Saving for the future is something we all need to be doing, but it’s something that gets pushed down our to-do list time and time again. And when we do get round to it, there’s so much to learn out there that it all becomes so confusing.
It that sounds familiar, then you’re not alone. To help you out, we’ve gathered a list of the top 10 independent financial advisers that you should keep an eye on in the months ahead.
1. Mark Russel – True Bearing Chartered Financial Planners
Specialising in retirement planning, Mark Russel has been advising customers since 1999 when he became an Independent Financial Adviser. The pensions and retirement market is one that is constantly changing, and Mark prides himself on being able to offer up-to-date guidance for anyone who needs it. Whether it’s pre or post-retirement, Mark is able to offer impartial advice on planning for the future.
Follow True Bearing IFA on Twitter here.
2. Abigail Stidworthy – Strategic Solutions Financial Services
The financial sector, along with many others, is renowned for its complex language for anyone who doesn’t work in it, but that’s something Abigail is determined to work around. With over 15 years’ experience in the industry, Abigail is proud to offer clear and jargon-free advice to anyone who needs it. Her process is methodical, starting by asking clients questions about their circumstances and goals, but most of all it is thorough.
Keep up with Strategic Solutions on Twitter here.
3. Alistair Creevy – Independent Advisers Scotland Ltd
After 22 years in the financial industry, Alistair made the decision to become an Independent Financial Adviser, citing dealing with clients as providing the most job satisfaction. He focuses on building a strong relationship with clients and his own firm, which was set up in 2003, focuses on investments, pensions and minimum savings.
Follow Independent Advisers on Twitter here.
4. Anna Sofat – Addidi Wealth Ltd
Addidi Wealth stands out from the crowd with their approach to finance, which has inspiration, ethics and a mutual respect at the core of everything they do. But it’s also unique in the fact that it provides boutique financial services for women, ranging from pensions and ISAs to portfolios.
Follow Addidi on Twitter here.
5. Paul Lindfield, Sedulo Wealth Management
With 20 years’ experience in independent financial planning under his belt, Paul is well-versed in delivering realistic long-term plans to his clients. But it’s not just the quality he focuses on; Paul ensures that everything he does is delivered in an easy-to-understand manner and focuses on building long-term relationships with clients across the whole country.
Follow Paul on Twitter here.
Stay up-to-date with Sedulo here.
6. Hayley North – Rose & North
Hayley North built Rose & North on the principle of delivering clear and honest advice to clients of all shapes and sizes. She believes in an informal but professional approach when dealing with a range of services including minimum savings, investments, pensions and mortgages.
Follow Hayley North on LinkedIn here.
7. Dr Markas Gilmartin – Epoch Wealth Management LLP
Dr Markas takes somewhat of a unique approach to finance by focusing on two concepts: the ‘macro’ and the ‘micro’. The former refers to the bigger picture – what are you trying to achieve? While the latter involves focusing on the underlying smaller details of the portfolio. This helps to create a really unique and bespoke product catered to each client’s individual needs.
Stay up-to-date with Epoch Wealth on Twitter here.
8. Susan Tague – Altero Financial Services Ltd
With a career in financial services that spans more than two decades and involves working for Barclays Bank, Susan Tague has a thorough and detailed understanding of the industry. Her assessments are bespoke and tailor-made to each of her clients and take into account individual needs and objectives and any investment risk, of which clients are fully informed.
Follow Susan Tague on LinkedIn here.
9. Nicholas Pratt – The Pension Planner Ltd
With a strong focus on the retirement sector, Nicholas Pratt aims to make a relatively complex area of finance as simple and clear as possible. He places high quality advice above everything else, and explores all available options before presenting them in a jargon-free manner.
Keep up to date with Nicholas Pratt here on LinkedIn.
