- 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, Ben Leech at True Potential Wealth Management in Rossendale charges from £ per hour.
When hiring Financial Advisors in the UK get multiple quote to compare prices and services.
Our trusted Financial Advisors
I pride myself in offering a professional personal service to all my clients Blueberry Wealth is located in Dorchester, the heart of Dorset.We offer a full financial planning and wealth management service with a remit to help clients achieve their financial objectives. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trus...
Pensions and Investment expertise grounded in common sense and value for money Were nice folk and very well qualified and experienced with IFA pedigree over 20 years. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Savings: Lump sum Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Savings: Lump sum
We’re a family of Chartered Financial Planners helping people in the South achieve their goals since 2001. Proud to be a female lead firm, with experience to deal with complex planning issues. Elaine Birch FPFS founded Grosvenor Birch in 2001. Over the past 15 years, Elaines daughter Sara Loveridge FPFS & Son, Lewis Birch FPFS have gained advanced qualifications and complex client experience and are now the lead advisers of our family business. Pensions & retirement: Pensions & retirement pla...
We are long established fully independent Advisers based in our Central Andover Offices with roots back to 1967. We deal with all aspects of Financial and Estate planning . Whether you are just starting out and needing first mortgage, arranging protection policies, saving for retirement progressing to house moves, refinancing, taking pension benefits, savings and investments. We also cater for later life considering Equity Release, Retirement and estate planning.Our office hours are Monday to Fr...
We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning. Our team has years of experience helping clients prepare for the unknown while meeting their financial goals. As an independent financial services firm, we can access all areas of the market, so you get advice specifically tailored to your personal and financial objectives. Comprehensive Approach We use proven financ...
The aim of engaging with myself is to put you in the best financial and most tax efficient position possible.I work for Continuum as one of the senior partners.Continuum are an award winning, national IFA firm, managing £2billion of clients wealth. Continuum (Financial Services) LLP provide online tools to our clients who can view all their financial affairs, securely, in one place. When you choose Continuum as your financial advice partner you enter into a business relationship with an adviser...
Bespoke, expert advice at a reasonable cost Over the last two decades, The Wilcox Young Partnership have established a reputation within our local investment, legal and accountancy community for the knowledge and successful management of capital and the provision of income. Our clients are both individuals and companies who prefer to employ independent specialists to assess, establish and monitor their investment strategy. We offer a personal service based on traditional values whilst employing ...
We provide financial advice with the utmost honesty and integrity, making complex matters simple and clear. We provide financial advice with honesty and integrity within a framework that suits you. We have an excellent local reputation for delivering high quality and trustworthy advice.We specialise in providing pension, investment protection and tax planning to individuals and businesses.As a independent firm of financial advisers you can be reassured that the advice we provide is in your best ...
Your money is precious, so let me help you make the most of it.At this difficult time, face to face meetings may not be what you want or need. I am able to provide advice on a remote basis using a combination of phone, email and video conferencing. Advice needs dont go away but can become more urgent so please do get in touch. We can discuss your need s and the best way to achieve them Helping you achieve your goals is what drives me as a Sandringham Advising Partner. I am dedicated to helping y...
Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldnt achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you. Chapelwood Financial Planning was established in 2001. We specialise in the combination of financial planning, and we are known for the results that our clients achieve UK wide. Pensions & retirement: Pensions & retirement planning Financial pl...
We offer bespoke independent financial advice, looking at every aspect of your financial life and providing a tailored recommendation to match your needs, we know every client is different, therefore every recommendation we put together has to be different too.Whether this is your pension, investments, inheritance tax planning or even your life insurance and income protection needs, we fit the pieces together to form seamless and cohesive advice.We place great importance on treating every client...
At Crane Williams, we believe in keeping your financial wellbeing at the heart of our approach. Whether youre looking to buy your first house, saving for a wedding or planning for your retirement, we will advise you on the best way to reach your goals. At Crane Williams, we’re passionate about helping real people make the right financial decisions. With a flexible, friendly, fuss-free approach and a dedication to building lasting relationships with our clients, we are the independent financial...
