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Top 10 Independent (IFAs) & Restricted Financial Advisers in Over Peover

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

Beaumont Wealth

Knutsford
FCA verified
With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.
Clients
helped
984
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Raymond James Wilmslow Cheshire

Raymond James Wilmslow Cheshire

Knutsford
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
The Private Office

The Private Office

Knutsford
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
Steggles Wealth Ltd

Steggles Wealth Ltd

Knutsford
FCA verified
Steggles Wealth Ltd has been providing financial advice for over 15 years. 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
15
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Knutsford
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
Castlebridge Financial Planning

Castlebridge Financial Planning

Knutsford
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
16
Minimum
wealth
£250k+
Can help with
Pensions & retirement
XV Wealth Ltd

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
33
Minimum
wealth
£150k+
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
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.