Top 20 Independent Financial Advisers in Merseyside

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  • AHR Private Clients

    Wirral
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    15
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Catterall Keating Financial Planning Limited

    Liverpool
    Our growth and reputation is as a result of recommendations from existing clients who comment on our approach
    108
    £0+
    8.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Apex Independent Financial Planning Ltd

    Whiston
    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
  • Storeton Rose Financial Planning Limited

    Liverpool
    New adviser
    £20k+
    7.0
    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 financial advice.
    8988
    £50k+
    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
  • Wirral Financial Services Ltd

    Wirral
    Independent Financial Adviser, lowest cost advisors on the Wirral? we think so! friendly and local! We have a socially-distanced boardroom so in house meetings can be held safely!
    61
    £20k+
    7.0
    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.
    10987
    £100k+
    9.2
    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.
    5250
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wirral Financial Services Ltd

    Wirral
    Independent Financial Adviser, lowest cost advisors on the Wirral? we think so! friendly and local! We have a socially-distanced boardroom so in house meetings can be held safely!
    61
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Alexander House Financial Planning Ltd

    Liverpool
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    29
    £50k+
    9.1
    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+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stephen Cross of True Potential Wealth Management

    Wirral
    Experienced local advice on Investments, Protection, and in particular Pensions, including access to True Potential Wealth Management's Final Salary Pension Transfer Specialists
    103
    £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.
    362
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Halewood
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5250
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Philip Wasley of True Potential Wealth Management

    Liverpool
    Whether its pensions, investments or life cover please contact me for a friendly chat.
    102
    £0+
    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+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Storeton Rose Financial Planning Limited

    Wirral
    New adviser
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Money Tools Financial Planning

    Liverpool
    Your first step towards being financially well organised, is one click away.
    66
    £0+
    7.0
    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
    129
    £50k+
    9.9
    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.