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Top 10 Independent (IFAs) & Restricted Financial Advisers in Hulme Walfield

Find the best FCA regulated financial advisers in Hulme Walfield. Get expert help near you with pensions, investments, retirement planning and more
Hulme Walfield, Cheshire East
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Congleton
FCA verified
Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
2453
Minimum
wealth
£50k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Congleton
FCA verified
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Cullen Wealth

Cullen Wealth

Congleton
FCA verified
We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped
391
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Old Royle Wealth Management Ltd

Old Royle Wealth Management Ltd

Congleton
FCA verified
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped
2772
Minimum
wealth
£150k+
Can help with
Pensions & retirement
HCI Chartered Financial Planners

HCI Chartered Financial Planners

Congleton
FCA verified
Building lifelong relationships and helping people achieve their financial ambitions. We are a local, independent financial advice business who can help guide you from where you are to where you want to be.
Clients
helped
354
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Hough Financial

Hough Financial

Odd rode
FCA verified
Hough Financial provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
56
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Cullen Wealth

Cullen Wealth

Holmes chapel
FCA verified
We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped
391
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Raymond James Wilmslow Cheshire

Raymond James Wilmslow Cheshire

Holmes chapel
FCA verified
Independent Financial Planning with personal and bespoke whole of market investment management. Office in the centre of Wilmslow.
Clients
helped
49
Minimum
wealth
£500k+
Can help with
Pensions & retirement
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Christopher Abele, St. James’s Place

Holmes chapel
FCA verified
Christopher Abele has been providing financial advice for over 8 years. Christopher provides broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
33
Minimum
wealth
£50k+
Can help with
Pensions & retirement
TheWealthPoint

TheWealthPoint

Kidsgrove
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2854
Minimum
wealth
£250k+
Can help with
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.

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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.