Nicholls Stevens Financial Services is a long established business offering detailed personal financial planning to individual clients and small to medium sized businesses.Our services are discussed at a free 20 minute interview and our advice can be sought on a fee or commission basis.All new clients receive a careful analysis of their current financial position and we maintain a regular review of their affairs.Please call our friendly office for further information. Pensions & retirement: Pen...
We pride ourselves on offering a friendly, personable service that puts our client’s needs at the heart of our business. Holt Financial Services Limited is an appointed representative of 2Plan wealth management Ltd which has a Head Office in Leeds. Our firm is based in Weymouth and has been serving the local community in financial services for over 30 years. More recently we have expanded the business by having an office in Christchurch, Dorset allowing us greater coverage of the South coast.W...
We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise. The team at William Highbourne creates investment portfolios that are built around our clients’ objectives, so your wealth becomes more than money – it helps you to achieve your goals. We recognise that different solutions are needed at differe...
Independent Financial Adviser and Chartered Financial Planner offering wealth management, investments, pensions and retirement planning advice and estate planning services. We specialise in the provision of financial planning and wealth management services. We have a strong commitment to being independent and by offering a whole of market choice, we can provide our clients the very best unbiased financial advice. We take the time to get to know you, your objectives and attitude to risk in order ...
We are the friendly financial experts and our clients keep coming back so try us and see for yourself. Brian Sheppard, the owner of Money Matters FS Ltd has over 30 years of industry experience in dealing with all aspects of financial planning. As well as providing advice over the phone or via email or video call Money Matters FS Ltd have town centre office premises in Weymouth, Dorset where clients can call in without an appointment and discuss their requirements in a relaxed environment. We sp...
We Offer fully bespoke financial advice, without the added cost of discretionary management or model portfolios. We build a investment solution tailored to you taking into account any exclusions of ethical mandates you may have. Honiton Branch in the middle of the High Street Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax...
I am Devon born and bred and have clients covering large areas of the Southwest, particularly East Devon, as well as remote clients farther afield.I am happy to travel to you and have a relaxed approach to holistic financial planning. I am passionate about helping client achieve their goals, be it in relation to savings, pensions, retirement income or inheritance tax planning. I pride myself in offering my clients the reassurance that they have bespoke solutions in place for their needs as well ...
Whilst financial analysis and management can be complex (its the bit you pay us for), the communication should not be. Trust and Independence.Financial advice can be a mine-field of unexpected surprises. Here at Heritage we pride ourselves on taking out the confusion of such a complicated area that should concern anyone and everyone. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Tax & trust planning: Income ta...
We place people before profit.Everything we do is about helping you achieve your financial and life goals.We are your Financial Partners in your financial future Greenfields Financial Management is more than just numbers, calculators, and spreadsheets— we’re real people, just like you, who are passionate about helping others achieve their financial goals. Our team is made up of some of Britain’s savviest number-crunchers, and our results speak for themselves! With areas of interest ranging...
For friendly, local advice on lump sum investments, life assurance, pensions, EtcAbsolutely independent financial advice As Independent Financial Advisers, Barrow Financial Services work from the whole of the market to provide up to date solutions for all of our clients needs - aiming to provide the best possible Financial Planning advice. This can cover many areas, the more common include:Savings and Investments.Pension Transfer advice.Redundancy package advice.Life Assurance & Critical Illness...
Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters. Elmfield Financial Planning Ltd has over 50 years combined experience in financial services. We are experienced in supporting families, individuals, SMEs and professionals with clear advice on the options available to them to best achieve their financial objectives. We work with a number of Accountants and Solicitors who need the specialist advice of Financial...
Plain speaking advice for all your pension, investment, mortgage and protection needs Haworths Financial Services have been trading for over 15 years and are based at The Globe Centre in Accrington, with advisers covering the North West and Yorkshire.We have built up a solid client base with both individual and business clients, and advise on products including Pensions, ISAs, Mortgages, Life Assurance, and Inheritance Tax Planning.We also have relationships with other financial businesses allow...
Bedford Wealth Management has been built on helping ordinary people make the best of their current financial circumstances. At Bedford Wealth our role is to make your money work harder for you. Regardless of your situation our independent advisors will look at your current financial position and work with you to help you achieve the goals that you want to. You can then relax, in the knowledge that your finances are being managed in a way that suits you. We pride ourselves on our ability to build...
