Top 20 Independent Financial Advisers in North Meols

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  • Countrywide Financial Solutions

    Lytham st annes
    As Independent Financial Advisers, We can offer products and services to cater for all your investment, mortgage and insurance needs.
    84
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Bearing Ltd (Lytham St Annes Branch)

    Lytham st annes
    Mark recently appeared as a Top Rated UK adviser in the Times.
    36
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial

    Southport
    We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    51
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Lytham st annes
    I offer clear and impartial Pensions and Investment advice, with a completely free, no obligation initial meeting.
    106
    £20k+
    7.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HQ Financial Planning

    Southport
    Independent Financial Planners, specialising in pensions, investments and retirement planning.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wood Craven Perkins Limited

    Lytham st annes
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Questa Chartered Financial Planners

    Lytham st annes
    Sound financial advice is an investment for the future and Questa Chartered helps people maximise the opportunities available.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Lytham st annes
    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.
    20
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Longton
    I specialise in open and honest advice. Ensuring your needs are the most important detail.
    32
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Smith, Law & Shepherds IFA

    Southport
    Here at Smith, Law & Shepherds IFA we have advisers that can help in every situation, why not take advantage of our free initial meeting and see first hand what we can do for you.
    232
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Acumen Financial Partnership Limited

    Burscough
    Private and business financial planning with our clients at the heart of everything - managing money with thought and care.
    59
    £50k+
    7.0
    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.
    101
    £50k+
    7.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Temple Gray

    Kirkham
    We make the complex understandable, take all the time you need and deliver value for money.
    52
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Medlar and wesham
    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.
    21
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFS Advocate Financial Services Limited

    Blackpool
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • True Potential Wealth Management LLP

    Westby and plumptons
    We offer practical and clear solutions for your Investment and Pension needs. We are also proud to offer access to the award winning True Potential platform, products and technology, whilst also retaining access to the whole of the product market.
    129
    £50k+
    9.3
    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.
    46
    £50k+
    9.5
    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
  • Barrow Financial Services Ltd

    Farington
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    42
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Springfield Financial Services Limited

    Preston
    Multi-award winning Chartered Financial Planners, we specialise in retirement and later life advice, including pensions (retirement income options, drawdown, annuities and pension transfers), investment management and estate planning (tax and trusts).
    26
    £50k+
    7.0
    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.