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

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  • Ian McCue - True Potential Wealth Management LLP

    Holywell
    FCA verified
    Working closely with clients to achieve their financial goals is at the core of my business. I am a pension specialist and have over 13 years experience. I pride myself on coaching and educating clients to empower them to live the life they most desire.
    84
    £100k+
    Can help with
    Pensions & retirement

  • Taurus Financial Planning

    Holywell
    FCA verified
    Taurus Financial Planning has a strong focus on advice before products. We hope to fully understand your need and objectives, so we can formulate a strategy that is in your best interests and that you understand.
    15
    £50k+
    Can help with
    Pensions & retirement

  • AFH Wealth

    Holywell
    FCA verified
    Are you someone who would like to understand where they are financially, but do not have the time to invest, manage, track or truly understand the vagaries of pensions, investment and tax? Then I'd like to open up a free conversation on how I can help
    101
    £50k+
    Can help with
    Pensions & retirement
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  • Attivo

    Holywell
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    128
    £100k+
    Can help with
    Financial planning

  • Flying Colours

    Flint
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16933
    £100k+
    Can help with
    Pensions & retirement

  • PL Wealth & Pensionlite

    Flint
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    221
    £50k+
    Can help with
    Pensions & retirement

  • Arcus Wealth.

    Flint
    FCA verified
    Independant Financial Adviser specialising on Pension planning and Investments. Have worked as an IFA for 25 years and can help with your Financial plans.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • John Fachiri Ltd Chartered Financial Planners

    Wirral
    FCA verified
    Our advice is based on a Financial Plan and its associated Lifetime Cashflow.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Christopher Lloyd - AFH Wealth Management

    Wirral
    FCA verified
    I am a Chartered Financial Planner working for one of the UK's leading Independent Advisory firms. My clients benefit from a personal service backed up with a large support team to guide them through their financial planning journey.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Broadleaf Financial Services Ltd

    Wirral
    FCA verified
    We offer quality, friendly, face to face Independent Financial advice. Retirement and Investment planning for both private and business clients.
    13
    £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.