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

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  • Kellands Chartered Financial Planners

    Wirral
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    19
    £250k+
    Can help with
    Pensions & retirement
  • 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.
    3946
    £0+
    Can help with
    Pensions & retirement
  • Group IFA

    Wirral
    FCA verified
    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.
    94
    £250k+
    Can help with
    Pensions & retirement
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  • Wirral Financial Services Ltd

    Wirral
    FCA verified
    Independent Financial Adviser, lowest cost advisors on the Wirral? we think so! friendly and local! We have a socially-distanced boardroom so in house meetings can be held safely!
    87
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Birkenhead
    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.
    9944
    £0+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (North West & Northern Ireland)

    Prenton
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    104
    £250k+
    Can help with
    Pensions & retirement
  • Group IFA

    Wirral
    FCA verified
    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.
    94
    £250k+
    Can help with
    Pensions & retirement
  • 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
    89
    £50k+
    Can help with
    Pensions & retirement
  • Arcus Wealth.

    Wirral
    FCA verified
    Independant Financial Adviser specialising on Pension planning and Investments. Have worked as an IFA for 25 years and can help with your Financial plans.
    Recently added
    £50k+
    Can help with
    Pensions & retirement
  • Hanson Financial Services

    Wirral
    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.
    763
    £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.