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

Find the best FCA regulated financial advisers in Wirral. Get expert help near you with pensions, investments, retirement planning and more.
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  • Ross Keeling at Arcus Wealth

    Wirral
    FCA verified
    As your local Financial Adviser and part of the local community I understand everyone has unique circumstances, so you can rest assured I will create a bespoke and achievable plan to build your solid financial future.
    56
    £50k+
    Can help with
    Pensions & retirement

  • Beaumont Wealth

    Wallasey
    FCA verified
    With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.
    967
    £50k+
    Can help with
    Pensions & retirement

  • Old Royle Wealth Management Ltd

    Wallasey
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    2727
    £150k+
    Can help with
    Pensions & retirement
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  • Retirement Solutions (UK) Ltd

    Prenton
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    5863
    £0+
    Can help with
    Pensions & retirement

  • Stephen Cross of True Potential Wealth Management

    Wirral
    FCA verified
    Experienced local advice on Investments, Protection, and in particular Pensions, including access to True Potential Wealth Management's Final Salary Pension Transfer Specialists
    140
    £50k+
    Can help with
    Pensions & retirement

  • XV Wealth Ltd

    Prenton
    FCA verified
    Certified Financial Planners, specialising in pensions, investments, retirement & estate planning. Based in Cheshire. Trusted by 100+ clients. Independent Advice. Book your Unbiased Financial Meeting here: <url hidden>
    31
    £150k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Birkenhead
    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."
    628
    £500k+
    Can help with
    Pensions & retirement

  • Unique Financial

    Prenton
    FCA verified
    Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
    133
    £100k+
    Can help with
    Pensions & retirement

  • Sedulo Wealth Management Ltd

    Wirral
    FCA verified
    We believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Phil Anderson Financial Services Ltd

    Wirral
    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
    2339
    £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.