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Top 10 Independent (IFAs) & Restricted Financial Advisers in Clyffe Pypard

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  • The Private Office

    Royal wootton bassett

    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.

    32472
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Saltus Partners LLP

    Wroughton

    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.

    674
    £250k+
    Can help with
    Pensions & retirement
    Meet the team
    +18
    Initial consultation free
    FCA verified
    Independent
  • Beesure Ltd

    Calne

    Providing 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.

    396
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    +1
    Initial consultation free
    FCA verified
    Independent
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  • Crystal Wealth Management

    Calne

    Award Winning Independent Adviser acting in YOUR Best Interests. Let's Optimise your wealth so that you can afford your best life and retirement.

    71
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Beesure Financial Planning

    Calne

    Providing 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.

    311
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Continuum Financial Services LLP

    Calne

    I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process less complicated and clear.

    122
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Hiren Patel at Arcus Wealth

    Calne

    I'm an Independent Financial Adviser to families & business owners in Bristol & the Southwest. Working with Arcus means you'll be working with an multi award-winning firm with whole of market access, which truly mean the advice is truly about you.

    80
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Hartsfield Financial Services Ltd

    Swindon

    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.

    273
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    +2
    Initial consultation free
    FCA verified
    Independent
  • Steve Dixon at AFH Wealth Management

    Swindon

    Your first meeting’s costs are covered by your adviser. We can meet in person or online. We offer specialist advice on pensions investments and protection.

    280
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Ascot Lloyd

    Swindon

    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.

    981
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    C
    K
    R
    Initial 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.

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