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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
St Helens, Liverpool City Region
M&G Advice

M&G Advice

St helens
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
2241
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
MPI Financial Advice

MPI Financial Advice

St helens
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8669
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Evelyn Partners

Evelyn Partners

Newton le willows
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
999
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
True Potential Wealth Management LLP

True Potential Wealth Management LLP

Newton le willows
Initial consultation free
FCA verified
Restricted
I am a Passionate, Energetic and Attentive Adviser who prides himself on listening and helping clients achieve their goals.
Clients
helped
256
Minimum
wealth
£50k+
Meet the team
Jonathan Wilcox
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
Ian McCue - True Potential Wealth Management LLP

Ian McCue - True Potential Wealth Management LLP

St helens
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
221
Minimum
wealth
£500k+
Meet the team
Ian McCue
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

St helens
Initial consultation free
FCA verified
Independent
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
Clients
helped
2657
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Athelis Financial Ltd

Athelis Financial Ltd

St helens
Initial consultation free
FCA verified
Restricted
Athelis Financial Ltd have been providing financial advice for over 8 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
63
Minimum
wealth
£100k+
Meet the team
Callum Hassan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Paul Cryan - Alexander House Financial Planning Ltd

Paul Cryan - Alexander House Financial Planning Ltd

St helens
Initial consultation free
FCA verified
Independent
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
Clients
helped
659
Minimum
wealth
£50k+
Meet the team
Paul Cryan
Bill Eadie
Colin Thomson
John Cockerell
Bhupinder Singh
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Arcus Wealth - Mark O'Hara

Arcus Wealth - Mark O'Hara

Eccleston
Initial consultation free
FCA verified
Independent
By putting the client at the heart of everything, Mark is committed to providing quality financial advice with the ultimate goal of helping people get more of what they really want out of life.
Clients
helped
44
Minimum
wealth
£100k+
Meet the team
Mark O'Hara
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Oakley Independent Limited

Oakley Independent Limited

Rainford
Initial consultation free
FCA verified
Independent
Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
Clients
helped
721
Minimum
wealth
£50k+
Meet the team
Paul Hudson
Hannah R E Hudson
Laura L Buoey
Diane C Hudson
Jessica H R Hudson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in St Helens