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

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  • The Wealth Coach

    Birkenhead
    FCA verified
    Visit us face to face or remotely. Using a Chartered Financial Planner and Chartered Wealth Manager, you can be assured of the best outcomes. Always ask if your adviser is Chartered; don't compromise.
    86
    £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.
    9907
    £0+
    Can help with
    Pensions & retirement
  • Neil Menear Wealth Management Ltd

    Birkenhead
    FCA verified
    At NM Wealth we blend traditional values with modern thinking Our website is currently undergoing maintenance please contact <email address hidden> with any queries.
    < 10
    £100k+
    Can help with
    Pensions & retirement
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  • Verso Wealth Management Ltd

    Liverpool
    FCA verified
    15
    £500k+
    Can help with
    Pensions & retirement
  • First Equitable Global Wealth Management

    Liverpool
    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.
    232
    £100k+
    Can help with
    Pensions & retirement
  • First Equitable Global Wealth Management

    Birkenhead
    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.
    232
    £100k+
    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.
    757
    £50k+
    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
  • Wirral Financial Services Ltd

    Wallasey
    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
  • Chester Financial Wealth Management Ltd

    Prenton
    FCA verified
    Chartered Financial Planners specialising in investments, inheritance and retirement planning for over 30 years. Advising UK resident clients with a minimum of £100,000 in non-property assets.
    107
    £100k+
    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.