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Top 10 Independent (IFAs) & Restricted Financial Advisers in Kettleshulme

Find the best FCA regulated financial advisers in Kettleshulme. Get expert help near you with pensions, investments, retirement planning and more
Kettleshulme, Cheshire East
TheWealthPoint

TheWealthPoint

Whaley bridge
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
sf

Slater Financial Ltd

New mills
FCA verified
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
1356
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Sam Hartley - True Potential Wealth Management

Sam Hartley - True Potential Wealth Management

New mills
FCA verified
I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, we project your income, expenses, and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
Clients
helped
356
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Wren Sterling

Wren Sterling

New mills
FCA verified
Wren Sterling in Wilmslow was formally Mutual Financial Management. We've helped thousands of people to achieve their financial goals and we're experts in pensions, investments and tax planning.
Clients
helped
1854
Minimum
wealth
£100k+
Can help with
Financial planning
Sam Hartley - True Potential Wealth Management

Sam Hartley - True Potential Wealth Management

Poynton and worth
FCA verified
I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, we project your income, expenses, and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
Clients
helped
356
Minimum
wealth
£100k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Poynton and worth
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
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Poynton and worth
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
sf

Slater Financial Ltd

New mills
FCA verified
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
1356
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Flying Colours Advice

Flying Colours Advice

Poynton and worth
FCA verified
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
19932
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Adlington
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
741
Minimum
wealth
£500k+
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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