Top 10 Independent (IFAs) & Restricted Financial Advisers in Mickleton
Saltus Partners LLP
MickletonOur mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped674Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentCharters Private Wealth
MickletonAre you finding managing your finances daunting? If so, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
Clients
helped57Minimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified IndependentKarl Thorpe - AFH Wealth Management LTD
HoneybourneI provide fully independent, impartial financial planning advice to my clients. I take time to understand their circumstances, aspirations and financial planning objectives before working with them to help plan for and achieve their goals.
Clients
helped10Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.The Private Office
HoneybourneIndependent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Clients
helped32472Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentBeneficial Financial Management
Stratford upon avonI provide friendly, low-cost, easily understood planning for individual clients. Specializing in Pensions Planning, Drawdown, Long term Investments & Residential/Buy-to-let mortgages. Based in Alcester for office meetings & travel throughout the Midlands.
Clients
helped103Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentAspirations Financial Advice Ltd
HoneybourneMain areas of expertise include pensions and investments. Happy to meet at your home.
Clients
helped17Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
EveshamAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped668Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentMontpellier Asset Management
BroadwayA trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped147Minimum
wealth£150k+Pensions & retirement+1Initial consultation free FCA verified IndependentM&G Wealth Advice
Bidford on avonWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped490Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedMPI Financial Advice
Bidford on avonWe provide a free update & advice service to help you understand your plans.
Clients
helped5185Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified Independent
How can a financial adviser help me?
An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:
- Accessing your pensions
- Choosing how to take your pension income
- Investing for the medium or long term
- Protecting your family finances
- Finding life insurance, critical illness cover and income protection
- Starting a business
- Setting up and managing a personal pension
- Funding long-term care for yourself or a loved one
- Leaving an inheritance while minimising tax
Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.
Why use Unbiased?
Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.