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

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

Beaumont Wealth

Lymm

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

Evelyn Partners

Lymm

FCA verified

"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

741

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)

Lymm

FCA verified

We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.

Clients
helped

390

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

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 enquiry View profile

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

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

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

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

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

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Manchester

FCA verified

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Clients
helped

2854

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

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 enquiry View profile

Evelyn Partners

Manchester

FCA verified

Clients
helped

741

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.