Top 10 Independent (IFAs) & Restricted Financial Advisers in Lytham St Annes
Find the best FCA regulated financial advisers in Lytham St Annes. Get expert help near you with pensions, investments, retirement planning and more
Laura Duncan with Continuum Financial Services LLP
Lytham st annes
FCA verified
⭐️ Winner: Financial Adviser of the Year 2025 ⭐️ I offer 5 Star rated personalised solutions tailored to all needs. Secure your financial future with expert advice on investments, mortgages, protection, pensions, financial planning, & estate planning.
Clients
helped
helped
80
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Fox Lifestyle Financial Planning Ltd
Saint annes on the sea
FCA verified
We are a time served, evidence backed financial advice business specialising in delivering on our client objectives across all areas from planning for retirement through to providing oversight on client money and investments.
Clients
helped
helped
106
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Studio 61 Wealth Management Ltd
Saint annes on the sea
FCA verified
We focus on identifying client needs and providing tailored financial solutions.
Clients
helped
helped
51
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
The Private Office
Lytham st annes
FCA verified
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
38294
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Continuum Financial Services
Blackpool
FCA verified
Am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real.
Making decisions can be daunting, but I aim to make this process clearer and less complicated.
Clients
helped
helped
149
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Becketts FS Ltd
Blackpool
FCA verified
🏆 Advice Firm of the Year 2023 (Professional Adviser)
🏆 Advice Firm of the Year 2022 (Money Marketing)
🏆 New Model Adviser Top100 - 2021 | 2022 | 2023 | 2024
Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
Clients
helped
helped
102
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
TheWealthPoint
Blackpool
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
helped
2898
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Evelyn Partners
Bryning and warton
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
helped
765
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
SFL Wealth Management
Blackpool
FCA verified
Is your pension working for you?
Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
helped
884
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)
Blackpool
FCA verified
We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped
helped
390
Minimum
wealth
wealth
£250k+
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.
Why use Unbiased?
Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice.
Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.