Top 10 Independent (IFAs) & Restricted Financial Advisers in Peopleton
William Felix - Intelligent Financial Advisory Ltd
PershoreCreating, managing and protecting your wealth the intelligent way
Clients
helped218Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentRod Ings Sedulo Wealth Management
PershoreWe believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
ClientsRecently added
helpedMinimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentClive Strange - AFH Wealth Management
BredicotI pride myself on offering genuinely impartial financial advice, in a friendly and professional manner. And I'm Chartered!
Clients
helped108Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Rod Ings Sedulo Wealth Management
CrowleWe believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
ClientsRecently added
helpedMinimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
WorcesterAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped669Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentDhm Wynchwood LLP
WarndonEstablished in 1973, DHM has a history of providing good advice to individuals and businesses.
Clients
helped< 10Minimum
wealth£0+Pensions & retirement+1Initial consultation free FCA verified IndependentRothesay Bennett Financial Planning
St peter the great countyWe are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
Clients
helped240Minimum
wealth£100k+Pensions & retirementAAK+4Initial consultation free FCA verified IndependentLopez Financial Planning (AR of M&G Wealth Advice)
WarndonI 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 RestrictedThe Private Office
WorcesterIndependent, 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
helped32500Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentKind Wealth
WorcesterOur purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.
Clients
helped20Minimum
wealth£250k+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.