Top 10 Independent (IFAs) & Restricted Financial Advisers in Avon Dassett Cp

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  • Canaccord Genuity Wealth Management (CGWM)

    Wardington
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    311
    £250k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Wroxton
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    196
    £150k+
    Can help with
    Pensions & retirement

  • Canter Holland Ltd

    Wroxton
    FCA verified
    Invest in Advice
    76
    £50k+
    Can help with
    Pensions & retirement
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  • Flying Colours Advice

    Banbury
    FCA verified
    Flying 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.
    18070
    £150k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Banbury
    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.
    527
    £250k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Banbury
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    196
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Banbury
    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.
    30057
    £100k+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Limited

    Harbury
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    147
    £50k+
    Can help with
    Pensions & retirement

  • MB Wealth Planning

    Priors marston
    FCA verified
    Welcome to MB Wealth Planning a leading financial planning firm for clients across the country.
    134
    £50k+
    Can help with
    Pensions & retirement

  • Ethan Griffiths at PSA Financial Services

    Southam
    FCA verified
    We strive to provide clear, honest, no-nonsense financial solutions, Helping our clients achieve their financial ambitions.
    67
    £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.