Top 20 Independent Financial Advisers in Lathom South

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  • LJ Financial Planning Ltd - Jim Coudis

    Ormskirk
    We provide independent financial advice to business owners, companies and individuals to help plan for their financial futures.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Skelmersdale
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8888
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Craig Burnett

    Ormskirk
    I am passionate about high quality face to face independent financial advice, tailoring my recommendations to individuals personal financial needs.
    50
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Apex Independent Financial Planning Ltd

    Burscough
    Our advice is tailored to the specific needs of each and every individual with over 20 years experience.
    107
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Financial Partnership Limited

    Burscough
    Private and business financial planning with our clients at the heart of everything - managing money with thought and care.
    63
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Allisons Financial Planning Ltd

    Rainford
    We provide advice for life and ensure that our recommendations are suitable for your current circumstances.
    12
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rigby Financial

    Rainford
    "WINNER: BEST SMALL ADVISER OF THE YEAR" - Sesame Bankhall Group Conference 2020. We are a family run business offering full holistic financial planning with over 40 years experience.
    < 10
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Rainford
    Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.
    63
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • North West Financial Solutions Ltd

    Maghull
    Trusted, Independent Investment, Pension, and Financial Advice for Individuals and Companies - Covering the North West. Free initial Meeting.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Seventy Financial Planning

    Scarisbrick
    Chris's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
    66
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • LJ Financial

    Wigan
    We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    361
    £0+
    8.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bradley J Lewis

    Maghull
    Professional-Approachable-and Competitively Priced!
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prosper Wealth Management - Chartered Financial Planners

    Wigan
    Wigan's only "Chartered Financial Planners" that specialise in investment and pension advice to individuals.
    35
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Temple Gray

    Eccleston
    We make the complex understandable, take all the time you need and deliver value for money.
    104
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Barrow Financial Services Ltd

    Eccleston
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    49
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tony Columbine - True Potential

    Wigan
    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.
    222
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oakley Independent Limited

    Liverpool
    Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
    122
    £50k+
    9.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rigby Financial

    Sefton
    "WINNER: BEST SMALL ADVISER OF THE YEAR" - Sesame Bankhall Group Conference 2020. We are a family run business offering full holistic financial planning with over 40 years experience.
    New adviser
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Michael Melluish - True Potential Wealth Management

    Wigan
    I offer advice covering all your options at Retirement, including Flexible Drawdown, and Defined Benefit transfers. I also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice, and Protection advice.
    13
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    11760
    £100k+
    9.7
    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.

Why use Unbiased?

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.