Top 10 Independent (IFAs) & Restricted Financial Advisers in Bagshot
Advanta Wealth
WindleshamWith 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
helped614Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentBerkshire IFA
WindleshamWe offer an initial no cost meeting. We are fully Independent Financial Advisers specialising in advice for clients who need to focus on their pension outcomes, inheritance tax planning, investments, final salary pensions, or need to get a mortgage.
Clients
helped1470Minimum
wealth£100k+Insurance & protectionInitial consultation free FCA verified IndependentFlying Colours Advice
WindleshamFlying 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
helped18960Minimum
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.Advanta Wealth
WindleshamWith 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
helped614Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentUnique Financial Planning – Josh Webb
WindleshamWe cover a wide range of Financial Planning. It's about creating, protecting and distributing the wealth you need for the life you want.
Clients
helped57Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedAHR Private Clients
WindleshamAHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped307Minimum
wealth£250k+Pensions & retirementLInitial consultation free FCA verified IndependentDouglas Steers & Company
WindleshamExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7563Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentSaltus Partners LLP
CamberleyOur 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.
Clients
helped699Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentBerkshire IFA
CamberleyWe offer an initial no cost meeting. We are fully Independent Financial Advisers specialising in advice for clients who need to focus on their pension outcomes, inheritance tax planning, investments, final salary pensions, or need to get a mortgage.
Clients
helped1470Minimum
wealth£100k+Insurance & protectionInitial consultation free FCA verified IndependentEvelyn Partners
West end"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped17Minimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified Restricted
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.