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

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

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.

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.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

⭐️ Winner: Financial Adviser of the Year 2025 ⭐️ Award-winning Independent Financial Adviser offering 5-Star rated personalised advice on investments, pensions, mortgages, protection, financial planning & estate planning for professionals.

Our emphasis is firmly on offering straight talking & practical advice, which guides our clients through the complex financial landscape

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

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.