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

Find the best FCA regulated financial advisers in Stockport. Get expert help near you with pensions, investments, retirement planning and more
Stockport, Greater Manchester
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The Private Office

The Private Office

Stockport
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
41966
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Octopus Money

Octopus Money

Stockport
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
123
Minimum
wealth
£250k+
Meet the team
Ashley Thomas-Walsh
E
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Stockport
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
160
Minimum
wealth
£250k+
Meet the team
R
N
S
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Ray Tammam - Fairstone Wealth Management Ltd

Ray Tammam - Fairstone Wealth Management Ltd

Stockport
Initial consultation free
FCA verified
Independent
Fairstone is the number-1 rated Wealth Management and financial advice firm in the country on Trustpilot. We build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
Clients
helped
357
Minimum
wealth
£250k+
Meet the team
Ray Tammam
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Stockbroking services
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Stockport
Initial consultation free
FCA verified
Independent
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
3016
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Evelyn Partners

Evelyn Partners

Stockport
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
1521
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
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Stockport
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
160
Minimum
wealth
£250k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Stockport
Initial consultation free
FCA verified
Independent
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
3016
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Cullen Wealth

Cullen Wealth

Stockport
Initial consultation free
FCA verified
Independent
We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped
493
Minimum
wealth
£50k+
Meet the team
Harry Lewis
Matthew Testa
Brighda Thomas
James Elliot
Matthew Peoples
+20
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Neil Dawson - True Potential Wealth Management

Neil Dawson - True Potential Wealth Management

Stockport
Initial consultation free
FCA verified
Restricted
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped
186
Minimum
wealth
£100k+
Meet the team
Neil Dawson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
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Frequently Asked Questions about Financial Advisers in Stockport