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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  • Arcus Wealth - Mark O'Hara

    Widnes
    FCA verified
    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.
    36
    £100k+
    Can help with
    Pensions & retirement
  • Ian McCue - True Potential Wealth Management LLP

    Runcorn
    FCA verified
    Working closely with clients to achieve their financial goals is at the core of my business. I am a pension specialist and have over 13 years experience. I pride myself on coaching and educating clients to empower them to live the life they most desire.
    219
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Formby
    FCA verified
    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.
    37878
    £150k+
    Can help with
    Pensions & retirement
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  • 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."
    708
    £500k+
    Can help with
    Pensions & retirement
  • Wirral Financial Services Ltd

    Wallasey
    FCA verified
    Independent Financial Adviser, lowest cost advisors on the Wirral? we think so! friendly and local! We have a socially-distanced boardroom so in house meetings can be held safely!
    130
    £50k+
    Can help with
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Liverpool
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    5917
    £0+
    Can help with
    Pensions & retirement
  • Ryan Nevols at 2Plan Wealth Management

    Liverpool
    FCA verified
    Chartered Financial Planner and Fellow of the Personal Finance Society
    42
    £50k+
    Can help with
    Pensions & retirement
  • Titan Wealth Planning Limited

    Liverpool
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    89
    £50k+
    Can help with
    Pensions & retirement
  • Chris Jones - True Potential

    Rainhill
    FCA verified
    My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Wirral
    FCA verified
    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.
    37878
    £150k+
    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.