Top 20 Independent Financial Advisers in Bold Heath

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  • The Private Office

    Bold
    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.
    11351
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aspect8

    Great sankey
    Dawn Cusack, an IFA with over 30 years experience in financial services, offers clear and impartial independent financial advice.
    24
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Penketh
    Feel free to call now, for an informal chat about your situation
    180
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Libertas Wealth Management

    Penketh
    Independent financial planners based in Warrington. We help business owners, trustees, and those planning for their retirement to create, enhance and protect their wealth.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harmony Wealth Management LTD

    Rainhill
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    65
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    Great sankey
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    940
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Samuel Hull-Saldanha - True Potential Wealth Management

    Widnes
    I offer advice covering all your options pre and post Retirement including, Pension Consolidation, Flexible Drawdown, and Defined benefits transfers. I offer a full financial planning service incorporating Tax Planning, Investments, and Protection.
    59
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial Planning

    Burtonwood and westbrook
    I offer Independent Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harmony Wealth Management LTD

    Burtonwood and westbrook
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    65
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • WHIreland Wealth Management

    Great sankey
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    84
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Oakley Independent Limited

    St helens
    Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
    108
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial

    Widnes
    We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    353
    £0+
    7.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dolphin Financial Limited

    Sandymoor
    We offer an initial free consultation so that you can get to know us and us you.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HQ Financial Planning

    Warrington
    Independent Financial Planners, specialising in pensions, investments and retirement planning.
    151
    £0+
    7.0
    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+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Smith, Law & Shepherds IFA

    St helens
    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.
    636
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial

    Warrington
    We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    353
    £0+
    7.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Warrington
    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.
    11355
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Abacus Associates Financial Services Limited

    Sandymoor
    28 years experience in advising on all aspects of financial planning and recent Degree in Banking and Advanced Financial Planning
    15
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Haven IFA Ltd

    Warrington
    We specialise in helping clients make the best use of their pensions & Investments.
    136
    £100k+
    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.