Top 20 Independent Financial Advisers in Liverpool

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  • 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+
    8.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Philip Wasley of True Potential Wealth Management

    Liverpool
    Whether its pensions, investments or life cover please contact me for a friendly chat.
    101
    £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
  • 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.
    16
    £0+
    9.0
    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
  • 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
  • Tilney

    Liverpool
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Liverpool
    61
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial

    Liverpool
    We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    97
    £0+
    9.2
    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.
    19
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Spectrum Independent Financial Services

    Liverpool
    Spectrum Independent has been operating as a local Independent Financial Adviser in South Liverpool for over 17 years
    58
    £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
  • Hanson Financial Services

    Liverpool
    We provide specialist advice combined with a no-nonsense, common sense approach to your finances and retirement planning.
    200
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SMC Financial Services Ltd

    Liverpool
    Welcome to SMC Financial Services. We are dynamic, forward thinking, independent financial advisors in Crosby, Liverpool.
    202
    £0+
    7.0
    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
  • Retirement Solutions (UK) Ltd

    Liverpool
    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
    19
    £0+
    9.0
    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
  • 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
  • Oakley Independent Limited

    Liverpool
    Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
    80
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pavis Financial Management Ltd

    Liverpool
    We are Chartered Financial Planners and an Accredited Financial Planning Firm.
    13
    £500k+
    10.0
    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.