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

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

XV Wealth Ltd

Stretton

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

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Neo Wealth

Daresbury

FCA verified

Regardless of status and wealth, we believe everyone should have access to professional advice, giving our clients peace of mind that their financial well-being is in good hands. Our goal is to empower clients to navigate their financial decision-making.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Appleton

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

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Kane Platt at Warrington Wealth Management Ltd

Appleton

FCA verified

Passionate about helping my clients achieve their goals by building great relationships that last for many years. Have over 25 years experience of providing quality financial advice and can help you with any advice scenario that you may have.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Beaumont Wealth

Weaverham

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

Start enquiry View profile

Paul Cryan - Alexander House Financial Planning Ltd

Stockton heath

FCA verified

Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.

Clients
helped

659

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Ryan Nevols at 2Plan Wealth Management

Stockton heath

FCA verified

Chartered Financial Planner and Fellow of the Personal Finance Society

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Northwich

FCA verified

Clients
helped

14503

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Ian McCue - True Potential Wealth Management LLP

Runcorn

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.

Clients
helped

221

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Murray Smith Financial Services Ltd

Northwich

FCA verified

Clients
helped

< 10

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.