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

Find the best FCA regulated financial advisers in Aughton. Get expert help near you with pensions, investments, retirement planning and more
Aughton, West Lancashire, Lancashire
Laura Duncan with Continuum Financial Services LLP

Laura Duncan with Continuum Financial Services LLP

Aughton
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
96
Minimum
wealth
£0+
Meet the team
Laura Duncan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
The Private Office

The Private Office

Ormskirk
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
39961
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Estella Peto
Mat Clark
+9
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Ormskirk
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
488
Minimum
wealth
£100k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Evelyn Partners

Evelyn Partners

Ormskirk
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
1077
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
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Maghull
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
488
Minimum
wealth
£100k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Evelyn Partners

Evelyn Partners

Maghull
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
1077
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
Evelyn Partners

Evelyn Partners

Sefton
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
1077
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

Burscough
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
Jenny Jones
Alex Dunk
Jon Landy
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Sefton
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
488
Minimum
wealth
£100k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Arcus Wealth - Mark O'Hara

Arcus Wealth - Mark O'Hara

Sefton
Initial consultation free
FCA verified
Independent
By putting the client at the heart of everything, Mark is committed to providing quality financial advice with the ultimate goal of helping people get more of what they really want out of life.
Clients
helped
47
Minimum
wealth
£100k+
Meet the team
Mark O'Hara
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Aughton