Top 20 Independent Financial Advisers in Ormskirk

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  • Apex Independent Financial Planning Ltd

    Burscough
    Our advice is tailored to the specific needs of each and every individual with over 20 years experience.
    98
    £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.
    44
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beaufort Financial (Liverpool)

    Ormskirk
    The art and science of financial planning
    14
    £50k+
    7.0
    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.
    59
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beaufort Financial (Liverpool)

    Skelmersdale
    The art and science of financial planning
    12
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Lunt IFA Limited

    Maghull
    Voted as a “Top Rated Independent Financial Adviser in 2018/ 19” as seen in the Times newspaper along with previous awards in 2017/2016/2015/2014 in the UK by his clients through "vouchedfor" for client reviews
    45
    £50k+
    7.0
    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+
    10.0
    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
  • Flying Colours

    Skelmersdale
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    110
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial

    Southport
    We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    44
    £0+
    8.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Winshaw Corporate Solutions

    Southport
    We provide specialist pension advice to you if you're approaching retirement and want to explore your options. What you decide will affect the rest of your life so it's important you make the right decision. We'll guide you to the best solution.
    11
    £100k+
    7.0
    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
  • Allisons Financial Planning Ltd

    Rainford
    We provide advice for life and ensure that our recommendations are suitable for your current circumstances.
    11
    £50k+
    9.0
    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.
    206
    £0+
    8.1
    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.
    13
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Formby
    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.
    32
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SMC Financial Services Ltd

    Liverpool
    Welcome to SMC Financial Services. We are dynamic, forward thinking, independent financial advisors in Crosby, Liverpool.
    203
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neptune Capital Management Ltd

    Liverpool
    Working closely with you, we will build a bespoke financial plan to help meet your financial and life objectives. Advisers based in Liverpool & Nottingham.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alpha Financial Management Limited

    Liverpool
    You will not pay any fees unless we can help you. We stand by this fee guarantee on any matters.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial

    Liverpool
    We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    101
    £0+
    9.2
    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.