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

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  • 2020 Financial Advice

    Oswestry
    FCA verified
    We help you achieve financial freedom through sound, long-term financial planning.
    396
    £100k+
    Can help with
    Pensions & retirement

  • Beaumont Wealth

    Oswestry
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    567
    £50k+
    Can help with
    Pensions & retirement

  • Chester Financial Wealth Management Ltd

    Oswestry
    FCA verified
    Chartered Financial Planners specialising in investments, inheritance and retirement planning for over 30 years. Advising UK resident clients with a minimum of £100,000 in non-property assets.
    126
    £100k+
    Can help with
    Pensions & retirement
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  • Financial Connections Wealth Management Limited

    Shrewsbury
    FCA verified
    With well over 20 years experience of helping our customer's plan for and meet their financial goals, we offer a free initial meeting to discuss your needs and objectives. Specialists in retirement, pension and investment planning.
    22
    £50k+
    Can help with
    Pensions & retirement

  • Cullen Wealth

    Shrewsbury
    FCA verified
    We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
    120
    £50k+
    Can help with
    Pensions & retirement

  • Croft & Oakes Chartered Financial Planners – Marc Derbyshire

    Oswestry
    FCA verified
    Independent Financial Planner and Chartered financial planning firm. We provide expert advice on pensions and investments. We aim to provide friendly and trustworthy advice in a way that clients can understand.
    19
    £100k+
    Can help with
    Pensions & retirement

  • Masons Independent Financial Advisers

    Oswestry
    FCA verified
    A complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation. All your questions answered; When can I retire? how much income do I really need? will my funds run out? how can i reduce risk?
    521
    £50k+
    Can help with
    Pensions & retirement

  • Beaumont Wealth

    Shrewsbury
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    567
    £50k+
    Can help with
    Pensions & retirement

  • Masons Independent Financial Advisers

    Shrewsbury
    FCA verified
    A complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation. All your questions answered; When can I retire? how much income do I really need? will my funds run out? how can i reduce risk?
    521
    £50k+
    Can help with
    Pensions & retirement

  • Masons Independent Financial Advisers

    Shrewsbury
    FCA verified
    A complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation. All your questions answered; When can I retire? how much income do I really need? will my funds run out? how can i reduce risk?
    521
    £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.