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Top 10 Independent (IFAs) & Restricted Financial Advisers in Whaley Bridge

Find the best FCA regulated financial advisers in Whaley Bridge. Get expert help near you with pensions, investments, retirement planning and more
Whaley Bridge, High Peak, Derbyshire
TheWealthPoint

TheWealthPoint

Whaley bridge
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3174
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
sf

Slater Financial Ltd

New mills
Initial consultation free
FCA verified
Independent
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
1369
Minimum
wealth
£100k+
Meet the team
Phil Slater
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sam Hartley - True Potential Wealth Management

Sam Hartley - True Potential Wealth Management

New mills
Initial consultation free
FCA verified
Restricted
I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, I project your income, expenses and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
Clients
helped
379
Minimum
wealth
£250k+
Meet the team
Sam Hartley BSc (Hons) DipPFS
Nick Cassidy
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Chapel en le frith
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
58
Minimum
wealth
£250k+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Wren Sterling

Wren Sterling

New mills
Initial consultation free
FCA verified
Independent
Wren Sterling in Wilmslow was formally Mutual Financial Management. We've helped thousands of people to achieve their financial goals and we're experts in pensions, investments and tax planning.
Clients
helped
1940
Minimum
wealth
£100k+
Meet the team
Jordan Hagan
Scot Lamont
Can help with
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
sf

Slater Financial Ltd

New mills
Initial consultation free
FCA verified
Independent
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
1369
Minimum
wealth
£100k+
Meet the team
Phil Slater
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

New mills
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
1011
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Sam Hartley - True Potential Wealth Management

Sam Hartley - True Potential Wealth Management

Poynton and worth
Initial consultation free
FCA verified
Restricted
I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, I project your income, expenses and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
Clients
helped
379
Minimum
wealth
£250k+
Meet the team
Sam Hartley BSc (Hons) DipPFS
Nick Cassidy
Can help with
Pensions & retirement
Financial planning
Investments
Savings
The Private Office

The Private Office

Poynton and worth
Initial consultation free
FCA verified
Independent
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
39650
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Chris Pickering at Continuum Financial Services LLP

Chris Pickering at Continuum Financial Services LLP

Stockport
Initial consultation free
FCA verified
Independent
I'm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clear and less complicated.
Clients
helped
141
Minimum
wealth
£0+
Meet the team
Chris Pickering
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Whaley Bridge