- What do financial advisors do?
- What are the pros and cons of having a financial advisor?
- What is the difference between a financial planner and a financial advisor?
- How often do you need to see a financial advisor?
- Can a financial advisor help with debt?
- How to find a financial advisor
- What to expect from a financial advisor
Financial Advisors in the UK. The average hourly rate of the 50 Financial Advisors listed is £0. Financial Advisor rates vary with location. For example, Quilter - Christopher Johnson in Dundonald charges from £ per hour.
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Our trusted Financial Advisors
Financial Adviser and Qualified Member of the Chartered Institute of Insurance. Based in Belfast and helping busy professionals and families align their money with their life goals. I have worked for over six years in Financial Services throughout Belfast.I pride myself on being a Qualified Member of the Chartered Insurance Institute and Personal Finance Society. Each day I enjoy meeting with new and existing clients to help advise them on their financial planning needs.For me, planning for the ...
One & All Financial Services is a company of independent financial advisors specialising in providing advice in the following areas - Pension & Retirement Planning, Savings & Investments, Life Assurance and Mortgages Irrespective of your particular objective, it is important to create a professional financial planning strategy.We make sure to take the time to understand your needs, goals, and preferences, before we make any recommendations. Pensions & retirement: Pensions & retirement planning ...
We are experienced Independent Financial Advisers and our objective is to provide comprehensive, straightforward financial advice to our clients. Buchanan Johnston Flynn Limited are Independent Financial Advisers and Mortgage Brokers. Our advisers have over 80 years combined financial services experience and we are committed to providing quality independent advice and support to our clients. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investmen...
Cormac OToole - True Potential Wealth ManagerI have 28 years industry experience including 25 years as an adviser. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society. Cormac O’Toole is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Ma...
Trustworthy, Expert and Bespoke Financial Advice Built Around You From Chartered Financial Planners About Us We are a firm of Chartered Independent Financial Planning professionals offering trusted quality advice to all of our client’s. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust planning: Income tax Estate...
I offer a local face to face service to help clients with their financial needs and goals. With 10+ years in the industry I use my knowledge, expertise and experience to help achieve a bespoke financial plan for you and your family. At Quilter Financial Advisers we believe in local #FinancialAdvice tailored for you. Quilter Financial Advisers – one of the largest face-to-face financial advisory firms in the UK. Im based in the Comber area of Northern Ireland and cover all the way round Strangf...
Experienced Financial Planner who values the importance of integrity, service and communication, and explains financial matters in a clear, easy to understand manner. With over 25 years experience in Financial Services, having worked for some of the leading Insurance companies in the UK such as Prudential, Zurich, Canada Life and AIG, I have gained a broad knowledge in most areas of Financial Planning and Wealth Management.I provide a wide range of advice to individuals, families and businesses,...
Chartered Financial Planners based in the House Of Vic Ryn Lisburn. Pension & Investments specialists with coverage throughout Northern Ireland. Welby Associates are Chartered Financial Planners with over 15 years experience in financial services. We offer advisor coverage throughout Northern Ireland. We understand that genuine professionalism has never been so valued. Chartered Financial Planner remain the “gold standard” of excellence and integrity within the profession. Pensions & retirem...
Chartered Financial Planning firm who are small enough to care and big enough to get the job done. Hills Financial Planning is a Chartered Financial Planning firm owned by David Hill, an Accountancy Graduate from Queens University with over twenty years experience in financial planning. The firm specialises in professional investment planning and estate planning, ensuring assets go to the right people at the right time. All areas of personal finance are covered and for a no obligation consultati...
Chartered Financial Planners. Specialists in Pensions & Investments . Offices in Lurgan Belfast and Bangor - coverage throughout Northern Ireland Unbiased - Jargon Free - Local Advice (With a smile!)We are a firm of forward looking independent financial advisers. We provide holistic financial advice whereby we consider all aspects of your financial situation to help you achieve your goals. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments...
We specialise in providing Independent Financial Advice in the areas of Pension, Investment, Inheritance Tax Planning, Life Insurance & Private Medical Insurance for private individuals & company directors. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust planning: Income tax Estate planning Capital gains tax Ta...
Our clients leave our office with the confidence to enjoy their life to the full, without worrying about money. At SRG, our job is to ensure you know where you stand today and tomorrow. Weve been doing this for over 18 years - giving straightforward reliable guidance, and getting great satisfaction in doing so.After a confidential, open discussion we can help you get a clear picture of what your money allows you to do now. Then we can discuss what youd really like to be free to do and set up you...
