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.
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  • TheWealthPoint

    St helens
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2749
    £250k+
    Can help with
    Pensions & retirement

  • Oakley Independent Limited

    St helens
    FCA verified
    Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
    685
    £50k+
    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."
    628
    £500k+
    Can help with
    Pensions & retirement
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  • Phil Anderson Financial Services Ltd

    St helens
    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
    2339
    £50k+
    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."
    628
    £500k+
    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

  • 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.
    19841
    £250k+
    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.
    5863
    £0+
    Can help with
    Pensions & retirement

  • Philip Wasley of True Potential Wealth Management

    Liverpool
    FCA verified
    Whether its pensions, investments or life cover please contact me for a friendly chat.
    107
    £0+
    Can help with
    Pensions & retirement

  • Neil Menear Wealth Management Ltd

    Liverpool
    FCA verified
    At NM Wealth we blend traditional values with modern thinking Our website is currently undergoing maintenance please contact <email address hidden> with any queries.
    < 10
    £100k+
    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.