Top 20 Independent Financial Advisers in Merseyside

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  • The Private Office

    Bold
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    43
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Parsonage Limited

    Liverpool
    We're a friendly team, we understand what's important to you. Read our reviews, get in touch, we'll call within 24 hours.
    55
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lowry Shuker Financial Planning Ltd

    Liverpool
    15
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Smith, Law & Shepherds IFA

    Liverpool
    Here at Smith, Law & Shepherds IFA we have advisers that can help in every situation, why not take advantage of our free initial meeting and see first hand what we can do for you.
    322
    £0+
    8.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • First Equitable Global Wealth Management

    Liverpool
    Professional, creative and diligent financial advice for clients that value the personal touch. All within a competitively priced fee structure.
    46
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harmony Wealth Management LTD

    Liverpool
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    13
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Birkenhead
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice and Protection.
    38
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Liverpool
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GM Wealth Management

    Wirral
    We are a family-run firm offering expert, personalised financial advice for you and your family. With advisers based in Wrexham, Wirral and Manchester, we service clients across the whole of the North-West and North Wales.
    New adviser
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Steven Lavelle at St Pauls Financial Planning

    Liverpool
    We are a fully Independent Firm. I advise mainly on giving Retirement Advice, Pension Transfers also being able to facilitate Final Salary Transfers. With over 30 years in the industry without a complaint, I offer a service that can be trusted.
    < 10
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • LJ Financial

    Liverpool
    We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    98
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Money Tools Financial Planning

    Liverpool
    Your first step towards being financially well organised, is one click away.
    65
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HQ Financial Planning

    Newton le willows
    Independent Financial Planners, specialising in pensions, investments and retirement planning.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Liverpool
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    243
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Liverpool
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    62
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • R S J Financial Planning (West Derby)

    Liverpool
    Independent financial advice on pensions, investments, financial planning, life assurance and many other areas
    91
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Douglas White Limited

    Liverpool
    COVID-19 Update: I can confirm that the business remains open during this difficult time. We have adjusted our processes so that we can work with both existing clients and new clients remotely at each step of the financial planning process. While people's health and welfare take priority, proper planning now can help safeguard your financial future. Independent financial advice in a simple and straightforward manner. The right advice, for the right people at the right time.
    41
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wirral Financial Services Ltd

    Wirral
    Independent Financial Adviser, lowest cost advisors on the Wirral? we think so! friendly and local!
    32
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HQ Financial Planning

    Seneley green
    Independent Financial Planners, specialising in pensions, investments and retirement planning.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Smith, Law & Shepherds IFA

    Southport
    Here at Smith, Law & Shepherds IFA we have advisers that can help in every situation, why not take advantage of our free initial meeting and see first hand what we can do for you.
    193
    £0+
    7.6
    Can help with Advice areas
    & specialisation
    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.