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

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  • Raymond James Investment Services

    Bishops cleeve
    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

  • Matheson Charles

    Bishops cleeve
    FCA verified
    We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.
    318
    £0+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Bishops cleeve
    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
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  • RockWealth LLP

    Prestbury
    FCA verified
    Financial planning sits at the core of everything we do for our clients.
    27
    £250k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Cheltenham
    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

  • William Highbourne Wealth Management

    Cheltenham
    FCA verified
    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.
    368
    £100k+
    Can help with
    Pensions & retirement

  • Rothesay Bennett Financial Planning

    Andoversford
    FCA verified
    We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
    240
    £100k+
    Can help with
    Pensions & retirement

  • Perennial Wealth

    Charlton kings
    FCA verified
    Truly independent financial advice tailored to your needs.
    109
    £250k+
    Can help with
    Pensions & retirement

  • Alexander House Financial Planning Ltd.

    Cheltenham
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    1852
    £50k+
    Can help with
    Pensions & retirement

  • AFH Wealth Management LTD

    Prestbury
    FCA verified
    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
    1958
    £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.