Top 10 Independent (IFAs) & Restricted Financial Advisers in Swynnerton
Neil Dawson - True Potential Wealth Management
StoneI have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped18Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedRetirement Planning (Uk) Ltd
StoneWhether you are a family, couple or an individual, we can offer you a wide range of financial advice.
Clients
helped17Minimum
wealth£50k+Pensions & retirementSKInitial consultation free FCA verified IndependentFairstone Group
StoneFairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
Clients
helped12271Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Beaumont Wealth
StoneWe 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.
Clients
helped676Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentFairstone Financial Management Limited
Stoke on trentChartered Financial Planners rated the No. 1 wealth management house on Trustpilot.
Clients
helped42Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentRetirement Planning (Uk) Ltd
Stoke on trentWhether you are a family, couple or an individual, we can offer you a wide range of financial advice.
Clients
helped17Minimum
wealth£50k+Pensions & retirementSKInitial consultation free FCA verified IndependentGiliker Flynn Independent Wealth Ltd
NewcastleChartered Firm with VouchedFor's Top Rated award. Regular features on BBC Radio Stoke.
Clients
helped184Minimum
wealth£50k+Pensions & retirementInitial 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
helped280Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedThe Private Office
NewcastleIndependent, 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
helped32173Minimum
wealth£100k+Pensions & retirement+11Initial 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
helped280Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Restricted
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.