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

Private and business financial planning with our clients at the heart of everything - managing money with thought and care.

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

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

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.

⭐️ 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.

We provide a free update & advice service to help you understand your plans.

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.

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.

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