Are you an adviser? Go to Unbiased Pro

Top 10 Independent (IFAs) & Restricted Financial Advisers in Heaton Moor

Find the best FCA regulated financial advisers in Heaton Moor. Get expert help near you with pensions, investments, retirement planning and more
Heaton Moor, Stockport, Greater Manchester
As featured by
As featured in
Evelyn Partners

Evelyn Partners

Manchester
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
1528
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
Saltus Partners LLP

Saltus Partners LLP

Manchester
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1157
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
499
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
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
42016
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
Tony Columbine True Potential Wealth Management

Tony Columbine True Potential Wealth Management

Stockport
Initial consultation free
FCA verified
Restricted
Whether you’re unsure where your pensions are held, worried about hidden fees, or simply want a smarter way to grow and protect your wealth, I’ll guide you step-by-step. My advice is transparent, tailored, and backed by award-winning technology that puts
Clients
helped
872
Minimum
wealth
£50k+
Meet the team
Tony Columbine
Tony Columbine
Tony Columbine
Tony Columbine
Tony Columbine
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
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
3019
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
Wren Sterling

Wren Sterling

Manchester
Initial consultation free
FCA verified
Independent
We're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.
Clients
helped
2051
Minimum
wealth
£50k+
Meet the team
Jordan Hagan
Qasim Qayyum
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Sam Hartley - True Potential Wealth Management

Sam Hartley - True Potential Wealth Management

Stockport
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
403
Minimum
wealth
£100k+
Meet the team
Sam Hartley BSc (Hons) DipPFS
Nick Cassidy
Can help with
Pensions & retirement
Financial planning
Investments
Savings
sf

Slater Financial Ltd

Stockport
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
1409
Minimum
wealth
£100k+
Meet the team
Phil Slater
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
161
Minimum
wealth
£250k+
Meet the team
S
D
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
As featured by
Frequently Asked Questions about Financial Advisers in Heaton Moor