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

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  • Stephen Hall at Continuum

    Bradford on avon
    FCA verified
    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 we aim to make this process clearer and less complicated.
    40
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Bradford on avon
    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

  • Purple Fox Financial Planning

    Bradford on avon
    FCA verified
    At Purple Fox Financial Planning, we’re not just about providing financial advice – we’re about crafting a roadmap for your financial future.
    12
    £50k+
    Can help with
    Pensions & retirement
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  • Hartsfield Financial Services Ltd

    Trowbridge
    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

  • Cole Gunning - Financial Adviser

    Trowbridge
    FCA verified
    Local, understanding, jargon-free. With extensive financial advice knowledge, I am dedicated to helping individuals and families navigate their financial journeys. My local perspective and I am here to provide personalized guidance every step of the way.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Trowbridge
    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

  • Premier Financial Planning Ltd

    Trowbridge
    FCA verified
    Working in financial services for 27 years and specialising in investments and pensions to help clients grow their capital and enjoy retirement.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Trowbridge
    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

  • The Private Office

    Trowbridge
    FCA verified
    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.
    30638
    £100k+
    Can help with
    Pensions & retirement

  • Continuum Financial Services LLP

    Great hinton
    FCA verified
    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.
    110
    £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.