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

Find the best FCA regulated financial advisers in Treales. Get expert help near you with pensions, investments, retirement planning and more.
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  • Fox Lifestyle Financial Planning Ltd

    Kirkham
    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.
    95
    £500k+
    Can help with
    Pensions & retirement

  • Old Royle Wealth Management Ltd

    Kirkham
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    2717
    £150k+
    Can help with
    Pensions & retirement

  • Elmfield Financial Planning Limited

    Kirkham
    FCA verified
    Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.
    572
    £50k+
    Can help with
    Pensions & retirement
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  • Cullen Wealth

    Kirkham
    FCA verified
    We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
    362
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Kirkham
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 13,500 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14160
    £0+
    Can help with
    Pensions & retirement

  • TheWealthPoint

    Bryning and warton
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2717
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Medlar and wesham
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    37184
    £100k+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Freckleton
    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.
    848
    £50k+
    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."
    603
    £500k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Lea
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    7648
    £0+
    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.