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

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  • Kind Wealth

    Ledbury
    FCA verified
    Our purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • Consequential Planning Ltd

    Ledbury
    FCA verified
    We do not advise on cryptocurrency nor do we help with any claims or losses connected to cryptocurrency. Any individual claiming to do so is not connected with this business.
    276
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Highnam
    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
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  • Hartsfield Financial Services Ltd

    Weston under penyard
    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

  • Canaccord Genuity Wealth Management (CGWM)

    Ledbury
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    448
    £500k+
    Can help with
    Pensions & retirement

  • Raymond James Investment Services

    Gloucester
    FCA verified
    Truly personal wealth and investment management services for a life well planned. Making your investments work for you - Stocks and Shares, ISAs, Pensions and Offshore Bonds. Discretionary Managed portfolios tailored to you.
    44
    £150k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Gloucester
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18221
    £150k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Gloucester
    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

  • Abode Financial Planning

    Gloucester
    FCA verified
    Building Brighter Futures Independent financial planning and investment management for successful professionals and business owners.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • Tom Donativo Financial Planning

    Ross on wye
    FCA verified
    I provide independent financial advice. My approach to financial advice is rooted in understanding your unique goals and creating a personalised plan to help ensure your financial wellbeing for years to come.
    Recently added
    £50k+
    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.