Top 10 Independent (IFAs) & Restricted Financial Advisers in Bury
Find the best FCA regulated financial advisers in Bury. Get expert help near you with pensions, investments, retirement planning and more

We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped
helped
435
Minimum
wealth
wealth
£50k+
Meet the team
+20
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

Managing your finances can be difficult and complex without professional support. Our role as a Wealth Management Partner, is to remove the stress and use our expertise and over 27 years of experience to enable you to meet your financial goals.
Clients
helped
helped
131
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

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
helped
2705
Minimum
wealth
wealth
£50k+
Meet the team
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages

"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
helped
76
Minimum
wealth
wealth
£250k+
Meet the team
P
N
R
T
Can help with
Pensions & retirement
Financial planning
Tax & trust planning

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
helped
39961
Minimum
wealth
wealth
£150k+
Meet the team
+21
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
Clients
helped
helped
114
Minimum
wealth
wealth
£50k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

"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
helped
76
Minimum
wealth
wealth
£250k+
Meet the team
S
N
R
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Frequently Asked Questions about Financial Advisers in Bury


