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

Find the best FCA regulated financial advisers in Westhoughton. Get expert help near you with pensions, investments, retirement planning and more
Westhoughton, Greater Manchester
Athelis Financial Ltd

Athelis Financial Ltd

Westhoughton
FCA verified
Athelis Financial Ltd have been providing financial advice for over 8 years. 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
47
Minimum
wealth
£100k+
Can help with
Pensions & retirement
TheWealthPoint

TheWealthPoint

Manchester
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2898
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Oakley Independent Limited

Oakley Independent Limited

Leigh
FCA verified
Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
Clients
helped
696
Minimum
wealth
£50k+
Can help with
Pensions & retirement
TheWealthPoint

TheWealthPoint

Wigan
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2898
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Michael Melluish - True Potential Wealth Management

Michael Melluish - True Potential Wealth Management

Horwich
FCA verified
I offer advice covering all your options at Retirement, including Flexible Drawdown, and Defined Benefit transfers. I also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice, and Protection advice.
Clients
helped
39
Minimum
wealth
£0+
Can help with
Pensions & retirement
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Manchester
FCA verified
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
2465
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Harmony Wealth Management LTD

Harmony Wealth Management LTD

Bolton
FCA verified
The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
Clients
helped
363
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Leigh
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
765
Minimum
wealth
£500k+
Can help with
Pensions & retirement
TheWealthPoint

TheWealthPoint

Bolton
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2898
Minimum
wealth
£250k+
Can help with
Pensions & retirement
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Leigh
FCA verified
Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.
Clients
helped
447
Minimum
wealth
£100k+
Can help with
Pensions & retirement
How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

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