Top 10 Independent (IFAs) & Restricted Financial Advisers in Staffordshire
Sigma Wealth Partners
RugeleyWe 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.
Clients
helped250Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentLopez Financial Planning (AR of M&G Wealth Advice)
LichfieldI help people achieve financial security by providing expertise across all areas of financial planning (incl protection, retirement and investments). My main drive is to provide clients with peace of mind and allow them to focus on what matters to them.
Clients
helped29Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedSam Hartley - True Potential Wealth Management
Stoke on trentI provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, we project your income, expenses, and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
Clients
helped283Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.The Private Office
LichfieldIndependent, 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.
Clients
helped32440Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentFriendly Wealth Management
StaffordChartered Financial Planners specialising in Investments, Pensions, Retirement Planning, Taxation and Wealth Management.
Clients
helped< 10Minimum
wealth£100k+Pensions & retirementMSInitial consultation free FCA verified IndependentMy Pension Expert
BurtonWe’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped329Minimum
wealth£0+Pensions & retirement+4Initial consultation free FCA verified IndependentSam Hartley - True Potential Wealth Management
Stoke on trentI provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, we project your income, expenses, and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
Clients
helped283Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedAndrew Carley - True Potential Wealth Management LLP
LichfieldTrue Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
Clients
helped140Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentSlater Financial Ltd
Outwoods20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped1152Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentDaniel Dooley at True Potential Wealth Management
AngleseyAs a Financial Adviser with over 20 years experience I can help you to meet your financial goals I pride myself on offering straightforward advice without the jargon.
Clients
helped253Minimum
wealth£0+Pensions & retirementDInitial consultation free FCA verified Independent
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.