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

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

AFH Wealth

Wallasey
Initial consultation free
FCA verified
Independent
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
Clients
helped
203
Minimum
wealth
£100k+
Meet the team
Neil Haynes
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Wirral Financial Services Ltd

Wirral Financial Services Ltd

Wallasey
Initial consultation free
FCA verified
Independent
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!
Clients
helped
130
Minimum
wealth
£50k+
Meet the team
William Smith
Can help with
Pensions & retirement
Investments
Business
The Private Office

The Private Office

Formby
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
39246
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
Beaumont Wealth

Beaumont Wealth

Wallasey
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1018
Minimum
wealth
£50k+
Meet the team
Ross Willan
Matt Hignett
Nia Sterio
Ben Nuttall
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Newton le willows
Initial consultation free
FCA verified
Independent
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
Clients
helped
2612
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
TheWealthPoint

TheWealthPoint

Liverpool
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3078
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Allisons Financial Planning Ltd

Allisons Financial Planning Ltd

Rainford
Initial consultation free
FCA verified
Independent
We provide help and advice on pensions, savings, mortgages and protection. We work with you to form a plan that will make your money work hard for you and help you reach those all important goals.
Clients
helped
13
Minimum
wealth
£50k+
Meet the team
Allie Baglow
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
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
922
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
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
42
Minimum
wealth
£100k+
Meet the team
Mark O'Hara
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Flying Colours Advice

Flying Colours Advice

Liverpool
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20030
Minimum
wealth
£250k+
Meet the team
Carl Williams
George Tuck
Liviu Ratoi
David Lemar
Arthur Childs
+13
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Merseyside