Top 20 Independent Financial Advisers in Merseyside

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  • Bradley J Lewis

    Maghull
    Professional-Approachable-and Competitively Priced!
    < 10
    £0+
    7.0
    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+
    9.0
    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+
    7.0
    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.
    208
    £0+
    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
  • Smith, Law & Shepherds IFA

    Liverpool
    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.
    357
    £0+
    8.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial

    Liverpool
    We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    105
    £0+
    7.6
    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
    New adviser
    £50k+
    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.
    16
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lowry Shuker Financial Planning Ltd

    Liverpool
    18
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • The Private Office

    Morpeth
    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.
    39
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pavis Financial Management Ltd

    Liverpool
    We are Chartered Financial Planners and an Accredited Financial Planning Firm.
    13
    £500k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • R S J Financial Planning (West Derby)

    Liverpool
    Independent financial advice on pensions, investments, financial planning, life assurance and many other areas
    97
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • First Equitable Global Wealth Management

    Liverpool
    Professional, creative and diligent financial advice for clients that value the personal touch. All within a competitively priced fee structure.
    49
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Liverpool
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    248
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hanson Financial Services

    Liverpool
    We provide specialist advice combined with a no-nonsense, common sense approach to your finances and retirement planning.
    210
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Liverpool
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    23
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Liverpool
    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
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Bracknell
    < 10
    £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.
    47
    £50k+
    10.0
    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.