Top 10 Independent (IFAs) & Restricted Financial Advisers in Swannington
- With a wealth of experience in face to face advice, my focus is on building long term working relationships with my clients based on trust and delivering on my promises. I enjoy enabling people to understand their own financial needs and objectives.Clients35
helpedMinimum£50k+
wealthPensions & retirement - Whatever your reasons for looking for a financial adviser, I would love to help you achieve your future personal goals by bringing your financial plans in line with your personal objectives.Clients57
helpedMinimum£0+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - I'm a friendly, supportive and professional financial planner dedicated to helping you make sensible decisions for your requirements. Together we will define your goals in the short and long term and create a bespoke plan to meet them.Clients10
helpedMinimum£50k+
wealthPensions & retirement - I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.Clients274
helpedMinimum£100k+
wealthPensions & retirement - Our aim is to help you with whatever areas of finance that are most important to you. We wish to develop long-term relationships with all of our clients and this usually starts by getting to know each other and deciding how it is that we are able to help.Clients51
helpedMinimum£0+
wealthPensions & 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.