Top 10 Independent (IFAs) & Restricted Financial Advisers in Stoke Upon Tern

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  • The Private Office

    Market drayton
    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.
    30296
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Shawbury
    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.
    30288
    £100k+
    Can help with
    Pensions & retirement

  • PL Wealth & Pensionlite

    Ercall magna
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    289
    £50k+
    Can help with
    Pensions & retirement
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  • Moneytree Wealth Management Ltd

    Wem urban
    FCA verified
    We specialise in retirement planning and pension advice from our Chester city centre office.
    261
    £50k+
    Can help with
    Pensions & retirement

  • Beaumont Wealth

    Newport
    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

  • 2020 Financial Advice

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

  • Croft & Oakes Chartered Financial Planners – Marc Derbyshire

    Donnington and muxton
    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

  • Old Royle Wealth Management Ltd

    Wellington
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    1833
    £100k+
    Can help with
    Pensions & retirement

  • Sigma Wealth Partners

    Wrockwardine
    FCA verified
    We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
    238
    £50k+
    Can help with
    Pensions & retirement

  • Beaumont Wealth

    Hadley and leegomery
    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

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.