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

I need advice on
Total assets
My postcode
First meeting is free

  • Chris Young - XV Wealth

    Liverpool
    FCA verified
    Building solid foundations for a secure financial future. Financial planning is a journey to achieve both your financial and lifestyle goals and our independent financial advisers provide coaching, education, and support to guide you along the journey.
    17
    £100k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Liverpool
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    1182
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd.

    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
    30
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Flying Colours

    Thornton
    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.
    17598
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Liverpool
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    28517
    £100k+
    Can help with
    Pensions & retirement

  • 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.
    271
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Thornton
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    78
    £250k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Liverpool
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    204
    £0+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Bootle
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    1182
    £50k+
    Can help with
    Pensions & retirement

  • Alpha Financial Management Limited

    Liverpool
    FCA verified
    You will not pay any fees unless we can help you. We stand by this fee guarantee on any matters.
    < 10
    £0+
    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.