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

Find the best FCA regulated financial advisers in Wheelton. Get expert help near you with pensions, investments, retirement planning and more
Wheelton, Chorley, Lancashire
The Private Office

The Private Office

Heapey
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
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Heapey
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 enquiryView profile
Anne Wray Indep Financial Advs

Anne Wray Indep Financial Advs

Chorley
FCA verified
We specialise in giving advice to clergy and also welcome the opportunity to work with all other clients.
Clients
helped
< 10
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Laura Duncan with Continuum Financial Services LLP

Laura Duncan with Continuum Financial Services LLP

Chorley
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
76
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Fox Lifestyle Financial Planning Ltd

Fox Lifestyle Financial Planning Ltd

Chorley
FCA verified
We are a time served, evidence backed financial advice business specialising in delivering on our client objectives across all areas from planning for retirement through to providing oversight on client money and investments.
Clients
helped
104
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
Elmfield Financial Planning Limited

Elmfield Financial Planning Limited

Chorley
FCA verified
Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.
Clients
helped
613
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Chorley
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 enquiryView profile
River Birch Newman

River Birch Newman

Whittle le woods
FCA verified
River Birch Newman is not just an advisory firm, we’re your trusted partners on your financial journey.
Clients
helped
< 10
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Fox Lifestyle Financial Planning Ltd

Fox Lifestyle Financial Planning Ltd

Chorley
FCA verified
We are a time served, evidence backed financial advice business specialising in delivering on our client objectives across all areas from planning for retirement through to providing oversight on client money and investments.
Clients
helped
104
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
The Private Office

The Private Office

Astley village
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
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
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.