Top 10 Independent (IFAs) & Restricted Financial Advisers in Dauntsey
Continuum Financial Services LLP
CharltonI 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.
Clients
helped122Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentHartsfield Financial Services Ltd
MalmesburyWe’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.
Clients
helped273Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentMather and Murray Financial
ChippenhamIndependent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped2679Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.The Private Office
Royal wootton bassettIndependent, 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.
Clients
helped32500Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentBeesure Ltd
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
helped396Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentCrystal Wealth Management
CalneAward Winning Independent Adviser acting in YOUR Best Interests. Let's Optimise your wealth so that you can afford your best life and retirement.
Clients
helped71Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentContinuum Financial Services LLP
CalneI 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.
Clients
helped122Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentFairstone Group
ChippenhamFairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
Clients
helped12368Minimum
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 IndependentThe Private Office
ChippenhamIndependent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
Clients
helped32500Minimum
wealth£100k+Pensions & retirement+45Initial 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.