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

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  • 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

  • Verso Wealth Management Ltd

    Liverpool
    FCA verified
    15
    ยฃ500k+
    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.
    956
    ยฃ50k+
    Can help with
    Pensions & retirement
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  • 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.
    956
    ยฃ50k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Liverpool
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals โ€“ we can help.
    43
    ยฃ0+
    Can help with
    Pensions & retirement

  • Oakley Independent Limited

    Liverpool
    FCA verified
    Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
    543
    ยฃ50k+
    Can help with
    Pensions & retirement

  • Verso Wealth Management Ltd

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

  • Spectrum Independent Financial Services

    Liverpool
    FCA verified
    Based in South Liverpool for over 21+ years, Spectrum Independent has been providing local Independent Financial advice in Pensions, Savings, Insurance, Equity Release, & Mortgages, covering all areas of financial planning.
    82
    ยฃ0+
    Can help with
    Pensions & retirement

  • Temple Gray

    Liverpool
    FCA verified
    We make the complex understandable, take all the time you need and deliver value for money.
    235
    ยฃ50k+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Liverpool
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    1140
    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.