Top 20 Independent Financial Advisers in Merseyside

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  • 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.
    11270
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gee & Watson Wealth Management Ltd

    Wirral
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Liverpool
    We're experts, we care, we're here so you can protect the life you love.
    465
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
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  • Flying Colours

    Southport
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11378
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Maghull
    We're experts, we care, we're here so you can protect the life you love.
    465
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Flying Colours

    Wirral
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11378
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Storeton Rose Financial Planning Ltd

    Wirral
    We help down to earth people confidently make the decisions they need to achieve their financial goals. Our mission is to cut through the jargon and empower people to make decisions that will positively affect their financial future.
    43
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Steven Lavelle at St Pauls Financial Planning

    Formby
    We are a fully Independent Firm of Financial Advisers. We advise mainly on giving Retirement Advice, Pension Transfers also being able to facilitate Final Salary Transfers. With over 30 years in the industry, we offer a service that can be trusted.
    10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Wirral
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    151
    £250k+
    10.0
    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.
    68
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial

    Liverpool
    We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    408
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acton Financial Services

    St helens
    North West leading Wealth management and fee-free mortgage advice. A holistic and personal approach to financial planning.
    13
    £50k+
    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
    221
    £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
  • Retirement Solutions (UK) Ltd

    Birkenhead
    We offer a specialist advised service covering all your options at retirement, including Annuities and Flexi-Access Drawdown.
    1892
    £0+
    9.1
    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.
    230
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oakley Independent Limited

    St helens
    Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
    221
    £50k+
    7.0
    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.
    14
    £50k+
    9.5
    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.
    1892
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ian McCue - True Potential Wealth Management LLP

    St helens
    Working closely with clients to achieve their financial goals is at the core of my business. I have over 12 years experience and have a wealth of knowledge and experitse in pensions, including Defined Benefit schemes, and investments.
    19
    £150k+
    9.5
    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.