Whether you are saving or planning for retirement, looking to make your money work harder, or purchasing a house, you will benefit from our unique approach to financial planning. Navigate IFA was founded out of a desire to create a modern & vibrant financial planning brand. Our business is about understanding people and businesses and the many financial requirements that they may have at different times. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth manageme...
I aim to help individuals, families and businesses to reach their financial goals by personally getting to know my clients and their own unique financial needs and objectives. True Potential Wealth Management are part of the highly-successful True Potential group of companies, with over a million clients and a collection of awards. Our clients are provided with access to True Potential’s award-winning technology. With 24/7 online access to your complete financial affairs, you will be better in...
Donna Smyth - I have 23 years industry experience including 19 years as an adviser. For more than 19 years, I have been a fully qualified and authorised FCA regulated Financial Adviser. During this time, I’ve been helping individuals and families and businesses reach their financial goals.For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. Pensions & retirement: Pensions & retirement planning Fi...
We want you to be living the best life possible with the money you have. We provide a specialist service focused on the needs of people rapidly approaching the transition to retirement and those who are already retired. We are one of a handful of companies to have attained Accredited Financial Planning Firm™ status, the gold standard in financial planning. Let us take care of every aspect of your finances, freeing up your time so you can relax and realise the possibilities that excite you most...
A Chartered firm offering a tailored service in Investment Management, Retirement and Tax & Estate Planning for Individuals & Businesses A Chartered firm, we have worked closely with local Solicitors and Accountants since establishment in 2004 developing a truly professional practice with robust processes, enviable investment performance and fees calculated upon the time spent improving your position, not based upon the sale of a financial product.PFC Cumbria is interested in financial planning;...
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. At Quilter Private Client Advisers, we understand that your financial journey lasts a lifetime, from your first savings or home purchase, investing and building your wealth through to inheritances and retirement.Our mantra is simple: we are here to help you grow, protect, enjoy, and then pass on your...
We aim to provide you with top quality advice. We will work in your best interests at all times. We are the Financial Services department of Gibbons Accountants and have been providing financial planning solutions for our clients since 1992. We are directly authorised and regulated by the Financial Conduct Authority, are not part of or controlled by any larger organisation and can therefore offer totally unbiased recommendations.Based in the Workington office of Gibbons, we can meet you there or...
We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom. Putting our clients at the centre of everything we do, we are experts in pensions, retirement, investments and understanding your goals.We have been providing our clients with independent financial advice since 1937, with offices in; Newcastle, Northumberland, Teesside, Durham, Leeds, Carlisle and Kendal. We have spent the last 80 years understanding our clients lifestyle g...
I believe passionately in providing my clients with well thought out but straight forward financial advice. This is available on a face to face or video call basis. Gareth Nicholson at True Potential Wealth Management is an experienced and forward thinking Chartered Financial Planner.Gareth Nicholson is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House,...
Independent Financial Planning specialising in advice for investment, retirement, divorce and probate. Managing Money with a Gentle TouchAYPs aims are simple; to empower women and business people through effective money management. Our advice is entirely impartial as we cover our costs with a combination of fees or commission. We avoid jargon, provide true holistic financial planning, we dont sell products, we provide a safe environment to discuss all of the issues important to you and then we r...
Advice you can trust from people you can rely on! Tyne Vale has been providing independent financial advice for over 30 years. In that time we have grown to provide independent advice on all aspects of financial planning which are available through IFAs including wealth management, retirement planning, long term care provision, tax & estate planning, life insurance, equity release and mortgages. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Inves...
We are an owner-managed firm of Independent Chartered Financial Planners providing personalised advice through our highly qualified Financial Planners. Based in Grange over Sands we are a firm of Independent Chartered Financial Planners that look after circa £200 million of assets on behalf of our clients.Please visit our website for further details. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Tax & trust pl...
Steven Martin & Associates off clear, independent, impartial Financial advice. Our Advisers are fully qualified and highly experienced. Steven Martin & Associates Ltd have many years experience in looking after our clients Personal Investments and Financial Planning. We specialise in Investments, Pensions, Retirement Planning and Inheritance Tax Solutions. We also arrange Residential and Commercial Mortgages along with most Protection policies. You can call in to our Ulverston town centre office...
