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

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  • Kane Platt at Warrington Wealth Management Ltd

    St helens
    FCA verified
    Passionate about helping my clients achieve their goals by building great relationships that last for many years. Have over 20 years experience of providing quality financial advice and can help you with any advice scenario that you may have.
    32
    £100k+
    Can help with
    Pensions & retirement

  • Storeton Rose Financial Planning Ltd

    St helens
    FCA verified
    We help down to earth people confidently make the decisions they need to achieve their financial goals. Our mission is to cut through the jargon and empower people to make decisions that will positively affect their financial future.
    83
    £100k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Newton le willows
    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
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  • Thrive Wealth Management Limited

    Newton le willows
    FCA verified
    34
    £50k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    St helens
    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

  • 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
    1761
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    St helens
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10914
    £0+
    Can help with
    Pensions & retirement

  • Rigby Financial

    Rainford
    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.
    19
    £100k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management LLP

    Newton le willows
    FCA verified
    I am a Passionate, Energetic and Attentive Adviser who prides himself on listening and helping clients achieve their goals.
    215
    £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
    579
    £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.