Top 10 Independent (IFAs) & Restricted Financial Advisers in Wiltshire
Adam McCarthy & Sione Mitchell at True Potential Wealth Management
ChippenhamWe 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
Clients
helped356Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedSynthesis Wealth Management
Bradford on avonOur purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.
Clients
helped219Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentMatheson Charles
ChippenhamWe 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.
Clients
helped355Minimum
wealth£0+Pensions & retirementJTInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Steve Harris at True Potential Wealth Management
ChippenhamEnsuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.
Clients
helped158Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedOrbit Financial Planning
SalisburyI have been advising for over 20 years and I remain passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
Clients
helped136Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentTruly Independent
TrowbridgeOffering 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 IndependentAlan Gledhill at Aitana Financial Services
AlderburyOur mission is to provide an exceptional financial planning service with a professional and compassionate approach.
Clients
helped135Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentBeesure Financial Planning
CalneProviding independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped312Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentSteve Dixon at AFH Wealth Management
MarlboroughYour first meeting’s costs are covered by your adviser. We can meet in person or online. We offer specialist advice on pensions investments, protection and legacy planning.
Clients
helped280Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentHanlon Kneller & Associates
SalisburyWe offer independent investment advice on existing pensions and investments. We live and work in the local area. If you wish to look at our website the address is <url hidden>
Clients
helped62Minimum
wealth£50k+Pensions & retirementAInitial 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.