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

Find the best FCA regulated financial advisers in Altrincham. Get expert help near you with pensions, investments, retirement planning and more
Altrincham, Trafford, Greater Manchester
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Real Wealth Partners Ltd

Real Wealth Partners Ltd

Altrincham
Initial consultation free
FCA verified
Independent
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
48
Minimum
wealth
£150k+
Meet the team
Joao Nogueira
John White
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
48
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
Castlebridge Financial Planning

Castlebridge Financial Planning

Sale
Initial consultation free
FCA verified
Restricted
We provide broad based advice mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
32
Minimum
wealth
£250k+
Meet the team
Adam Hussein
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Count Finance

Count Finance

Altrincham
Initial consultation free
FCA verified
Restricted
UK’s first fully automated financial adviser. Get a personalised plan in minutes. No minimum wealth. No jargon. No pressure. Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
3186
Minimum
wealth
£0+
Meet the team
Laura Cornely
Karl Townsend
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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
42386
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+48
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
The Private Office

The Private Office

Sale
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
42386
Minimum
wealth
£150k+
Meet the team
George Hicks
Daniel Lea
Robert Morse
Tony Padgett
Daniel Schofield
+21
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Suttons Independent Financial Advisers

Suttons Independent Financial Advisers

Altrincham
Initial consultation free
FCA verified
Independent
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
Recently added
Minimum
wealth
£150k+
Meet the team
Daniel Barrett
Luke Davidson
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
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
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
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
3062
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

Sale
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
125
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
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Frequently Asked Questions about Financial Advisers in Altrincham