Top 10 Independent (IFAs) & Restricted Financial Advisers in Beausale

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Total assets
My postcode
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  • Beaufort Wealth Management

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

  • Simpson Financial Services Limited

    Kenilworth
    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

  • Warwick Wealth Management Ltd

    Leek wootton and guys cliffe
    FCA verified
    YOU are the focus of our business: You, your life, your family, your future.
    105
    £50k+
    Can help with
    Pensions & retirement
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  • Simpson Financial Services Limited

    Leek wootton and guys cliffe
    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

  • Tim Surguy - True Potential LLP

    Kenilworth
    FCA verified
    During my 20 years as a Financial Adviser, I have built up an extensive knowledge in all areas of Financial Planning. I strive to achieve the best possible solution to meet my clients needs and objectives as they look to plan for the future.
    49
    £0+
    Can help with
    Pensions & retirement

  • Imperial Wealth Advisory

    Kenilworth
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    123
    £50k+
    Can help with
    Pensions & retirement

  • Roisin Ni Chonghaile at True Potential

    Kenilworth
    FCA verified
    Over the past 20 years I have helped people in Kenilworth and the local areas to really make a change for the better in their lives in various financial planning need areas.
    105
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Kenilworth
    FCA verified
    Fairstone 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.
    11649
    £0+
    Can help with
    Pensions & retirement

  • Colin Thomson - Alexander House Financial Planning Ltd

    Kenilworth
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    55
    £100k+
    Can help with
    Pensions & retirement

  • Charters Private Wealth

    Warwick
    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

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.