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

Find the best FCA regulated financial advisers in Wilmslow. Get expert help near you with pensions, investments, retirement planning and more

Raymond James Wilmslow Cheshire

Wilmslow

FCA verified

Independent Financial Planning with personal and bespoke whole of market investment management. Office in the centre of Wilmslow.

Clients
helped

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Castlebridge Financial Planning

Wilmslow

FCA verified

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

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Matheson Charles

Wilmslow

FCA verified

We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.

Clients
helped

397

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Phil Anderson Financial Services Ltd

Wilmslow

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

Clients
helped

2465

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

MPI Financial Advice

Wilmslow

FCA verified

We provide a free update & advice service to help you understand your plans.

Clients
helped

8100

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14562

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Slater Financial Ltd

Wilmslow

FCA verified

20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.

Clients
helped

1358

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Wilmslow

FCA verified

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

38294

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

IJP Wealth Management Ltd

Alderley edge

FCA verified

Financial Adviser specialising in Pensions, Investments and General Financial Advice

Clients
helped

169

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Equilibrium Financial Planning

Handforth

FCA verified

Our wealth management experts specialise in financial planning, tax mitigation and investment management. Our purpose is to make people’s lives better by helping them to live the life they want; look after those they love and leave a powerful legacy.

Clients
helped

< 10

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.