Top 20 Independent Financial Advisers in Bodelwyddan

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  • Quilter Financial Services

    Cefnmeiriadog
    Long Standing Financial Advice Business specialising in Wealth Management and Financial Planning
    21
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harken Financial

    Abergele
    'Harken' means to attentively listen and attend to, which is fundamental to providing excellent financial planning and advice. No two clients are the same and as such it's important your adviser understands you and your needs so you can meet your objectives. Harken Financial was built upon this sound principle. We provide completely independent and expert advice on pensions and retirement, investments, estate planning, protection and mortgages. We offer flexible meetings, serving clients across Cheshire, Shropshire, Staffordshire, North and Mid Wales.
    126
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • White Oak Financial Planning

    Denbigh
    We pride ourselves on being honest, impartial and easy to talk to.
    71
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Boulton Financial Services Ltd

    Conwy
    We offer a free initial consultation
    73
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Halkyn
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    947
    £150k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Wirral
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9327
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neptune Capital Management Ltd

    Wirral
    Working closely with you, we will build a bespoke financial plan to help meet your financial and life objectives. Advisers based in Liverpool & Nottingham.
    20
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rosebridge

    Wirral
    Multi award winning national group of independent Chartered Financial Planners offering personalised advice to individuals, businesses, charities and trusts. A finalist in the PFS Chartered Financial Planning firm of the year 2020.
    76
    £250k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Mold
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Chester, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3684
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Mold
    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.
    12548
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Libertas Wealth Management

    Wirral
    Independent financial planners based in Stretton, Cheshire. We help private individuals, business owners, trustees, and those planning for their retirement to create, enhance and protect their wealth.
    < 10
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gee & Watson Investment and Pensions Ltd

    Wirral
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wirral Financial Services Ltd

    Wirral
    Independent Financial Adviser, lowest cost advisors on the Wirral? we think so! friendly and local! We have a socially-distanced boardroom so in house meetings can be held safely!
    65
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AHR Private Clients

    Wirral
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    21
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Buckley
    We're experts, we care, we're here so you can protect the life you love.
    193
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Quilter Financial Services

    Llanfairfechan
    Long Standing Financial Advice Business specialising in Wealth Management and Financial Planning
    21
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Storeton Rose Financial Planning Ltd

    Wirral
    We help down to earth people confidently make the decisions they need to achieve their financial goals. Our mission is to cut through the jargon and empower people to make decisions that will positively affect their financial future.
    New adviser
    £0+
    8.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Wealth Coach

    Llanfynydd
    Visit us face to face or remotely. Using a Chartered Financial Planner and Chartered Wealth Manager, you can be assured of the best outcomes. Always ask if your adviser is Chartered; don't compromise.
    29
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Sealand
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    12
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial Planning

    Wirral
    We specialise in pensions (including Final Salary Pension Schemes), Investments and Protection, also we advise on all aspects of mortgage.
    53
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    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.