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

Find the best FCA regulated financial advisers in Altrincham. Get expert help near you with pensions, investments, retirement planning and more
Altrincham, Trafford, Greater Manchester
The Private Office

The Private Office

Altrincham
Initial consultation free
FCA verified
Independent
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
39650
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Gresham Wealth Management Ltd

Gresham Wealth Management Ltd

Altrincham
Initial consultation free
FCA verified
Independent
Committed to providing a high standard of service to enhance the customer experience and reputation of the sector.
Clients
helped
27
Minimum
wealth
£250k+
Meet the team
Jonathan Young
Morven Millar
L
S
Can help with
Pensions & retirement
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Trusted Planning Ltd

Trusted Planning Ltd

Altrincham
Initial consultation free
FCA verified
Independent
Bespoke independent financial planning & investment advice exceeding British Standard BS:8577. Chartered Firm. We'll help you see your life with a much clearer perspective of where you are and what's possible. To CALL US NOW, click "Show number".
Clients
helped
87
Minimum
wealth
£100k+
Meet the team
Dan Brocklehurst
Graham Waterworth
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Dominic O'Connor - True Potential Wealth Management

Dominic O'Connor - True Potential Wealth Management

Altrincham
Initial consultation free
FCA verified
Restricted
A professional, experienced and trusted Financial Adviser, committed to helping clients achieve their financial goals during their working life and in retirement.
Clients
helped
76
Minimum
wealth
£100k+
Meet the team
Dominic O'Connor
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Chris Pickering at Continuum Financial Services LLP

Chris Pickering at Continuum Financial Services LLP

Altrincham
Initial consultation free
FCA verified
Independent
I'm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clear and less complicated.
Clients
helped
141
Minimum
wealth
£0+
Meet the team
Chris Pickering
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

Altrincham
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15115
Minimum
wealth
£0+
Meet the team
Andy Williamson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Trusted Planning Ltd

Trusted Planning Ltd

Sale
Initial consultation free
FCA verified
Independent
Bespoke independent financial planning & investment advice exceeding British Standard BS:8577. Chartered Firm. We'll help you see your life with a much clearer perspective of where you are and what's possible. To CALL US NOW, click "Show number".
Clients
helped
87
Minimum
wealth
£100k+
Meet the team
Dan Brocklehurst
Graham Waterworth
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Altrincham
Initial consultation free
FCA verified
Independent
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
2659
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
The Private Office

The Private Office

Sale
Initial consultation free
FCA verified
Independent
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
39650
Minimum
wealth
£150k+
Meet the team
George Hicks
Daniel Lea
Robert Morse
Tony Padgett
Daniel Schofield
+20
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Sam Hartley - True Potential Wealth Management

Sam Hartley - True Potential Wealth Management

Altrincham
Initial consultation free
FCA verified
Restricted
I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, I 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
379
Minimum
wealth
£250k+
Meet the team
Sam Hartley BSc (Hons) DipPFS
Nick Cassidy
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Altrincham