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

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  • Chameleon Financial Planning

    Thornton cleveleys
    FCA verified
    As lifetime financial planners, we look to build trusted, long-term relationships to help you fulfil your lifetime goals, secure your financial future and protect all that is important to you. We pride ourselves on delivering an unrivalled service.
    185
    £0+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management LLP

    Blackpool
    FCA verified
    Are you looking for expert guidance and advice when it comes to pensions and investments? Do you think it may be beneficial to speak to a professional adviser with no obligation and at no cost to you? If you do, please consider using our services.
    187
    £50k+
    Can help with
    Pensions & retirement
  • Temple Gray

    Blackpool
    FCA verified
    We make the complex understandable, take all the time you need and deliver value for money.
    265
    £50k+
    Can help with
    Pensions & retirement
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  • Fox Life Financial Planning Ltd

    Poulton le fylde
    FCA verified
    At Fox we are real people, with real experiences over the years in helping people achieve their goals. We pride ourselves on being able to have a straight conversation in plain English and our clients tell us that's why they stay with us year after year.
    20
    £150k+
    Can help with
    Pensions & retirement
  • Chameleon Financial Planning

    Blackpool
    FCA verified
    As lifetime financial planners, we look to build trusted, long-term relationships to help you fulfil your lifetime goals, secure your financial future and protect all that is important to you. We pride ourselves on delivering an unrivalled service.
    185
    £0+
    Can help with
    Pensions & retirement
  • Becketts FS Ltd

    Poulton le fylde
    FCA verified
    🏆 Advice Firm of the Year 2023 (Professional Adviser) 🏆 Advice Firm of the Year 2022 (Money Marketing) 🏆 New Model Adviser Top100 - 2020 | 2021 | 2022 | 2023 Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
    56
    £100k+
    Can help with
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Blackpool
    FCA verified
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers.
    4393
    £0+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (North West & 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.
    136
    £250k+
    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 - 2020 | 2021 | 2022 | 2023 Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
    56
    £100k+
    Can help with
    Pensions & retirement
  • Thomas Dalton at True Potential Wealth Management LLP

    Overton
    FCA verified
    Trusted & Friendly Wealth Management Partner at True Potential LLP
    31
    £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.