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

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  • The Pension Planner

    Birkenhead
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Merseyside helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
    5261
    £100k+
    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.
    108
    £100k+
    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
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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.
    88
    £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.
    774
    £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.
    9971
    £0+
    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
  • 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
    92
    £50k+
    Can help with
    Pensions & retirement
  • 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.
    20
    £250k+
    Can help with
    Pensions & retirement
  • Attivo

    Wirral
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    98
    £100k+
    Can help with
    Financial planning

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.

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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.