With experts at PM+M working across all areas of financial planning, we offer a fully integrated approach to support you and help you and your family achieve more. HELPING YOU MAKE THE MOST OF YOUR MONEYNo matter what your requirements are, PM+M can help identify your needs and provide a tailored solution that not only enhances your financial position but provides peace of mind that your hard-earned money is achieving more in every way possible.Working collaboratively with our specialists in acc...
We are an independent financial planning business which is focused on helping clients understand and plan for their future. The firm is based in the Ribble Valley and offers straightforward, high-quality financial advice, combined with a friendly approach, to both individuals and businesses.Being independent means we can remain completely objective and impartial as we are free to research, compare and recommend the most appropriate solutions for our clients needs from the whole of the UK financi...
We are a team of friendly and trusted financial advisers with many years experience of providing independent advice. Polygon Financial is dedicated to long term holistic financial planning, focused on wealth creation and protection. We strive to keep things simple and therefore understandable, so you remain in control. We work on a fee and/or commission basis, which will be fully discussed at our first no obligation fee free meeting. So, whether you have a pressing need, or simply wish to improv...
Private and business financial planning with our clients at the heart of everything - managing money with thought and care. Acumen was established in 2006 with a commitment to the highest quality advice, delivered in a way that focuses on our clients needs. We aim to bring common sense, clarity and transparency to your financial planning and invite new clients to discuss our services personally.Our services include: Financial PlanningInvestmentsPensionsRetirementEquity ReleaseOnce we have discus...
Financial advisor and practicing solicitor looking to help you achieve your financial goals through tailored financial advice for both individuals and business.Free initial consultation - in person, telephone or video call. Financial advisor and practicing solicitor looking to help you achieve your financial goals through tailored financial advice for both individuals and businesses. I have private and corporate clients across the north west of England, I am able to interact with clients face to...
I am very proud to say that at Continuum, we put our clients at the heart of everything we do. Modern with a common passion, outlook and commitment to practice true financial planning. As my client, you can expect unbiased and independent financial advice Our MissionTo bring to our clients a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.The PartnershipContinuum has been created by some of the most experienced people in the industry t...
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 help our customers hit their goals, not ours. Friendly, Trustworthy, Independent Financial Advice. Chartered Financial Planner with over a decade of experience across all types of customers including high net worth. Having been a Director of his previous firm prior to its sale, Rob set up Archetype Financial Planning at the beginning of 2023, to continue helping clients with their financial planning needs. Using over a decade of experience in all different aspects of financial services, such ...
We specialise in giving advice to clergy and also welcome the opportunity to work with all other clients. We believe in telling clients the real truth about money and offer a 100% commitment to helping each one achieve their goals, ambitions and desired lifestyle. We love what we do and we love to help others feel that way too.As Independent Financial Advisers, Anne Wray can provide advice on products from across the whole market including ethical and socially responsible investments. It is only...
Get expert independent advice on starting, transferring or accessing your pension with our transparent fixed fee offering. Or if you just want to make sure that your existing pension arrangements are on track come and talk to us! After nearly two decades of financial planning experience, we have developed significant expertise in helping people with a wide range of pension based needs.We work extensively with people who are planning for their retirement, be it starting a pension, considering ret...
Working closely with clients to achieve their financial goals is at the core of my business. I have over 12 years experience and have a wealth of knowledge and experitse in pensions, including Defined Benefit schemes, and investments. I provide clear and transparent advice in a simple and convenient way, along with giving you 24/7 online access to all your financial affairs using True Potential’s award-winning technology. You will be better informed, confident and empowered to reach and visual...
Are you looking for expert guidance and support when it comes to pensions and investments? Would you like to gain a better understanding of your financial situation and set up achievable goals? If the answer is yes, please consider using our services. We use True Potential Wealth Management’s award-winning technology, platform and products, but retain access to the whole of the market, which we feel provides us with a huge range of investment and pension choices for us to consider when making ...
I offer advice covering all your options pre and post Retirement including, Pension Consolidation, Flexible Drawdown, and Defined benefits transfers. I offer a full financial planning service incorporating Tax Planning, Investments, and Protection. As a highly experienced Financial Adviser with True Potential Wealth Management, part of the highly successful, award winning True Potential group of companies, I’m committed to delivering better value, choice and results for my clients. I believe i...
