Top 20 Independent Financial Advisers in Heath Charnock

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    How it
    works?
    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.

    • 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
      31
      £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
      31
      £0+
      9.1
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Coppull

      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.
      36
      £100k+
      10.0
      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
      36
      £100k+
      10.0
      Meet the team
      +4
      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
    • Tony Columbine - True Potential Tony Columbine - True Potential

      Stockport

      Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.

      Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.
      39
      £50k+
      9.4
      Meet the team
      T
      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
      39
      £50k+
      9.4
      Meet the team
      T
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Haven IFA Haven IFA

      Wigan

      We specialise in helping clients make the best use of their pensions & Investments.

      We specialise in helping clients make the best use of their pensions & Investments.
      < 10
      £100k+
      10.0
      Meet the team
      S
      P
      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+
      10.0
      Meet the team
      S
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Prosper Wealth Management - Chartered Financial Planners Prosper Wealth Management - Chartered Financial Planners

      Wigan

      Wigan's only "Chartered Financial Planners" that specialise in investment and pension advice to individuals.

      Wigan's only "Chartered Financial Planners" that specialise in investment and pension advice to individuals.
      35
      £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
      35
      £0+
      7.0
      Meet the team
      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
    • Sandringham - Paul Handford Sandringham - Paul Handford

      Horwich

      I am a Chartered Financial Planner & Fellow with 21+ years experience in Financial Services having previously worked in senior / specialist roles with Barclays, HSBC and Prudential. I have been multi-award winning academically and in service and values.

      I am a Chartered Financial Planner & Fellow with 21+ years experience in Financial Services having previously worked in senior / specialist roles with Barclays, HSBC and Prudential. I have been multi-award winning academically and in service and values.
      12
      £50k+
      9.5
      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
      12
      £50k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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
    • 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

      All you need to
      know about
      finding advice

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    • Financial Affairs Ltd Financial Affairs Ltd

      Wheelton

      Expert Holistic Financial Planners.

      Expert Holistic Financial Planners.
      65
      £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
      65
      £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

      Eccleston

      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
      49
      £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
      49
      £50k+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Pension Advice Specialists Pension Advice Specialists

      Bolton

      Helping people look after their retirement. A robust, unbiased, and client-focused advice service for those planning for retirement and their long-term future.

      Helping people look after their retirement. A robust, unbiased, and client-focused advice service for those planning for retirement and their long-term future.
      New adviser
      £100k+
      9.5
      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
      New adviser
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Temple Gray Temple Gray

      Eccleston

      We make the complex understandable, take all the time you need and deliver value for money.

      We make the complex understandable, take all the time you need and deliver value for money.
      52
      £50k+
      9.3
      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
      52
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sandringham Financial Partners Sandringham Financial Partners

      Bolton

      Honest, independent advice that's tailored to your needs

      Honest, independent advice that's tailored to your needs
      70
      £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 Independent financial adviser
      70
      £20k+
      7.0
      Meet the team
      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+
      9.5
      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+
      9.5
      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

      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
    • AFH Wealth Management AFH Wealth Management

      Wigan

      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.
      35
      £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
      35
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • HQ Financial Planning HQ Financial Planning

      Wigan

      Independent Financial Planners, specialising in pensions, investments and retirement planning.

      Independent Financial Planners, specialising in pensions, investments and retirement planning.
      < 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
    • Zenith Independent Wealth Management Limited Zenith Independent Wealth Management Limited

      Westhoughton

      The service offered by Zenith Independent Wealth Management is all about achieving your financial goals – whatever they may be.

      The service offered by Zenith Independent Wealth Management is all about achieving your financial goals – whatever they may be.
      33
      £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
      33
      £50k+
      7.0
      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
    • 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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