Top 10 Independent (IFAs) & Restricted Financial Advisers in Haslemere
Advanta Wealth
HaslemereWith Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped577Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentKeith Whitehead - True Potential LLP
HaslemereI have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
Clients
helped572Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedFlying Colours Advice
HaslemereFlying 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
helped18739Minimum
wealth£150k+Pensions & retirement+18Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Joss Gale at Westminster Wealth
HaslemereIndependent Financial Advice from a firm ranked 4th in the Financial Times Top 100 advice firms for 2023. Expertise. Fairly Priced.
Clients
helped20Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
HaslemereAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped628Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentPrime Time Financial
Bramshott and liphookLocal independent financial adviser specializing in pensions, investments and estate planning.
Clients
helped48Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentJack Wraithmell - Continuum (Financial Services) LLP
Bramshott and liphookAm focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real. Making financial decisions can be daunting, but we aim to make this process clearer and less complicated.
ClientsRecently added
helpedMinimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentChambers Financial Ltd
EasebourneComprehensive and independent financial planning services tailored to meet the unique needs of our clients.
Clients
helped10Minimum
wealth£100k+Pensions & retirementMInitial consultation free FCA verified IndependentDouglas Steers & Company
LindfordExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7357Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentAdvanta Wealth
WitleyWith Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped577Minimum
wealth£150k+Pensions & retirementInitial 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.