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

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  • Thomas Dalton at True Potential Wealth Management LLP

    Stockport
    FCA verified
    Trusted & Friendly Wealth Management Partner at True Potential LLP
    38
    £50k+
    Can help with
    Pensions & retirement

  • ClearPlan Financial Services Ltd

    Cheadle
    FCA verified
    ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
    70
    £0+
    Can help with
    Pensions & retirement

  • Sam Hartley - True Potential Wealth Management

    Stockport
    FCA verified
    Experienced Financial Planner, with expertise in helping clients in such areas as Pension and Retirement Planning, including Defined Benefit and Defined Contribution Pension Transfers, Pension and Divorce cases and various investment structures.
    261
    £100k+
    Can help with
    Pensions & retirement
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  • Ascot Lloyd

    Stockport
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    801
    £150k+
    Can help with
    Pensions & retirement

  • Sustainable Financial Planning

    Stockport
    FCA verified
    Chartered Financial Planner providing Independent Financial Advice built around your future
    97
    £100k+
    Can help with
    Pensions & retirement

  • Consilium Financial Services Ltd.

    Stockport
    FCA verified
    At Consilium Financial Services, we pride ourselves on the friendly and approachable nature of our advisers and staff.
    82
    £50k+
    Can help with
    Pensions & retirement

  • TheWealthPoint

    Stockport
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    1589
    £50k+
    Can help with
    Pensions & retirement

  • Slater Financial Ltd

    Stockport
    FCA verified
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    1085
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Stockport
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    1588
    £50k+
    Can help with
    Pensions & retirement

  • Phil Anderson Financial Services Ltd

    Stockport
    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
    1479
    £50k+
    Can help with
    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.