Top 10 Independent (IFAs) & Restricted Financial Advisers in Baddesley Clinton

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  • Lucent Financial Planning Ltd

    Solihull
    FCA verified
    At Lucent we help you make your money work harder so you can live your dream life. We do this by identifying your purpose, understanding your aspirations, and organising your finances so you can live the life you’ve always wanted.
    183
    £100k+
    Can help with
    Pensions & retirement

  • Lifestyle Future Ltd

    Solihull
    FCA verified
    The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Central Financial Planning Ltd

    Tanworth in arden
    FCA verified
    Award winning Chartered & Certified financial planners giving personal local independent advice
    28
    £100k+
    Can help with
    Pensions & retirement
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  • Flying Colours Advice

    Hockley heath
    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

  • The Private Office

    Solihull
    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

  • Gemini Wealth Management Ltd

    Solihull
    FCA verified
    Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
    79
    £100k+
    Can help with
    Pensions & retirement

  • Select Wealth Management

    Solihull
    FCA verified
    As independent financial advisers we are able to put the client at the heart of all we do. We have a fantastic ongoing review service offering 3 levels of service on a fixed fee basis, allowing us to treat all our clients fairly.
    105
    £50k+
    Can help with
    Pensions & retirement

  • Rothesay Bennett Financial Planning

    Balsall
    FCA verified
    We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
    240
    £250k+
    Can help with
    Pensions & retirement

  • Jerroms Financial Planning

    Cheswick green
    FCA verified
    Independent financial advisers experienced in all aspects of retirement and investment planning, also consulting with small companies and business owners. Providing you financial peace of mind through a robust, bespoke financial plan.
    137
    £50k+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Limited

    Henley in arden
    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

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.