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

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

Clients
helped

2442

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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TheWealthPoint

Wallasey

FCA verified

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Clients
helped

2844

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Multi award winning national group of independent Chartered Financial Planners offering personalised advice services. We provide tailored financial planning and cashflow planning to individuals, businesses, charities and trusts.

Clients
helped

109

Minimum
wealth

£250k+

Can help with

Pensions & retirement

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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."

Clients
helped

738

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Wirral

FCA verified

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Clients
helped

38079

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Old Royle Wealth Management Ltd

Wirral

FCA verified

Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country

Clients
helped

2770

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Sebastian Tempest at True Potential

Wirral

FCA verified

I have been helping my clients with their investments, pension & retirement planning, including Defined Benefit advice, since 2003. Please do get in touch and I will be delighted to help you achieve your financial goals.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Beaumont Wealth

Wirral

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.

Clients
helped

981

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

AFH Wealth

Wirral

FCA verified

Are you someone who would like to understand where they are financially, but do not have the time to invest, manage, track or truly understand the vagaries of pensions, investment and tax? Then I'd like to open up a free conversation on how I can help

Clients
helped

200

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

First Equitable Global Wealth Management

Wirral

FCA verified

Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.

Clients
helped

441

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.