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

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  • RockWealth LLP

    Prestbury

    Financial planning sits at the core of everything we do for our clients.

    27
    £250k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Quilter Cheviot Financial Planning (North East & Midlands)

    Prestbury

    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.

    330
    £250k+
    Can help with
    Pensions & retirement
    Meet the team
    +4
    Initial consultation free
    FCA verified
    Restricted
  • AFH Wealth Management LTD

    Prestbury

    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship

    2206
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
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  • William Highbourne Wealth Management

    Cheltenham

    We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.

    466
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Hartsfield Financial Services Ltd

    Cheltenham

    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.

    279
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    +2
    Initial consultation free
    FCA verified
    Independent
  • Quilter Cheviot Financial Planning (North East & Midlands)

    Cheltenham

    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.

    330
    £250k+
    Can help with
    Pensions & retirement
    Meet the team
    +1
    Initial consultation free
    FCA verified
    Restricted
  • MPI Financial Advice

    Cheltenham

    We provide a free update & advice service to help you understand your plans.

    5269
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    S
    H
    Initial consultation free
    FCA verified
    Independent
  • Mather and Murray Financial

    Cheltenham

    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.

    2684
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Alexander House Financial Planning Ltd.

    Cheltenham

    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.

    1859
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Restricted
  • Kind Wealth

    Cheltenham

    Our purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.

    20
    £250k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Restricted

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.