Top 10 Independent (IFAs) & Restricted Financial Advisers in St Helens

Find the best FCA regulated financial advisers in St Helens. Get expert help near you with pensions, investments, retirement planning and more.
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  • Phil Anderson Financial Services Ltd

    Newton le willows
    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
    2404
    £50k+
    Can help with
    Pensions & retirement
  • Chris Jones - True Potential

    Rainhill
    FCA verified
    My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.
    Recently added
    £100k+
    Can help with
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    St helens
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    2745
    £150k+
    Can help with
    Pensions & retirement
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  • Advies Wealth Ltd

    Rainhill
    FCA verified
    We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
    377
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    St helens
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14348
    £0+
    Can help with
    Pensions & retirement
  • Allisons Financial Planning Ltd

    Rainford
    FCA verified
    We provide help and advice on pensions, savings, mortgages and protection. We work with you to form a plan that will make your money work hard for you and help you reach those all important goals.
    13
    £50k+
    Can help with
    Pensions & retirement
  • Evelyn Partners

    St helens
    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."
    691
    £500k+
    Can help with
    Pensions & retirement
  • MPI Financial Advice

    St helens
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    7882
    £0+
    Can help with
    Pensions & retirement
  • Ian McCue - True Potential Wealth Management LLP

    St helens
    FCA verified
    Working closely with clients to achieve their financial goals is at the core of my business. I am a pension specialist and have over 13 years experience. I pride myself on coaching and educating clients to empower them to live the life they most desire.
    219
    £50k+
    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
    688
    £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.