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

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  • Phil Anderson Financial Services Ltd

    Formby
    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
    1405
    £50k+
    Can help with
    Pensions & retirement

  • Lightside Financial Planning

    Formby
    FCA verified
    Welcome to LightSide Financial Planning. We are dynamic, forward thinking, independent financial advisors in Crosby, Liverpool.
    239
    £150k+
    Can help with
    Pensions & retirement

  • Rigby Financial

    Formby
    FCA verified
    "WINNER: BEST SMALL ADVISER OF THE YEAR" - Sesame Bankhall Group Conference 2020. We are a family run business offering full holistic financial planning with over 40 years experience.
    20
    £100k+
    Can help with
    Pensions & retirement
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  • Hanson Financial Services

    Little altcar
    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.
    1540
    £50k+
    Can help with
    Pensions & retirement

  • First Equitable Global Wealth Management

    Great altcar
    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.
    308
    £100k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Southport
    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.
    1540
    £50k+
    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.
    1540
    £50k+
    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.
    427
    £250k+
    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.
    427
    £250k+
    Can help with
    Pensions & retirement

  • Lightside Financial Planning

    Liverpool
    FCA verified
    Welcome to LightSide Financial Planning. We are dynamic, forward thinking, independent financial advisors in Crosby, Liverpool.
    239
    £150k+
    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.