Top 10 Independent (IFAs) & Restricted Financial Advisers in Wennington
Find the best FCA regulated financial advisers in Wennington. Get expert help near you with pensions, investments, retirement planning and more
Titan Wealth Planning Limited
Bentham
FCA verified
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
helped
3357
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Chris Jones - True Potential
Carnforth
FCA verified
My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.
Clients
helped
helped
14
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
SFL Wealth Management
Carnforth
FCA verified
Is your pension working for you?
Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
helped
877
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Pursuit Financial Planning
Halton and aughton
FCA verified
Pursuit Financial Planning is about being aware of the relationship between what you have and what you want - now and in the future - so you can make the best decisions for peace of mind.
Clients
helped
helped
118
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Laura Duncan with Continuum Financial Services LLP
Slyne and hest
FCA verified
⭐️ Winner: Financial Adviser of the Year 2025 ⭐️ I offer 5 Star rated personalised solutions tailored to all needs. Secure your financial future with expert advice on investments, mortgages, protection, pensions, financial planning, & estate planning.
Clients
helped
helped
76
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Titan Wealth Planning Limited
Preston richard
FCA verified
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
helped
3357
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Every Step Financial Services
Lancaster
FCA verified
We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice.
Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped
helped
594
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
TheWealthPoint
Lancaster
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
helped
2854
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
The Private Office
Lancaster
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
helped
38122
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
SFL Wealth Management
Lancaster
FCA verified
Is your pension working for you?
Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
helped
877
Minimum
wealth
wealth
£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.
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.