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

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
helped
477
Minimum
wealth
wealth
£100k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

Stephen Cross of True Potential Wealth Management
Neston
Initial consultation free
FCA verified
Restricted
Experienced local advice on Investments, Protection, and in particular Pensions, including access to True Potential Wealth Management's Final Salary Pension Transfer Specialists
Clients
helped
helped
142
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

Laura Duncan with Continuum Financial Services LLP
Southport
Initial consultation free
FCA verified
Independent
⭐️ Winner: Financial Adviser of the Year 2025 ⭐️
Award-winning Independent Financial Adviser offering 5-Star rated personalised advice on investments, pensions, mortgages, protection, financial planning & estate planning for professionals.
Clients
helped
helped
92
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

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
helped
3563
Minimum
wealth
wealth
£50k+
Meet the team
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Paul Cryan - Alexander House Financial Planning Ltd
Clitheroe
Initial consultation free
FCA verified
Independent
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
Clients
helped
helped
659
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

"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
helped
1011
Minimum
wealth
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

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
helped
39650
Minimum
wealth
wealth
£150k+
Meet the team
+20
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

Professional Adviser Awards - Winners 2023 & 2022
NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland
Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
helped
2659
Minimum
wealth
wealth
£50k+
Meet the team
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
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For friendly, local advice on lump sum investments, life assurance, pensions, Etc
Absolutely independent financial advice
Clients
helped
helped
36
Minimum
wealth
wealth
£50k+
Meet the team
J
Can help with
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Mortgages

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
helped
2245
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Frequently Asked Questions about Financial Advisers in North West England