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

Find the best FCA regulated financial advisers in Poynton. Get expert help near you with pensions, investments, retirement planning and more.
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  • Sam Hartley - True Potential Wealth Management

    Poynton and worth
    FCA verified
    I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, we project your income, expenses, and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
    346
    £100k+
    Can help with
    Pensions & retirement

  • TheWealthPoint

    Poynton and worth
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2717
    £250k+
    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.
    37184
    £100k+
    Can help with
    Pensions & retirement
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  • Evelyn Partners

    Stockport
    FCA verified
    "Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
    603
    £500k+
    Can help with
    Pensions & retirement

  • Athelis Financial Ltd

    Poynton and worth
    FCA verified
    Athelis Financial Ltd have been providing financial advice for over 8 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.
    39
    £100k+
    Can help with
    Pensions & retirement

  • Phil Anderson Financial Services Ltd

    Poynton and worth
    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
    2324
    £50k+
    Can help with
    Pensions & retirement

  • TheWealthPoint

    Stockport
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2717
    £250k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Poynton and worth
    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.
    19825
    £250k+
    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".
    85
    £100k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Adlington
    FCA verified
    "Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
    603
    £500k+
    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.