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

Find the best FCA regulated financial advisers in Preston. Get expert help near you with pensions, investments, retirement planning and more
Preston, Lancashire
Barrow Financial Services Ltd

Barrow Financial Services Ltd

Preston
Initial consultation free
FCA verified
Independent
For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
Clients
helped
190
Minimum
wealth
£50k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Long Term Care
and 1 more matches
Evelyn Partners

Evelyn Partners

Preston
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
996
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
Acumen Financial Partnership Limited

Acumen Financial Partnership Limited

Preston
Initial consultation free
FCA verified
Independent
Private and business financial planning with our clients at the heart of everything - managing money with thought and care.
Clients
helped
79
Minimum
wealth
£50k+
Meet the team
Phil Jones
Celia Evans
Alex Dunk
Jon Landy
Angela Maher
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
TheWealthPoint

TheWealthPoint

Preston
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
3159
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Laura Duncan with Continuum Financial Services LLP

Laura Duncan with Continuum Financial Services LLP

Preston
Initial consultation free
FCA verified
Independent
⭐️ Winner: Financial Adviser of the Year 2025 ⭐️ Award-winning Independent Financial Adviser offering 5-Star rated personalised advice on investments, pensions, mortgages, protection, financial planning & estate planning for professionals.
Clients
helped
92
Minimum
wealth
£0+
Meet the team
Laura Duncan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Fox Lifestyle Financial Planning Ltd

Fox Lifestyle Financial Planning Ltd

Preston
Initial consultation free
FCA verified
Independent
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
129
Minimum
wealth
£500k+
Meet the team
Stephen Fox
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
James Tucker - Blacktower Financial Management

James Tucker - Blacktower Financial Management

Preston
Initial consultation free
FCA verified
Independent
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
52
Minimum
wealth
£0+
Meet the team
James Tucker
Can help with
Expatriate finances
M&G Advice

M&G Advice

Lea
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
2241
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
TheWealthPoint

TheWealthPoint

Preston
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
3159
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Preston
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
39616
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+48
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Frequently Asked Questions about Financial Advisers in Preston