Top 10 Independent (IFAs) & Restricted Financial Advisers in Whitegate And Marton

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  • The Private Office

    Hartford
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26919
    £100k+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Winsford
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    501
    £50k+
    Can help with
    Pensions & retirement

  • Dominic O'Connor - True Potential Wealth Management

    Winsford
    FCA verified
    A trusted and highly experienced Financial Adviser, with expert knowledge of investments and pensions, offering local face to face advice. Key expertise in retirement planning, including defined benefit pension advice, investments and tax efficiency.
    57
    £50k+
    Can help with
    Pensions & retirement
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  • Andrew Cope at 2plan wealth management Ltd

    Weaverham
    FCA verified
    I am a trusted professional specialising in pension and investment advice, providing individually tailored solutions to achieve your financial goals.
    149
    £100k+
    Can help with
    Pensions & retirement

  • Andy Crowe - True Potential

    Winsford
    FCA verified
    During my 25 years as a Financial Adviser, I have built up an extensive knowledge in all areas of Financial Planning. As a Fellow of the Personal Finance Society I am committed to life long learning and providing the very best advice for my clients.
    21
    £0+
    Can help with
    Pensions & retirement

  • Ian McCue - True Potential Wealth Management LLP

    Northwich
    FCA verified
    Working closely with clients to achieve their financial goals is at the core of my business. I am a pension specialist and have over 13 years experience. I pride myself on coaching and educating clients to empower them to live the life they most desire.
    84
    £100k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Bostock
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    893
    £50k+
    Can help with
    Pensions & retirement

  • Dominic O'Connor - True Potential Wealth Management

    Northwich
    FCA verified
    A trusted and highly experienced Financial Adviser, with expert knowledge of investments and pensions, offering local face to face advice. Key expertise in retirement planning, including defined benefit pension advice, investments and tax efficiency.
    57
    £50k+
    Can help with
    Pensions & retirement

  • Murray Smith Financial Services Ltd

    Northwich
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • ClearPlan Financial Services Ltd

    Northwich
    FCA verified
    ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
    95
    £0+
    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.