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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
Liverpool City Region
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
Arcus Wealth - Mark O'Hara

Arcus Wealth - Mark O'Hara

Liverpool
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
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Liverpool
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

Southport
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
1081
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

Liverpool
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
1081
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
Laura Duncan with Continuum Financial Services LLP

Laura Duncan with Continuum Financial Services LLP

Southport
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

Widnes
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
39983
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Sebastian Tempest at True Potential

Sebastian Tempest at True Potential

Wirral
Initial consultation free
FCA verified
Restricted
I have been helping my clients with their investments, pension & retirement planning, including Defined Benefit advice, since 2003. Please do get in touch and I will be delighted to help you achieve your financial goals.
Clients
helped
76
Minimum
wealth
£100k+
Meet the team
Sebastian Tempest
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
M&G Advice

M&G Advice

Liverpool
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2285
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Old Royle Wealth Management Ltd

Old Royle Wealth Management Ltd

Wallasey
Initial consultation free
FCA verified
Independent
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped
2867
Minimum
wealth
£150k+
Meet the team
Richard Clayton
Nikita Phillips
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
Frequently Asked Questions about Financial Advisers in Liverpool City Region