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

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  • Sam Hartley - True Potential Wealth Management

    Liverpool
    FCA verified
    Experienced Financial Planner, with expertise in helping clients in such areas as Pension and Retirement Planning, including Defined Benefit and Defined Contribution Pension Transfers, Pension and Divorce cases and various investment structures.
    189
    ยฃ100k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Liverpool
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    2742
    ยฃ0+
    Can help with
    Pensions & retirement

  • Cullen Wealth

    Liverpool
    FCA verified
    We know that managing your finances is about more than looking after your money. Itโ€™s about achieving your lifelong goals.
    29
    ยฃ50k+
    Can help with
    Pensions & retirement
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  • Wren Sterling

    Liverpool
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    1137
    ยฃ50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jordan Evason

    Liverpool
    FCA verified
    Personal and Professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    Recently added
    ยฃ0+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Liverpool
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    945
    ยฃ50k+
    Can help with
    Pensions & retirement

  • Neil Menear Wealth Management Ltd

    Liverpool
    FCA verified
    At NM Wealth we blend traditional values with modern thinking Our website is currently undergoing maintenance please contact <email address hidden> with any queries.
    Recently added
    ยฃ100k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Liverpool
    FCA verified
    Flying Colours โ€“ for a brighter financial future. Whether youโ€™re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17077
    ยฃ100k+
    Can help with
    Pensions & retirement

  • Verso Wealth Management Ltd

    Liverpool
    FCA verified
    15
    ยฃ500k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Liverpool
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure theyโ€™re being as tax efficient as possible.
    4992
    ยฃ50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of lifeโ€™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 thereโ€™s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.