Are you an adviser? Go to Unbiased Pro
Login

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

Find the best FCA regulated financial advisers in Hale. Get expert help near you with pensions, investments, retirement planning and more
Hale, Altrincham, Trafford, Greater Manchester
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
2519
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Cheryl Horne
Neil Gallagher
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Trusted Planning Ltd

Trusted Planning Ltd

Altrincham
Initial consultation free
FCA verified
Independent
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
86
Minimum
wealth
£100k+
Meet the team
Dan Brocklehurst
Graham Waterworth
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
2519
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Cheryl Horne
Neil Gallagher
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
407
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
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
38785
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
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
162
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
23
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
Sam Hartley - True Potential Wealth Management

Sam Hartley - True Potential Wealth Management

Altrincham
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
365
Minimum
wealth
£100k+
Meet the team
Sam Hartley BSc (Hons) DipPFS
Nick Cassidy
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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
14783
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
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
42
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
Frequently Asked Questions about Financial Advisers in Hale