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

Find the best FCA regulated financial advisers in Bootle. Get expert help near you with pensions, investments, retirement planning and more.
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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."
    603
    £500k+
    Can help with
    Pensions & retirement
  • TheWealthPoint

    Bootle
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2717
    £50k+
    Can help with
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Wallasey
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    2717
    £150k+
    Can help with
    Pensions & retirement
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  • SFL Wealth Management

    Liverpool
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    848
    £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
    86
    £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."
    603
    £500k+
    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."
    603
    £500k+
    Can help with
    Pensions & retirement
  • TheWealthPoint

    Liverpool
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2717
    £50k+
    Can help with
    Pensions & retirement
  • AFH Wealth

    Wallasey
    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
  • TheWealthPoint

    Liverpool
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2717
    £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.