Top 10 Independent (IFAs) & Restricted Financial Advisers in Old Milverton

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  • Heritage Wealth Advisory

    Old milverton
    FCA verified
    We offer Free No Obligation Pension Reviews, whether it be a Final Salary Scheme; a SIPP or a Personal Pension
    12
    £0+
    Can help with
    Pensions & retirement

  • Neil Dixon at True Potential Weath Management

    Royal leamington spa
    FCA verified
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    138
    £150k+
    Can help with
    Pensions & retirement

  • 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
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  • 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.
    102
    £50k+
    Can help with
    Pensions & retirement

  • Andrew Carley - True Potential Wealth Management LLP

    Royal leamington spa
    FCA verified
    True 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.
    98
    £100k+
    Can help with
    Pensions & retirement

  • Roisin Ni Chonghaile at True Potential

    Royal leamington spa
    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.
    99
    £50k+
    Can help with
    Pensions & retirement

  • Jalapeno (UK) Limited

    Royal leamington spa
    FCA verified
    Everyone's financial needs and objectives are unique. This is why our belief in tailor-made, personal financial advice lies at the heart of the Jalapeno (UK) Ltd. philosophy.
    38
    £0+
    Can help with
    Pensions & retirement

  • Retirement Solutions (UK) Ltd

    Royal leamington spa
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4680
    £0+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Limited

    Royal leamington spa
    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
    £100k+
    Can help with
    Pensions & retirement

  • Beaufort Wealth Management

    Royal leamington spa
    FCA verified
    Expert independent advice, tailored to you
    21
    £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.

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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.