We’ll answer the big questions in a straightforward way, such as ‘Can I afford to retire?’ ‘What will our lifestyle look like if I slow down from work?’ ‘What income can I reasonably expect from my pensions?’ and ‘Am I on track financially?’ Sandringham Financial Partners are a national firm with an excellent reputation for high compliance and ethical standards. We consistently achieve high levels of client satisfaction demonstrated in our being VouchedFors Top Rated Large Firm...
When it comes to your finances, taking time to seek expert advice is always a wise investment. The better care you take of your money now, the better it will be able to take care of you in the future – and the good news is that there is never a bad time to start thinking about your finances.At Perspective (North East) Ltd, we offer you access to the wide-ranging knowledge and expertise of our consultants to look after all aspects of your financial life.Because we look at the big picture when i...
I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real.Making decisions can be daunting, but I aim to make this process clearer and less complicated. Financial security, financial freedom and peace of mind are our focus as we work with you, whether you are an individual, a family or a business. Having worked with clients from all backgrounds and wealth for over 30 years helping them through financial decisio...
Providing solutions to your financial needs in Workplace & Private Pensions, Savings, Investments, Protection and Estate Planning. Abacus Associates Financial Services Limited is a well established firm of Independent Financial Advisers who specialise in personal financial planning. With over 30,000 products available from the whole of the financial marketplace, our advisers can ensure you gain unbiased access to not only the cheapest but also the highest quality products available. Our advisers...
Looking to take control of your personal finances? I will provide expert advice and guidance along with customised solutions to enable you to maximise your investments, minimise risk, and achieve your financial goals. Schedule a consultation today! True Potential LLP is an award-winning financial services and technology organisation, currently working with close to 20% of UK financial advisers. We manage over £22 billion and work with leading fund managers from the likes of Goldmans Sachs, UBS,...
Halcyon Wealth Management Ltd provide investment and retirement planning advice along with an ongoing servicing proposition. Halcyon Wealth Management Ltd are based in the Tyne Valley and look after clients financial needs across the North East of England.We have over 60 years of experience in helping clients achieve financial goals and believe that by having a servicing agreement in place we commit ourselves to helping clients to achieve their objectives. Pensions & retirement: Pensions & reti...
I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real.Making decisions can be daunting, but I aim to make this process clearer and less complicated. Financial security, financial freedom and peace of mind are our focus as we work with you, whether you are an individual, a family or a business. Having worked with clients from all backgrounds and wealth for over 30 years helping them through financial decisio...
We are totally independent, which means we are not tied or restricted to use any particular provider or product. Acumen Investment & Pension Solutions have their head office in Darlington and deal with clients throughout the UK. Our team have all worked within financial services for around 30 years so bring a huge amount of experience to benefit our clients.We provide advice across a wide range of services including investments, pensions, savings, estate planning and protection. We are committed...
First class service. Using 25 yrs experience & the best industry software to research & provide the right solutions for my clients. I only take on a small number of new clients each & focus on delivering on 1st classs service. Vouchedfor rated 4.8/5 High Standards of advice, attention to detail and superb customer service. That whats you will receive from Stephen. I use the best providers and the latest technology to ensure our clients get great value money, a personal face to face service and a...
We help you access a clear and easy way to look at and monitor all of your financial planning in one place, and help you assess where you will be at in various stages of your life. Rebranded as Pilling Financial Ltd in February 2021 after trading as D & P Asset Management from 2002. Pilling Financial Ltd is one of the most established and reputable IFA firms in Morpeth. We provide a comprehensive professional service offering independent advice. We offer Lifestyle Financial Planning which links ...
With approaching 30 years experience, Neil prides himself on his ability to help his customers achieve their financial goals. He provides Independent Advice to both personal and business customers throughout East Anglia. Launched in July 2007 2plan Wealth Management have continuously built on our strengths to become one of the leading wealth management firms in the UK. Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around...
We provide award winning independent financial advice to individuals, business owners, charities and trustees, working alongside your other professional advisers. Services include financial planning, investment advice and retirement planning. Dartington Wealth provides award winning independent, impartial financial and investment advice to individuals, business owners, charities and trustees, working alongside solicitors, accountants and investment managers. This includes planning how to fund ca...
