Top 20 Independent Financial Advisers in Pleasington

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    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Banks Wealth Management Ltd Banks Wealth Management Ltd

      Withnell

      Banks Wealth Management normally conduct meetings face to face at our offices. However, we have always offered remote meetings using telephone, Skype or zoom along with other methods of ‘getting together.’ Give us a call to arrange something convenient.

      Banks Wealth Management normally conduct meetings face to face at our offices. However, we have always offered remote meetings using telephone, Skype or zoom along with other methods of ‘getting together.’ Give us a call to arrange something convenient.
      28
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      28
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Financial Affairs Ltd Financial Affairs Ltd

      Wheelton

      Expert Holistic Financial Planners.

      Expert Holistic Financial Planners.
      66
      £50k+
      7.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      66
      £50k+
      7.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Neil Roberts - AFH Wealth Management Neil Roberts - AFH Wealth Management

      Darwen

      I offer a professional yet personal financial planning service, built on trust, experience and transparency.

      I offer a professional yet personal financial planning service, built on trust, experience and transparency.
      New adviser
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      New adviser
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Barrow Financial Services Ltd Barrow Financial Services Ltd

      Preston

      For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice.

      For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice.
      55
      £50k+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      55
      £50k+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Anne Wray Indep Financial Advs Anne Wray Indep Financial Advs

      Chorley

      We specialise in giving advice to clergy and also welcome the opportunity to work with all other clients.

      We specialise in giving advice to clergy and also welcome the opportunity to work with all other clients.
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Whittaker Financial Solutions Limited Whittaker Financial Solutions Limited

      Salesbury

      187
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      7.0
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      S
      L
      S
      E
      Can help with Advice areas
      & specialisation
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      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      187
      £0+
      7.0
      Meet the team
      S
      L
      S
      E
      Can help with Advice areas
      & specialisation
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      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • AFH Wealth Management AFH Wealth Management

      Chorley

      Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.

      Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.
      42
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      42
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Barrow Financial Services Ltd Barrow Financial Services Ltd

      Farington

      For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice

      For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
      44
      £50k+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      44
      £50k+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Leyland

      Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

      Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
      26
      £100k+
      9.3
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      26
      £100k+
      9.3
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Barrow Financial Services Ltd Barrow Financial Services Ltd

      Preston

      For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice

      For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
      38
      £50k+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      38
      £50k+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
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    • Profile Pensions Profile Pensions

      Preston

      We specialise in reviewing your personal pension, finding a better deal to make your pension savings work harder for you

      We specialise in reviewing your personal pension, finding a better deal to make your pension savings work harder for you
      < 10
      £0+
      7.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £0+
      7.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Retirement Solutions (UK) Ltd Retirement Solutions (UK) Ltd

      Chorley

      We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice

      We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
      33
      £0+
      9.2
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      33
      £0+
      9.2
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Retirement Solutions (UK) Ltd Retirement Solutions (UK) Ltd

      Preston

      We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice

      We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
      29
      £0+
      9.1
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      29
      £0+
      9.1
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • 1st Chartered Financial Planning Limited 1st Chartered Financial Planning Limited

      Euxton

      We provide bespoke financial planning to help you live the lifestyle that you want to live. We simplify the complexities of the financial world into plain English, so you can focus on yourself and the achievement of your goals.

      We provide bespoke financial planning to help you live the lifestyle that you want to live. We simplify the complexities of the financial world into plain English, so you can focus on yourself and the achievement of your goals.
      < 10
      £100k+
      7.0
      Meet the team
      E
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £100k+
      7.0
      Meet the team
      E
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Barrow Financial Services Ltd Barrow Financial Services Ltd

      Farington

      For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice

      For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
      42
      £50k+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      42
      £50k+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Simply Pensions Ltd Simply Pensions Ltd

      Billington and langho

      Enjoy the Stress-Free Retirement you’ve dreamed of. Get independent advice on starting, transferring or accessing your pension, with transparent fixed fees and nothing to pay upfront

      Enjoy the Stress-Free Retirement you’ve dreamed of. Get independent advice on starting, transferring or accessing your pension, with transparent fixed fees and nothing to pay upfront
      16
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      16
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Haworths Financial Services Limited Haworths Financial Services Limited

      Accrington

      Plain speaking advice for all your pension, investment, mortgage and protection needs

      Plain speaking advice for all your pension, investment, mortgage and protection needs
      34
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      34
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Nexus Wealth Nexus Wealth

      Accrington

      I have built my business on helping ordinary people make the best of their current financial situation.

      I have built my business on helping ordinary people make the best of their current financial situation.
      40
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      40
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • North West Financial Solutions Ltd North West Financial Solutions Ltd

      Preston

      Trusted, Independent Investment, Pension, and Financial Advice for Individuals and Companies, provided by Friendly Experienced Advisers. Free initial Meeting.

      Trusted, Independent Investment, Pension, and Financial Advice for Individuals and Companies, provided by Friendly Experienced Advisers. Free initial Meeting.
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • John Wright at True Potential LLP John Wright at True Potential LLP

      Preston

      With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him

      With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
      14
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      14
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      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
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    • 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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