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

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

TheWealthPoint

Preston

FCA verified

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

Clients
helped

2898

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

I have been working in the wealth management industry since 2009, specialising in pension transfers/consolidations and can assist with all types of pension. The advice I give is truly independent with no bias towards any particular investment manager.

Clients
helped

156

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Preston

FCA verified

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

Clients
helped

2898

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

MPI Financial Advice

Lea

FCA verified

We provide a free update & advice service to help you understand your plans.

Clients
helped

8100

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Evelyn Partners

Preston

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

765

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Acumen Financial Partnership Limited

Preston

FCA verified

Private and business financial planning with our clients at the heart of everything - managing money with thought and care.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Preston

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

38294

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

James Tucker - Blacktower Financial Management

Preston

FCA verified

Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions

Clients
helped

Minimum
wealth

£0+

Can help with

Expatriate finances

Start enquiry View profile

Barrow Financial Services Ltd

Preston

FCA verified

For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice

Clients
helped

190

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Evelyn Partners

Preston

FCA verified

Clients
helped

765

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.