Top 20 Independent Financial Advisers in Merseyside

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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.

    • Bradley J Lewis Bradley J Lewis

      Maghull

      Professional-Approachable-and Competitively Priced!

      Professional-Approachable-and Competitively Priced!
      < 10
      £0+
      7.0
      Meet the team
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      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
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      Can help with Advice areas
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      Can help with Advice areas
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      Pensions & retirement
    • Chris Lunt IFA Limited 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

      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
      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
      45
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • North West Financial Solutions Ltd North West Financial Solutions Ltd

      Maghull

      Trusted, Independent Investment, Pension, and Financial Advice for Individuals and Companies - Covering the North West. Free initial Meeting.

      Trusted, Independent Investment, Pension, and Financial Advice for Individuals and Companies - Covering the North West. Free initial Meeting.
      < 10
      £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
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • SMC Financial Services Ltd SMC Financial Services Ltd

      Liverpool

      Welcome to SMC Financial Services. We are dynamic, forward thinking, independent financial advisors in Crosby, Liverpool.

      Welcome to SMC Financial Services. We are dynamic, forward thinking, independent financial advisors in Crosby, Liverpool.
      207
      £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
      207
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Alpha Financial Management Limited 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.

      You will not pay any fees unless we can help you. We stand by this fee guarantee on any matters.
      < 10
      £0+
      7.0
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      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
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • Smith, Law & Shepherds IFA 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.

      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.
      350
      £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
      350
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • LJ Financial LJ Financial

      Liverpool

      We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.

      We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
      104
      £0+
      8.5
      Meet the team
      G
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      104
      £0+
      8.5
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      G
      Can help with Advice areas
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      Can help with Advice areas
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    • Neptune Capital Management Ltd 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.

      Working closely with you, we will build a bespoke financial plan to help meet your financial and life objectives. Advisers based in Liverpool & Nottingham.
      10
      £100k+
      7.6
      Meet the team
      P
      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
      10
      £100k+
      7.6
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • Steven Lavelle at St Pauls Financial Planning Steven Lavelle at St Pauls Financial Planning

      Liverpool

      We are a fully Independent Firm. I advise mainly on giving Retirement Advice, Pension Transfers also being able to facilitate Final Salary Transfers. With over 30 years in the industry without a complaint, I offer a service that can be trusted.

      We are a fully Independent Firm. I advise mainly on giving Retirement Advice, Pension Transfers also being able to facilitate Final Salary Transfers. With over 30 years in the industry without a complaint, I offer a service that can be trusted.
      < 10
      £50k+
      7.0
      Meet the team
      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
      £50k+
      7.0
      Meet the team
      S
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Lowry Shuker Financial Planning Ltd Lowry Shuker Financial Planning Ltd

      Liverpool

      17
      £20k+
      7.0
      Meet the team
      L
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      17
      £20k+
      7.0
      Meet the team
      L
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • The Private Office 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.

      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.
      37
      £100k+
      9.4
      Meet the team
      T
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      N
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      A
      +5
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      37
      £100k+
      9.4
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      +5
      Can help with Advice areas
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      Can help with Advice areas
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      Pensions & retirement
    • Pavis Financial Management Ltd Pavis Financial Management Ltd

      Liverpool

      We are Chartered Financial Planners and an Accredited Financial Planning Firm.

      We are Chartered Financial Planners and an Accredited Financial Planning Firm.
      13
      £500k+
      10.0
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      13
      £500k+
      10.0
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • R S J Financial Planning (West Derby) R S J Financial Planning (West Derby)

      Liverpool

      Independent financial advice on pensions, investments, financial planning, life assurance and many other areas

      Independent financial advice on pensions, investments, financial planning, life assurance and many other areas
      94
      £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
      94
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • First Equitable Global Wealth Management 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.

      Professional, creative and diligent financial advice for clients that value the personal touch. All within a competitively priced fee structure.
      46
      £100k+
      10.0
      Meet the team
      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
      46
      £100k+
      10.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Flying Colours Flying Colours

      Liverpool

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
      245
      £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
      245
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Hanson Financial Services Hanson Financial Services

      Liverpool

      We provide specialist advice combined with a no-nonsense, common sense approach to your finances and retirement planning.

      We provide specialist advice combined with a no-nonsense, common sense approach to your finances and retirement planning.
      204
      £250k+
      7.0
      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 Independent financial adviser
      204
      £250k+
      7.0
      Meet the team
      T
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd 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.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      21
      £50k+
      9.1
      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
      21
      £50k+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Retirement Solutions (UK) Ltd 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

      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
      28
      £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
      28
      £0+
      9.1
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • < 10
      £50k+
      7.0
      Meet the team
      R
      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
      < 10
      £50k+
      7.0
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Beaufort Financial (Liverpool) Beaufort Financial (Liverpool)

      Ormskirk

      The art and science of financial planning

      The art and science of financial planning
      14
      £50k+
      7.0
      Meet the team
      E
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      14
      £50k+
      7.0
      Meet the team
      E
      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.

    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.