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

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  • Hanson Financial Services

    Halsall
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    916
    £50k+
    Can help with
    Pensions & retirement

  • Markland Hill Wealth

    Scarisbrick
    FCA verified
    𝗔𝗹𝗹 𝗬𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗜𝗻 𝗢𝗻𝗲 𝗣𝗹𝗮𝗰𝗲
    114
    £50k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Southport
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    916
    £50k+
    Can help with
    Pensions & retirement
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  • Seventy Financial Planning

    Scarisbrick
    FCA verified
    Chris's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
    91
    £50k+
    Can help with
    Pensions & retirement

  • Chameleon Financial Planning

    Southport
    FCA verified
    As lifetime financial planners, we look to build trusted, long-term relationships to help you fulfil your lifetime goals, secure your financial future and protect all that is important to you. We pride ourselves on delivering an unrivalled service.
    181
    £0+
    Can help with
    Pensions & retirement

  • First Equitable Global Wealth Management

    Great altcar
    FCA verified
    Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.
    241
    £100k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Southport
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    916
    £50k+
    Can help with
    Pensions & retirement

  • Rigby Financial

    Formby
    FCA verified
    "WINNER: BEST SMALL ADVISER OF THE YEAR" - Sesame Bankhall Group Conference 2020. We are a family run business offering full holistic financial planning with over 40 years experience.
    16
    £100k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Southport
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    916
    £50k+
    Can help with
    Pensions & retirement

  • Craig Burnett

    Ormskirk
    FCA verified
    I am passionate about high quality face to face independent financial advice, tailoring my recommendations to individuals personal financial needs.
    56
    £50k+
    Can help with
    Pensions & retirement

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.

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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.