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

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  • The Private Office

    Bold
    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.
    25849
    £100k+
    Can help with
    Pensions & retirement
  • Thomas Dalton at True Potential Wealth Management LLP

    Newton le willows
    FCA verified
    Trusted & Friendly Wealth Management Partner at True Potential LLP
    30
    £50k+
    Can help with
    Pensions & retirement
  • Hanson Financial Services

    Billinge chapel end
    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.
    753
    £50k+
    Can help with
    Pensions & retirement
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  • 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.
    16
    £100k+
    Can help with
    Pensions & retirement
  • B P Sanders and Company Limited

    St helens
    FCA verified
    Giving consistent positive and successful financial guidance to suit your needs for over 50 years
    156
    £50k+
    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.
    213
    £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.
    757
    £50k+
    Can help with
    Pensions & retirement
  • Haven Financial Planning Limited

    St helens
    FCA verified
    Whether you're planning for your retirement, investing for your future, passing on your wealth or protecting your loved ones, our professionals are able to help. Qualified Independent Financial Advisers.
    13
    £100k+
    Can help with
    Pensions & retirement
  • 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.
    23
    £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.
    9906
    £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.