Top 10 Independent (IFAs) & Restricted Financial Advisers in Mottram St Andrew

Find the best FCA regulated financial advisers in Mottram St Andrew. Get expert help near you with pensions, investments, retirement planning and more

IJP Wealth Management Ltd

Alderley edge

FCA verified

Financial Adviser specialising in Pensions, Investments and General Financial Advice

Clients
helped

169

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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Matheson Charles

Wilmslow

FCA verified

We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.

Clients
helped

395

Minimum
wealth

£0+

Can help with

Pensions & retirement

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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

Start enquiry View profile

Chris Grindey at True Potential Wealth Management

Prestbury

FCA verified

I am qualified in all aspects of financial advice and planning. I believe planning for someone’s future should be available to anyone regardless of your circumstances. As your adviser, I will work closely with you to better your financial future.

Clients
helped

170

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

XV Wealth Ltd

Nether alderley

FCA verified

Certified Financial Planners, specialising in pensions, investments, retirement & estate planning. Based in Cheshire. Trusted by 100+ clients. Independent Advice. Book your Unbiased Financial Meeting here: <url hidden>

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

MPI Financial Advice

Wilmslow

FCA verified

We provide a free update & advice service to help you understand your plans.

Clients
helped

8051

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Castlebridge Financial Planning

Wilmslow

FCA verified

We 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

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

IJP Wealth Management Ltd

Prestbury

FCA verified

Financial Adviser specialising in Pensions, Investments and General Financial Advice

Clients
helped

169

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Raymond James Wilmslow Cheshire

Wilmslow

FCA verified

Independent Financial Planning with personal and bespoke whole of market investment management. Office in the centre of Wilmslow.

Clients
helped

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Wilmslow

FCA verified

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14503

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

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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.