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

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  • Elmfield Financial Planning Limited

    Claughton
    FCA verified
    Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.
    292
    £0+
    Can help with
    Pensions & retirement

  • AHR Private Clients

    Catterall
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    210
    £150k+
    Can help with
    Pensions & retirement

  • Thomas Dalton at True Potential Wealth Management LLP

    Catterall
    FCA verified
    Trusted & Friendly Wealth Management Partner at True Potential LLP
    36
    £50k+
    Can help with
    Pensions & retirement
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  • Barrow Financial Services Ltd

    Garstang
    FCA verified
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    78
    £50k+
    Can help with
    Pensions & retirement

  • Thomas Dalton at True Potential Wealth Management LLP

    Preston
    FCA verified
    Trusted & Friendly Wealth Management Partner at True Potential LLP
    36
    £50k+
    Can help with
    Pensions & retirement

  • Continuum Financial Services

    Preston
    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.
    91
    £0+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management LLP

    Preston
    FCA verified
    Are you looking for professional advice? Do you think it may be beneficial to speak to a fully qualified and FCA registered adviser who has thirty years experience with no obligation and at no cost to you? If you do, please consider using our services.
    198
    £50k+
    Can help with
    Pensions & retirement

  • Barrow Financial Services Ltd

    Preston
    FCA verified
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    185
    £50k+
    Can help with
    Pensions & retirement

  • Continuum Financial Services

    Ellel
    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.
    91
    £0+
    Can help with
    Pensions & retirement

  • Danbro Financial Planning Limited

    Kirkham
    FCA verified
    We aim to provide clear and understandable financial planning advice. We believe that financial planning, saving, borrowing & investing need not be complicated - the best plans & products are the ones that are clear, understandable and easy to follow!
    21
    £50k+
    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.