Top 10 Independent (IFAs) & Restricted Financial Advisers in Oldburyuponsevern

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  • Hartsfield Financial Services Ltd

    Thornbury
    FCA verified
    We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    229
    £150k+
    Can help with
    Pensions & retirement

  • Sovereign Independent Financial Advisers Limited

    Thornbury
    FCA verified
    Worried about how your business and retirement plans will be affected by the Covid-19 crisis? We're here to help. We're Chartered Financial Planners, providing independent financial advice to people in Thornbury, Bristol and the surrounding area.
    39
    £50k+
    Can help with
    Pensions & retirement

  • Wealth Doctor Financial Planning Ltd

    Chepstow
    FCA verified
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment.
    59
    £250k+
    Can help with
    Pensions & retirement
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  • Chapelwood Financial Planning Ltd

    Chepstow
    FCA verified
    Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
    15
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Chepstow
    FCA verified
    Independent, 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.
    30638
    £100k+
    Can help with
    Pensions & retirement

  • Imperial Chartered

    Chepstow
    FCA verified
    Creating a brighter future through effective financial planning
    74
    £50k+
    Can help with
    Pensions & retirement

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Tytherington
    FCA verified
    We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Protection and all aspects of Pension and Retirement Planning
    312
    £150k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Almondsbury
    FCA verified
    Our 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.
    566
    £250k+
    Can help with
    Pensions & retirement

  • Sovereign Independent Financial Advisers Limited

    Bradley stoke
    FCA verified
    Worried about how your business and retirement plans will be affected by the Covid-19 crisis? We're here to help. We're Chartered Financial Planners, providing independent financial advice to people in Thornbury, Bristol and the surrounding area.
    39
    £50k+
    Can help with
    Pensions & retirement

  • Continuum Financial Services LLP

    Bradley stoke
    FCA verified
    I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process less complicated and clear.
    110
    £100k+
    Can help with
    Pensions & retirement

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.