Top 10 Independent (IFAs) & Restricted Financial Advisers in How Caple

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  • Hartsfield Financial Services Ltd

    Weston under penyard
    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.
    217
    £150k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Ledbury
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    381
    £250k+
    Can help with
    Pensions & retirement

  • Padstone Financial Management Limited

    Withington
    FCA verified
    We are a local Independent firm offering a highly personalised service, specialising in Pension and investment advice.
    15
    £0+
    Can help with
    Pensions & retirement
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  • Richard Wood - PROSPERITY FINANCIAL GROUP, INC.

    Ledbury
    FCA verified
    Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both
    452
    £50k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Hereford
    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.
    217
    £150k+
    Can help with
    Pensions & retirement

  • Consequential Planning Ltd

    Ledbury
    FCA verified
    We do not advise on cryptocurrency nor do we help with any claims or losses connected to cryptocurrency. Any individual claiming to do so is not connected with this business.
    260
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Hereford
    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.
    30297
    £100k+
    Can help with
    Pensions & retirement

  • William Felix - Intelligent Financial Advisory Ltd

    Hereford
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    210
    £100k+
    Can help with
    Pensions & retirement

  • Kind Wealth

    Ledbury
    FCA verified
    Our purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.
    Recently added
    £250k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Hereford
    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.
    540
    £250k+
    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.