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
As featured in

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
helped
3019
Minimum
wealth
wealth
£50k+
Meet the team
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages

Bespoke independent financial planning & investment advice exceeding British Standard BS:8577. Chartered Firm.
We'll help you see your life with a much clearer perspective of where you are and what's possible.
To CALL US NOW, click "Show number".
Clients
helped
helped
88
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

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.
Clients
helped
helped
20480
Minimum
wealth
wealth
£150k+
Meet the team
+13
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care

Wherever you are in life and whatever you want to achieve, Real Wealth is here to help. From financial planning, pensions and investments to protecting you, your family and your business, we understand you first, then build a plan around what matters most
Clients
helped
helped
27
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

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
helped
48
Minimum
wealth
wealth
£250k+
Meet the team
+8
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

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.
Clients
helped
helped
20480
Minimum
wealth
wealth
£150k+
Meet the team
+13
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care

We specialise in protection that actually protects - from family and mortgage cover to business and key-person insurance. Our award-winning team gives clear, honest advice tailored to your situation, and we handle it all from recommendation to claim.
Clients
helped
helped
41
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
si
Financial planning is about unlocking the life behind the numbers. With the help of our experienced team, you’ll move past money uncertainty and find the peace of mind you deserved all along.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£150k+
Meet the team
D
L
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business

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
helped
16017
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

Saving up was the easy part. The rules that built your wealth will not protect it when you start living off your savings. The Wealth Point helps clients with £250,000+ navigate the 10-year retirement transition safely. Book a 30-minute Discovery Call.
Clients
helped
helped
3585
Minimum
wealth
wealth
£250k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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Frequently Asked Questions about Financial Advisers in Trafford