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

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  • Cooper Parry Wealth

    Upton upon severn
    FCA verified
    We are multi award winning and one of the fastest growing financial planning firms in the UK. We build a genuine understanding of you and what you want to get from life.
    16
    £250k+
    Can help with
    Pensions & retirement

  • William Felix - Intelligent Financial Advisory Ltd

    Ripple
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    210
    £100k+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Limited

    Upton upon severn
    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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  • Canaccord Genuity Wealth Management (CGWM)

    Ripple
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    377
    £250k+
    Can help with
    Pensions & retirement

  • Jo Bracewell - True Potential Wealth Management

    Hanley castle
    FCA verified
    Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
    107
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Tewkesbury
    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

  • Montpellier Asset Management

    Tewkesbury
    FCA verified
    A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
    112
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Tewkesbury
    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.
    217
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Northway
    FCA verified
    Independent, 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.
    30296
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Malvern
    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.
    217
    £150k+
    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.