Top 10 Independent (IFAs) & Restricted Financial Advisers in Moreton Cum Alcumlow

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  • ClearPlan Financial Services Ltd

    Congleton
    FCA verified
    ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
    149
    £0+
    Can help with
    Pensions & retirement

  • Moneytree Wealth Management Ltd

    Congleton
    FCA verified
    We specialise in retirement planning and pension advice from our Chester city centre office.
    272
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Congleton
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30553
    £100k+
    Can help with
    Pensions & retirement
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  • Phil Anderson Financial Services Ltd

    Congleton
    FCA verified
    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
    1415
    £50k+
    Can help with
    Pensions & retirement

  • Chris Philcox - True Potential Wealth Management

    Kidsgrove
    FCA verified
    I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
    303
    £500k+
    Can help with
    Pensions & retirement

  • DGS Chartered Financial Planners

    Kidsgrove
    FCA verified
    Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
    109
    £100k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Betchton
    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.
    1542
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Kidsgrove
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18214
    £150k+
    Can help with
    Pensions & retirement

  • My Pension Expert

    Kidsgrove
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    184
    £0+
    Can help with
    Pensions & retirement

  • Sam Hartley - True Potential Wealth Management

    Stoke on trent
    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.
    256
    £100k+
    Can help with
    Pensions & 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.