Top 10 Independent (IFAs) & Restricted Financial Advisers in Bootle
- 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 helpClients176
helpedMinimum£50k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.Clients36
helpedMinimum£100k+
wealthPensions & retirement - 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.Clients355
helpedMinimum£100k+
wealthPensions & retirement - As your local Financial Adviser and part of the local community I understand everyone has unique circumstances, so you can rest assured I will create a bespoke and achievable plan to build your solid financial future.Clients49
helpedMinimum£50k+
wealthPensions & 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.