We provide bespoke financial planning to help you live the lifestyle that you want to live. We simplify the complexities of the financial world into plain English, so you can focus on yourself and the achievement of your goals. 1st Chartered is an Accredited Financial Planning firm based in Euxton near Chorley, Lancashire. We’re on a mission to tell you the truth about money and what it can do for you. With decades of combined experience within the financial services industry, our team holds s...
Expert Holistic Financial Planners. Trading since 1972. Financial Affairs is an independent, family owned and operated insurance broker & financial planning firm. Established in 1972, the aim was to provide bespoke insurance and financial solutions to personal, business and corporate entities.We have worked on the basis on building long term relationships across a wide range of sectors to ensure our clients get the best advice and service across all aspects of our business. Pensions & retirement...
We offer comprehensive independent financial advice and planning to enable our clients to understand and achieve their financial goals. At Life Financial Planning we have designed our Wealth-check system as a health check for your finances so you can achieve financial clarity, independence and peace of mind.There may be a particular financial issue that you have been putting off seeking help. As professional and approachable advisers we can help.We are Independent financial advisers and based in...
With in excess of 25 years industry experience to draw on and hundreds of long term client relationships in place, you will be dealing with a firm that puts your needs first. Websites - 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 Taxation planning Savi...
Final Salary pension? Click website and call or email now to speak direct to a final salary qualified adviser - why go round in circles ! I am a Final Salary Pension Transfer Adviser, providing advice throughout the UK.A Chartered Associate of the London Foundation for Banking & Finance (Chartered ALFBF).Qualified as an Associate of the Institute of Actuaries.I have over 15 years experience of working within the Financial Services industry.I typically have an initial discussion with you to discu...
Friendly, local, experienced Chartered Financial Planner who specialises in setting up speci?c strategies, aimed at supporting your ?nancial future. Will collaborate with you to provide unbiased financial planning, in a clear and easy to understand way. Professional Adviser Award Adviser Firm of the Year 2020 Bespoke Financial Planning using a tried and tested five stage process ensures that we address your personal needs. This goes from forming a professional relationship, analysis and research...
Our emphasis is firmly on offering straight talking & practical advice, which guides our clients through the complex financial landscape The Financial Option Groups highly trained financial advisers have more than 20 years of experience, so you can feel completely secure that you are in a safe pair of hands. All of our financial advice is completely impartial and we are absolutely committed to ensuring you make the right financial choice for your circumstances. Pensions & retirement: Pensions &...
A caring professional Financial Planning practice we put our clients centre stage in everything we do, Your Journey is Ours. Based in Heywood,serving both the local and national community. With over 100 years combined experience of advising corporate and personal clients providing them with a well rounded and holistic financial planning service. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protecti...
Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions. Prosperity Financial Planning is headed up by Lee Windle. Lee has been awarded Chartered Financial Planner status in 2013, He is one of only a small number of IFAs regarded as having reached the industrys "Gold standard".Providing financial advice since 1996, he has a wealth of experience in helping clients to achieve their financial goals. Pensions & retirement: Pens...
Trusted & Friendly Wealth Management Partner at True Potential LLP As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.With over 8 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.I provide advice on Savings and Investments, Retirement Planning and Protection.I take the time to get to know my ...
Barker Sutcliffe & Associates Limited provide Independent Advice on most Financial matters, we do not charge for an initial consultation. Barker Sutcliffe & Associates Ltd was founded by Paul Barker and Graham Sutcliffe following the natural progression of many years experience as Independent Financial Advisers. Our specialism is to provide Bespoke Financial Planning Solutions to busy professionals. Barker Sutcliffe & Associates Ltd aims to give• Impartial advice to both private and business c...
We are a friendly independent financial adviser in the North West of England and we specialise in retirement, investments and protection planning.Please feel free to get in contact for a free initial review. DTE Financial Planning are an independent financial adviser directly authorised by the Financial Conduct Authority. We have clients across the entire North West of England.We provide independent advice across all areas of Financial Planning which include Retirement Planning, Protection Plann...
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