Top 10 Independent (IFAs) & Restricted Financial Advisers in Waltoningordano
Tom Henshaw @ True Potential Wealth Management
ClevedonHelping you navigate the murky world of our financial system and empowering you to harness technology to better reach your financial goals.
Clients
helped35Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedSaltus Partners LLP
ClevedonOur 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
helped682Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentM&G Wealth Advice
ClevedonWe 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
helped529Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Jamie Jacobs at IFAMAX Wealth Management
PortisheadAn experienced & highly qualified IFA who would welcome a friendly 'sales and jargon-free' chat to see how I can help. We offer a unique service at Ifamax where your initial 3 meetings are charge and obligation free. Think of it as a try before you buy!
Clients
helped15Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentTom Henshaw @ True Potential Wealth Management
PortisheadHelping you navigate the murky world of our financial system and empowering you to harness technology to better reach your financial goals.
Clients
helped35Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedCanaccord Genuity Wealth Management (CGWM)
PortisheadAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentFlying Colours Advice
PortisheadFlying 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.
Clients
helped18926Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentTruly Independent
NailseaOffering a free initial meeting, we provide independent regulated advice on pensions and investment planning. We take the stress out of investing and provide personalised independent financial advice.
Clients
helped262Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentHymans Robertson Personal Wealth
PortisheadGet expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped127Minimum
wealth£100k+Pensions & retirement+7Initial consultation free FCA verified IndependentAscot Lloyd
NailseaOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped991Minimum
wealth£150k+Pensions & retirementCKRInitial 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.