Top 10 Independent (IFAs) & Restricted Financial Advisers in St Julians
Beesure Financial Planning Ltd
St juliansProviding 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
helped67Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentSFL Wealth Management
VictoriaIs your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped707Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentBeesure Ltd
BeechwoodProviding 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 IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Continuum financial planning LLP
BeechwoodAn experienced Independent Financial Adviser (whole of market), providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped14Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentBeesure Financial Planning Limited
CaerleonProviding 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
helped67Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
Stow hillIndependent, 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 IndependentPaul Brown -True Potential Wealth Management
CaerleonWorking together so that you feel better informed, confident and empowered for your financial future
Clients
helped268Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedJonathon Williams - Beesure Limited
CaerleonI specialise in providing bespoke face-to-face financial advice, adding value through both advisory knowledge and a commitment to the highest level of ongoing service.
Clients
helped23Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentAdam McCarthy & Sione Mitchell at True Potential Wealth Management
CaerleonWe put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Protection and all aspects of Pension and Retirement Planning
Clients
helped355Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedMPI Financial Advice
CaerleonWe provide a free update & advice service to help you understand your plans.
Clients
helped5218Minimum
wealth£0+Pensions & retirementSHInitial 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.