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

Find the best FCA regulated financial advisers in Birkenhead. Get expert help near you with pensions, investments, retirement planning and more
Birkenhead, Wirral, Liverpool City Region
Unique Financial

Unique Financial

Prenton
Initial consultation free
FCA verified
Independent
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.
Clients
helped
179
Minimum
wealth
£100k+
Meet the team
Lois Furlong
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Liverpool
Initial consultation free
FCA verified
Independent
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
475
Minimum
wealth
£100k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
AFH Wealth

AFH Wealth

Wallasey
Initial consultation free
FCA verified
Independent
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
210
Minimum
wealth
£100k+
Meet the team
Neil Haynes
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Birkenhead
Initial consultation free
FCA verified
Independent
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
475
Minimum
wealth
£100k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Wirral Financial Services Ltd

Wirral Financial Services Ltd

Wallasey
Initial consultation free
FCA verified
Independent
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!
Clients
helped
131
Minimum
wealth
£50k+
Meet the team
William Smith
Can help with
Pensions & retirement
Investments
Business
M&G Advice

M&G Advice

Liverpool
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
Sedulo Wealth Management Ltd

Sedulo Wealth Management Ltd

Wallasey
Initial consultation free
FCA verified
Independent
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.
Clients
helped
36
Minimum
wealth
£100k+
Meet the team
Steven Hilditch
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
Neil Menear Wealth Management Ltd

Neil Menear Wealth Management Ltd

Birkenhead
Initial consultation free
FCA verified
Independent
At NM Wealth we blend traditional values with modern thinking Our website is currently undergoing maintenance please contact <email address hidden> with any queries.
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
N
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
M&G Advice

M&G Advice

Birkenhead
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
TheWealthPoint

TheWealthPoint

Wallasey
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3160
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Birkenhead