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

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
helped
29
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings

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
87
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

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
87
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

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
45
Minimum
wealth
wealth
£250k+
Meet the team
+8
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped
helped
435
Minimum
wealth
wealth
£50k+
Meet the team
+20
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

Dominic O'Connor - True Potential Wealth Management
Altrincham
Initial consultation free
FCA verified
Restricted
A professional, experienced and trusted Financial Adviser, committed to helping clients achieve their financial goals during their working life and in retirement.
Clients
helped
helped
76
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

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
helped
39983
Minimum
wealth
wealth
£150k+
Meet the team
+20
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

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
2707
Minimum
wealth
wealth
£50k+
Meet the team
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Frequently Asked Questions about Financial Advisers in Altrincham

