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

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  • Heritage Financial Planning Ltd

    Liverpool
    FCA verified
    I am extremely passionate about helping my clients achieve their financial goals and take a personalized approach to financial planning, tailoring my advice to meet the unique needs and circumstances of each individual.
    11
    £0+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Liverpool
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    917
    £50k+
    Can help with
    Pensions & retirement

  • Lowry Shuker Financial Planning Ltd

    Liverpool
    FCA verified
    23
    £0+
    Can help with
    Pensions & retirement
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  • Hanson Financial Services

    Liverpool
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    917
    £50k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Liverpool
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    916
    £50k+
    Can help with
    Pensions & retirement

  • First Equitable Global Wealth Management

    Liverpool
    FCA verified
    Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.
    241
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Liverpool
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4923
    £50k+
    Can help with
    Pensions & retirement

  • Verso Wealth Management Ltd

    Liverpool
    FCA verified
    15
    £500k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jordan Evason

    Liverpool
    FCA verified
    Personal and Professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • Arcus Wealth

    Liverpool
    FCA verified
    We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    504
    £0+
    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.