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

Find the best FCA regulated financial advisers in Southport. Get expert help near you with pensions, investments, retirement planning and more

Phil Anderson Financial Services Ltd

Southport

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

2465

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Saunders Financial Management

Southport

FCA verified

Providing Financial Advice Across the North West

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

"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

765

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Southport

FCA verified

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Clients
helped

2898

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Continuum Financial Services

Southport

FCA verified

Am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.

Clients
helped

149

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Evelyn Partners

Southport

FCA verified

Clients
helped

765

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Southport

FCA verified

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Clients
helped

2898

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

SFL Wealth Management

Southport

FCA verified

Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.

Clients
helped

884

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Laura Duncan with Continuum Financial Services LLP

Southport

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

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Laura Duncan with Continuum Financial Services LLP

Lytham st annes

FCA verified

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.