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

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  • Hartsfield Financial Services Ltd

    Shaftesbury
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    206
    £150k+
    Can help with
    Pensions & retirement

  • Premier Financial Planning Ltd

    Shaftesbury
    FCA verified
    Working in financial services for 27 years and specialising in investments and pensions to help clients grow their capital and enjoy retirement.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Rutherford & Co

    Shaftesbury
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in Dorset and I have been providing straight forward, easy to understand financial advice. My initial consultation is free so please reach out to see if I can help you.
    429
    £100k+
    Can help with
    Pensions & retirement
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  • Premier Financial Planning Ltd

    Codford
    FCA verified
    Working in financial services for 27 years and specialising in investments and pensions to help clients grow their capital and enjoy retirement.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Matthew Winchester -Pocock Rutherford & Co

    Salisbury
    FCA verified
    Hi my name is Matthew , I’m a local financial adviser based in Bournemouth and I have been providing straight forward, easy to understand financial advice for over 25years. My initial consultation is free so please reach out to see if I can help you.
    126
    £50k+
    Can help with
    Pensions & retirement

  • Premier Financial Planning Ltd

    Salisbury
    FCA verified
    Working in financial services for 27 years and specialising in investments and pensions to help clients grow their capital and enjoy retirement.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (South West)

    Salisbury
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    110
    £500k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Salisbury
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    206
    £150k+
    Can help with
    Pensions & retirement

  • PFM Associates Limited

    Salisbury
    FCA verified
    Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
    144
    £100k+
    Can help with
    Pensions & retirement

  • Richard Walker-Gunns

    Salisbury
    FCA verified
    I am passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
    127
    £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.