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

Find the best FCA regulated financial advisers in Atherton. Get expert help near you with pensions, investments, retirement planning and more
Atherton, Wigan, Greater Manchester
MPI Financial Advice

MPI Financial Advice

Manchester
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8502
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Leigh
Initial consultation free
FCA verified
Independent
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
468
Minimum
wealth
£100k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Evelyn Partners

Evelyn Partners

Leigh
Initial consultation free
FCA verified
Restricted
"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
922
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
M&G Advice

M&G Advice

Manchester
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2164
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Manchester
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
43
Minimum
wealth
£250k+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Manchester
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
2612
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
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Manchester
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
43
Minimum
wealth
£250k+
Meet the team
R
N
S
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
TheWealthPoint

TheWealthPoint

Manchester
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3078
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Michael Melluish - True Potential Wealth Management

Michael Melluish - True Potential Wealth Management

Manchester
Initial consultation free
FCA verified
Restricted
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+
Meet the team
Michael Melluish
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Oakley Independent Limited

Oakley Independent Limited

Leigh
Initial consultation free
FCA verified
Independent
Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
Clients
helped
718
Minimum
wealth
£50k+
Meet the team
Diane C Hudson
Jessica H R Hudson
Laura L Buoey
Hannah R E Hudson
Paul Hudson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Atherton