Top 10 Independent (IFAs) & Restricted Financial Advisers in Upton Magna

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  • Richard Lent at Continuum Financial Services

    Shrewsbury
    FCA verified
    Am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be very daunting but I aim to make this process clearer and uncomplicated.
    48
    £0+
    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

  • 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.
    572
    £50k+
    Can help with
    Pensions & retirement
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  • 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

  • The Wealth Coach

    Shrewsbury
    FCA verified
    Visit us face to face or remotely. Using a Chartered Financial Planner and Chartered Wealth Manager, you can be assured of the best outcomes. Always ask if your adviser is Chartered; don't compromise.
    143
    £50k+
    Can help with
    Pensions & retirement

  • Croft & Oakes Chartered Financial Planners – Marc Derbyshire

    Shrewsbury
    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

  • 2020 Financial Advice

    Shrewsbury
    FCA verified
    You work hard for your money. Does your money work hard for you?
    396
    £100k+
    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.
    572
    £50k+
    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

  • Ollie Hill at Quilter Financial Advisers

    Shrewsbury
    FCA verified
    I pride myself in helping individuals, families, and business owners achieve their dreams and ambitions through goals-based and holistic financial planning, ensuring the client's objectives and circumstances are fully taken into account.
    14
    £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.