Top 10 Independent (IFAs) & Restricted Financial Advisers in Heald Green

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  • 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.
    68
    £0+
    Can help with
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Cheadle
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    1867
    £100k+
    Can help with
    Pensions & retirement
  • Phil Anderson Financial Services Ltd

    Cheadle
    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
    1415
    £50k+
    Can help with
    Pensions & retirement
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  • My Pension Expert

    Cheadle
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    184
    £0+
    Can help with
    Pensions & retirement
  • Equilibrium Financial Planning

    Handforth
    FCA verified
    Our wealth management experts specialise in financial planning, tax mitigation and investment management. Our purpose is to make people’s lives better by helping them to live the life they want; look after those they love and leave a powerful legacy.
    < 10
    £500k+
    Can help with
    Pensions & retirement
  • Flying Colours Advice

    Manchester
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18214
    £150k+
    Can help with
    Pensions & retirement
  • Ross Keeling at Arcus Wealth

    Cheadle
    FCA verified
    As your local Financial Adviser and part of the local community I understand everyone has unique circumstances, so you can rest assured I will create a bespoke and achievable plan to build your solid financial future.
    32
    £50k+
    Can help with
    Pensions & retirement
  • Edward Mellor Financial Services

    Cheadle
    FCA verified
    We pride ourselves on building comprehensive financial plans around sound investment principles.
    88
    £0+
    Can help with
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Manchester
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    1867
    £100k+
    Can help with
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Cheadle
    FCA verified
    We are one of the UK's leading Retirement Advice firms, covering all options from Annuities to Drawdown, and everything in between. Whether you are looking to transfer your pension or maximise your income in retirement, we are confident we can help.
    4816
    £0+
    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.