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Top 10 Independent (IFAs) & Restricted Financial Advisers in Dunham Massey

Find the best FCA regulated financial advisers in Dunham Massey. Get expert help near you with pensions, investments, retirement planning and more
Dunham Massey, Trafford, Greater Manchester
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Altrincham
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
Start enquiryView profile
Trusted Planning Ltd

Trusted Planning Ltd

Altrincham
FCA verified
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
86
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Proven IFA LTD

Proven IFA LTD

Altrincham
FCA verified
Independent, highly qualified and with over 30 years experience we are here to make the complex simple and help you to achieve your life goals. We put your needs first and provide honest, transparent advice enabling you to make well informed decisions.
Clients
helped
10
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
The Private Office

The Private Office

Altrincham
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
Start enquiryView profile
Haven IFA Ltd

Haven IFA Ltd

Altrincham
FCA verified
We specialise in helping clients make the best use of their pensions & Investments.
Clients
helped
325
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Dominic O'Connor - True Potential Wealth Management

Dominic O'Connor - True Potential Wealth Management

Altrincham
FCA verified
A professional, experienced and trusted Financial Adviser, committed to helping clients achieve their financial goals during their working life and in retirement.
Clients
helped
75
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Unique Financial

Unique Financial

Altrincham
FCA verified
Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
Clients
helped
146
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Gresham Wealth Management Ltd

Gresham Wealth Management Ltd

Altrincham
FCA verified
Committed to providing a high standard of service to enhance the customer experience and reputation of the sector.
Clients
helped
22
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
Castlebridge Financial Planning

Castlebridge Financial Planning

Altrincham
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
Start enquiryView profile
The Private Office

The Private Office

Sale
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
Start enquiryView profile
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.