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

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  • Ian McCue - True Potential Wealth Management LLP

    Penketh
    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.
    137
    £50k+
    Can help with
    Pensions & retirement

  • My Pension Expert

    Penketh
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    183
    £0+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Great sankey
    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.
    1541
    £50k+
    Can help with
    Pensions & retirement
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  • Ross Keeling at Arcus Wealth

    Great sankey
    FCA verified
    As your local Financial Adviser and part of the local community I understand everyone has unique circumstances, so you can rest assured I will create a bespoke and achievable plan to build your solid financial future.
    32
    £50k+
    Can help with
    Pensions & retirement

  • Winshaw Corporate Solutions

    Great sankey
    FCA verified
    Financial advice for the life you want to live. The key to a happy retirement is knowing that you have enough money to live the life you desire. With our help, you can plan for a life of financial freedom.
    58
    £100k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Great sankey
    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.
    1541
    £50k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Burtonwood and westbrook
    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.
    1541
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Warrington
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30551
    £100k+
    Can help with
    Pensions & retirement

  • Chris Young - XV Wealth

    Warrington
    FCA verified
    At XV Wealth, our aim is to establish long-term partnerships with clients, by working together to: 1. Discuss & identify your unique life goals 2. Build you a bespoke Financial Plan to help reach those goals 3. Work with you on your financial journey
    23
    £100k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    St helens
    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.
    1541
    £50k+
    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.