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

Find the best FCA regulated financial advisers in Stockport. Get expert help near you with pensions, investments, retirement planning and more
Stockport, Greater Manchester
Gresham Wealth Management Ltd

Gresham Wealth Management Ltd

Stockport
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
Ross Keeling at Arcus Wealth

Ross Keeling at Arcus Wealth

Cheadle
Initial consultation free
FCA verified
Independent
As your local Financial Adviser and part of the local community I understand everyone has unique circumstances, so you can rest assured I will create a bespoke and achievable plan to build your solid financial future.
Clients
helped
64
Minimum
wealth
£50k+
Meet the team
Ross Keeling
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Sam Hartley - True Potential Wealth Management

Sam Hartley - True Potential Wealth Management

Stockport
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
381
Minimum
wealth
£250k+
Meet the team
Sam Hartley BSc (Hons) DipPFS
Nick Cassidy
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Stockport
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
87
Minimum
wealth
£250k+
Meet the team
S
D
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Crosby Financial Planning Ltd (M&G Advice)

Crosby Financial Planning Ltd (M&G Advice)

Stockport
Initial consultation free
FCA verified
Restricted
Crosby Financial Planning offers restricted financial advice tailored specifically around you.
Clients
helped
120
Minimum
wealth
£50k+
Meet the team
Jordan Darwin
Emma Scrivens
Liam Crosby
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
sf

Slater Financial Ltd

Stockport
Initial consultation free
FCA verified
Independent
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
1374
Minimum
wealth
£100k+
Meet the team
Phil Slater
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
M&G Advice

M&G Advice

Stockport
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2294
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Cullen Wealth

Cullen Wealth

Stockport
Initial consultation free
FCA verified
Independent
We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped
436
Minimum
wealth
£50k+
Meet the team
Harry Lewis
Matthew Testa
Brighda Thomas
James Elliot
Matthew Peoples
+20
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
sf

Slater Financial Ltd

Stockport
Initial consultation free
FCA verified
Independent
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
1374
Minimum
wealth
£100k+
Meet the team
Phil Slater
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Stockport
Initial consultation free
FCA verified
Restricted
"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
1104
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Frequently Asked Questions about Financial Advisers in Stockport