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

Find the best FCA regulated financial advisers in Trafford. Get expert help near you with pensions, investments, retirement planning and more
Trafford, Greater Manchester
Fairstone Group

Fairstone Group

Altrincham
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15287
Minimum
wealth
£0+
Meet the team
Andy Williamson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Manchester
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
80
Minimum
wealth
£250k+
Meet the team
P
L
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Unique Financial

Unique Financial

Altrincham
Initial consultation free
FCA verified
Independent
Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
Clients
helped
189
Minimum
wealth
£100k+
Meet the team
Jack Byrne
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Gresham Wealth Management Ltd

Gresham Wealth Management Ltd

Altrincham
Initial consultation free
FCA verified
Independent
Committed to providing a high standard of service to enhance the customer experience and reputation of the sector.
Clients
helped
27
Minimum
wealth
£250k+
Meet the team
Jonathan Young
Morven Millar
L
S
Can help with
Pensions & retirement
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Tristan Brodbeck Financial Planning Ltd

Tristan Brodbeck Financial Planning Ltd

Manchester
Initial consultation free
FCA verified
Independent
Take control of your money before it takes control of you!
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
Tristan Brodbeck
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
Cullen Wealth

Cullen Wealth

Altrincham
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
435
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
Kellands Chartered Financial Planners

Kellands Chartered Financial Planners

Altrincham
Initial consultation free
FCA verified
Independent
Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
Clients
helped
45
Minimum
wealth
£250k+
Meet the team
Guy Kelland
Chris Bull
Jennifer Skehan
Loretta Mooney
Charlotte Knight
+8
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
The Private Office

The Private Office

Altrincham
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
40031
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
Humboldt Financial

Humboldt Financial

Manchester
Initial consultation free
FCA verified
Independent
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.
Clients
helped
2561
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Altrincham
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
2709
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
Frequently Asked Questions about Financial Advisers in Trafford