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

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  • TheWealthPoint

    Stockport
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    1989
    £50k+
    Can help with
    Pensions & retirement

  • Consilium Financial Services Ltd.

    Poynton and worth
    FCA verified
    At Consilium Financial Services, we pride ourselves on the friendly and approachable nature of our advisers and staff.
    89
    £50k+
    Can help with
    Pensions & retirement

  • Old Royle Wealth Management Ltd

    Stockport
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    2202
    £100k+
    Can help with
    Pensions & retirement
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  • Ascot Lloyd

    Poynton and worth
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1017
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Stockport
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    32857
    £100k+
    Can help with
    Pensions & retirement

  • Everystep Financial Services

    Stockport
    FCA verified
    We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
    122
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Poynton and worth
    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.
    32857
    £100k+
    Can help with
    Pensions & retirement

  • Slater Financial Ltd

    Stockport
    FCA verified
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    1171
    £50k+
    Can help with
    Pensions & retirement

  • Trusted Planning Ltd

    Stockport
    FCA verified
    Bespoke independent financial planning & investment advice exceeding British Standard BS:8577. Chartered Firm. We'll help you see your life with a much clearer perspective of where you are and what's possible. To CALL US NOW, click "Show number".
    78
    £100k+
    Can help with
    Pensions & retirement

  • IJP Wealth Management Ltd

    Stockport
    FCA verified
    Financial Adviser specialising in Pensions, Investments and General Financial Advice
    152
    £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.