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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
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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
3095
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
RBC Brewin Dolphin

RBC Brewin Dolphin

Stockport
Initial consultation free
FCA verified
Restricted
Protect, grow and nurture your wealth through our expert and bespoke wealth management service. Let’s build your financial future so you can focus on what really matters.
Clients
helped
148
Minimum
wealth
£500k+
Meet the team
C
D
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
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
194
Minimum
wealth
£250k+
Meet the team
S
D
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
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
1180
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
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
887
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
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
504
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
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
2105
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
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Quilter

Stockport
Initial consultation free
FCA verified
Restricted
Quilter is a FTSE 250 company and leading UK-focused wealth manager. We offer a powerful combination of an award-winning platform, expertly managed investment solutions, and trusted financial advice to help over 500,000 clients achieve brighter financial
Clients
helped
40
Minimum
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Stockbroking services
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
407
Minimum
wealth
£100k+
Meet the team
Sam Hartley BSc (Hons) DipPFS
Nick Cassidy
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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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
1419
Minimum
wealth
£100k+
Meet the team
Phil Slater
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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Frequently Asked Questions about Financial Advisers in Heaton Moor