Top 10 Independent (IFAs) & Restricted Financial Advisers in Bearley Cp

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  • Dhm Wynchwood LLP

    Stratford upon avon
    FCA verified
    Established in 1973, DHM has a history of providing good advice to individuals and businesses.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Perspective (Warwickshire)

    Stratford upon avon
    FCA verified
    For over 35 years our purpose has been clear: to provide expert, specialised financial planning and wealth management advice that enables you, to make full and effective use of your financial resources, so you can plan and achieve the future you desire.
    32
    £100k+
    Can help with
    Pensions & retirement

  • Gemini Wealth Management Ltd

    Stratford upon avon
    FCA verified
    Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
    81
    £100k+
    Can help with
    Pensions & retirement
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  • Heritage Wealth Advisory

    Stratford upon avon
    FCA verified
    We offer Free No Obligation Pension Reviews, whether it be a Final Salary Scheme; a SIPP or a Personal Pension
    13
    £0+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Stratford upon avon
    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.
    539
    £250k+
    Can help with
    Pensions & retirement

  • Beaufort Wealth Management

    Stratford upon avon
    FCA verified
    Expert independent advice, tailored to you
    24
    £50k+
    Can help with
    Pensions & retirement

  • Charters Private Wealth

    Stratford upon avon
    FCA verified
    Are you finding managing your finances daunting? If so, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
    54
    £500k+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Limited

    Henley in arden
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    147
    £50k+
    Can help with
    Pensions & retirement

  • Lifestyle Future Ltd

    Temple grafton
    FCA verified
    The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Perspective (Warwickshire)

    Temple grafton
    FCA verified
    For over 35 years our purpose has been clear: to provide expert, specialised financial planning and wealth management advice that enables you, to make full and effective use of your financial resources, so you can plan and achieve the future you desire.
    32
    £100k+
    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.