Top 10 Independent (IFAs) & Restricted Financial Advisers in Pott Shrigley
Find the best FCA regulated financial advisers in Pott Shrigley. Get expert help near you with pensions, investments, retirement planning and more
IJP Wealth Management Ltd
Prestbury
FCA verified
Financial Adviser specialising in Pensions, Investments and General Financial Advice
Clients
helped
helped
169
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
The Private Office
Prestbury
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
helped
38122
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
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
helped
170
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
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
helped
741
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
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
helped
356
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
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
helped
2453
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
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
helped
38122
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
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
helped
19932
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Athelis Financial Ltd
Poynton and worth
FCA verified
Athelis Financial Ltd have been providing financial advice for over 8 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
helped
47
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Phil Anderson Financial Services Ltd
Macclesfield
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
helped
2453
Minimum
wealth
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.
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.