I am a Financial Planner near Cambridge, providing independent financial advice to people with retirement/investment, inheritance tax planning & protection needs I focus on you, not your money. No two people are the same and have the same needs. I’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: ...
My true passion comes from building lasting relationships with individuals and helping them achieve their long-term financial goals through pension, investment, and retirement planning. I am a fully qualified Financial Adviser, achieving my qualifications via the Chartered Insurance Institute. I assist my clients with all aspects of their Financial Planning including, Retirement Planning, Investment, Tax Planning, Life Assurance and Mortgages.I thoroughly enjoy what I do, and hold the mantra tha...
Pension, Investment and Retirement advice, tailored to your individual needs. Daytime or Evening appointments in the comfort of your home. We are a Financial Services Company with a dedicated team of Independent Financial Advisers. We enjoy long term relationships with our clients and look to ensure their financial requirements are catered for throughout the phases of their lives. We maintain this by developing close personal relationships, while also applying our knowledge and professionalism t...
Head quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), weve been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004. Founded in 2004, Forth Capital provides award winning financial planning, wealth management and pensions advice, from advisers who are internationally authorised and regulated in the UK, Switzerland, Australia, Hong Kong, the EU and the US.For two decades, our expertise and i...
We provide independent financial advice on Pensions & Retirement Planning, Investment Advice & Management and Tax Planning.We provide unbiased financial advice to Individuals & their Families, Companies & Business Owners, Trusts and Charities. Martin-Redman Partners specialises in providing independent financial advice & planning on pensions & retirement planning, investment management, and tax planning.Our experienced male and female Independent Financial Advisers (IFAs) provide unbiased advice...
Financial advice, focused on you. Financial and investment advice tailored to you.We believe that your financial adviser should explain your options in a way that you can understand. Our aim is to educate and empower you so that you can be confident you’re making the right choices about your financial future.As Chartered Financial Planners, we have committed to a high level of ethical and professional standards, and we develop our staff to give them the best knowledge possible to serve you. We...
My mission is to help people achieve their financial goals with a smile on their face through complete trust and Integrity. I am a dynamic and committed Professional having achieved level 4 qualification (DipPFS) and level 3 Cert CII (MP). I believe in trust and integrity being the key values leading to long and healthy client relationships and enabling the desired outcome. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for...
Pensions & Investments Including Pension Switch, Consolidation, Tax Free Cash, Drawdown, Annuity, Research, Investment Fund and Allowance. Financial Planning, for individuals, Families, Wills Trusts, Life Cover & Protection need. We offer tailored financial advice with exceptional service. We do that by personalising advice to suit your unique needs explaining complex issues in a way that’s easy to understand giving you friendly, local support whenever you need it providing ongoing help, perso...
An Independent Chartered Financial Planner with over 10 years experience, I look to build strong longstanding relationships with my clients and pride myself on my ability to help both personal and business clients achieve their financial goals. My primary focus now is to assist clients in achieving their financial goals through personalised and tailor-made solutions. Whether its safeguarding your loved ones or devising comprehensive wealth plans, I am dedicated to providing targeted strategies t...
At NKT Financial Solutions, we offer quality financial advice on a wide range of products NKT Financial Solutions provides holistic financial planning to private individuals and SME corporate clients. We advise across the full spectrum of financial services and would be happy to discuss your requirements. At the heart of our operation lie the interests of you, the client. Together, we analyse your needs, wants & aspirations, then prioritise your objectives. Having established where you are now &...
Weve worked with Saffron Building Society for many years, helping hundreds of customers make informed financial planning decisions We advise over 14,000 clients, helping people like you make confident decisions about their finances.We can advise on all topics of financial planning, and being independent means your adviser can offer products from the whole of the market — not just the ones from the high street.Our nationwide network of advisers allows our clients to access financial advice loca...
Walden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary. Walden Capital is a Chartered Financial Planning practice which was created as a result of our board’s disappointment with Private Banks and Financial Advisors. We concluded that these firms were more concerned with generating fees and commis...
I have been working in financial services for almost 30 years. I specialise in HNW clients, and try to simplify complex financial needs so that clients can make informed decisions without pressure. Any initial meeting is free and without obligation. At Hoyl Independent Advisers Ltd, we pride ourselves in supplying the very best bespoke independent financial advice to our valued clients and we hope you find our approach refreshing.Hoyl is a national financial adviser based in Cromer in Norfolk. I...
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