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Top 10 Independent (IFAs) & Restricted Financial Advisers in North West England

Find the best FCA regulated financial advisers in North West England. Get expert help near you with pensions, investments, retirement planning and more
North West England
ProPlan Financial Advice Limited

ProPlan Financial Advice Limited

Foulridge
Initial consultation free
FCA verified
Independent
We are an independent financial planning business which is focused on helping clients understand and plan for their future.
Clients
helped
115
Minimum
wealth
£100k+
Meet the team
Steven Henry BA (Hons) DipPFS Cert CII (MP) CeRGI
Steve Czapowski DipPFS, Cert CII
Lisa Estill DipPFS, CeMAP, Advanced Financial Planning Certificate
Christopher Bradbury
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
TheWealthPoint

TheWealthPoint

Bolton
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
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
Evelyn Partners

Evelyn Partners

Adlington
Initial consultation free
FCA verified
Restricted
"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
999
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
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
Beaumont Wealth

Beaumont Wealth

Winsford
Initial consultation free
FCA verified
Independent
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
1025
Minimum
wealth
£50k+
Meet the team
Ross Willan
Matt Hignett
Ben Nuttall
Mark Evans
Mark Evans
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Padiham
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3552
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Beaumont Wealth

Beaumont Wealth

Wirral
Initial consultation free
FCA verified
Independent
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
1025
Minimum
wealth
£50k+
Meet the team
Matthew Hignett
Mark Evans
Ross Willan
Ben Nuttall
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
True Potential Wealth Management - Marcus & Tim

True Potential Wealth Management - Marcus & Tim

Mickle trafford and district
Initial consultation free
FCA verified
Restricted
Marcus Platt & Tim Edwards are based on the High Street in Mold, North Wales. We simplify pensions and investments, build clear retirement plans, and could help with inheritance tax planning. Book a no-cost, no-obligation call.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
Marcus Platt
Tim Edwards
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Long Term Care
The Private Office

The Private Office

Lancaster
Initial consultation free
FCA verified
Independent
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
39624
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in North West England