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Top 10 Independent (IFAs) & Restricted Financial Advisers in Cheshire East

Find the best FCA regulated financial advisers in Cheshire East. Get expert help near you with pensions, investments, retirement planning and more
Cheshire East
The Private Office

The Private Office

Macclesfield
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39605
Minimum
wealth
£150k+
Meet the team
Paul Sanders
Alexander Law
Robert Morse
George Hicks
Ellie Jarvis
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Knutsford
Initial consultation free
FCA verified
Independent
Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
2656
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Beaumont Wealth

Beaumont Wealth

Knutsford
Initial consultation free
FCA verified
Independent
With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.
Clients
helped
1025
Minimum
wealth
£50k+
Meet the team
Matthew Hignett
Mark Evans
Ross Willan
Mark Evans
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Raymond James Wilmslow Cheshire

Raymond James Wilmslow Cheshire

Knutsford
Initial consultation free
FCA verified
Independent
Independent Financial Planning with personal and bespoke whole of market investment management. Office in the centre of Wilmslow.
Clients
helped
51
Minimum
wealth
£500k+
Meet the team
Robert allman
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Stockbroking services
TheWealthPoint

TheWealthPoint

Wistaston
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3156
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sam Hartley - True Potential Wealth Management

Sam Hartley - True Potential Wealth Management

Poynton and worth
Initial consultation free
FCA verified
Restricted
I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, I project your income, expenses and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
Clients
helped
378
Minimum
wealth
£250k+
Meet the team
Sam Hartley BSc (Hons) DipPFS
Nick Cassidy
Can help with
Pensions & retirement
Financial planning
Investments
Savings
The Private Office

The Private Office

Knutsford
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39605
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
MPI Financial Advice

MPI Financial Advice

Wilmslow
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8664
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Steggles Wealth Ltd

Steggles Wealth Ltd

Knutsford
Initial consultation free
FCA verified
Restricted
Steggles Wealth Ltd has been providing financial advice for over 15 years. We provide broad based advice mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
20
Minimum
wealth
£50k+
Meet the team
Chris Steggles
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Wilmslow
Initial consultation free
FCA verified
Independent
Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
2656
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Frequently Asked Questions about Financial Advisers in Cheshire East