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

Find the best FCA regulated financial advisers in Liverpool. Get expert help near you with pensions, investments, retirement planning and more
Liverpool, Liverpool City Region
Oakley Independent Limited

Oakley Independent Limited

Liverpool
FCA verified
Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
Clients
helped
696
Minimum
wealth
£50k+
Can help with
Pensions & retirement
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Liverpool
FCA verified
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
447
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Evelyn Partners

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."
Clients
helped
765
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Retirement Solutions (UK) Ltd

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.
Clients
helped
5975
Minimum
wealth
£0+
Can help with
Pensions & retirement
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Liverpool
FCA verified
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
447
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Philip Wasley of True Potential Wealth Management

Philip Wasley of True Potential Wealth Management

Liverpool
FCA verified
Whether its pensions, investments or life cover please contact me for a friendly chat.
Clients
helped
107
Minimum
wealth
£0+
Can help with
Pensions & retirement
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Liverpool
FCA verified
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
447
Minimum
wealth
£100k+
Can help with
Pensions & retirement
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Liverpool
FCA verified
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
447
Minimum
wealth
£100k+
Can help with
Pensions & retirement
MPI Financial Advice

MPI Financial Advice

Liverpool
FCA verified
We provide a free update & advice service to help you understand your plans.
Clients
helped
8100
Minimum
wealth
£0+
Can help with
Pensions & retirement
Titan Wealth Planning Limited

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
Clients
helped
94
Minimum
wealth
£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.