Top 10 Independent (IFAs) & Restricted Financial Advisers in Liverpool City Region

Find the best FCA regulated financial advisers in Liverpool City Region. Get expert help near you with pensions, investments, retirement planning and more.
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  • Phil Anderson Financial Services Ltd

    Wirral
    FCA verified
    Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
    2324
    £50k+
    Can help with
    Pensions & retirement

  • George Travis Ltd

    Wirral
    FCA verified
    Chartered Financial Planner - Professional, experienced and qualified. Fully independent. Reliable, approachable and adaptable to your needs. Personal contact point.
    16
    £100k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North West & Northern Ireland)

    Liverpool
    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.
    225
    £250k+
    Can help with
    Pensions & retirement
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  • Beaumont Wealth

    Wirral
    FCA verified
    With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.
    964
    £50k+
    Can help with
    Pensions & retirement

  • TheWealthPoint

    Liverpool
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2717
    £50k+
    Can help with
    Pensions & retirement

  • AFH Wealth

    Wirral
    FCA verified
    Are you someone who would like to understand where they are financially, but do not have the time to invest, manage, track or truly understand the vagaries of pensions, investment and tax? Then I'd like to open up a free conversation on how I can help
    197
    £50k+
    Can help with
    Pensions & retirement

  • Ryan Nevols at 2Plan Wealth Management

    Liverpool
    FCA verified
    Chartered Financial Planner and Fellow of the Personal Finance Society
    41
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Liverpool
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    19825
    £250k+
    Can help with
    Pensions & retirement

  • Sam Hartley - True Potential Wealth Management

    St helens
    FCA verified
    I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, we project your income, expenses, and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
    346
    £100k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Liverpool
    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

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.