Top 10 Independent (IFAs) & Restricted Financial Advisers in Lockwood
Find the best FCA regulated financial advisers in Lockwood. Get expert help near you with pensions, investments, retirement planning and more

🏆 Advice Firm of the Year 2023 (Professional Adviser)
🏆 Advice Firm of the Year 2022 (Money Marketing)
🏆 New Model Adviser Top100 - 2021 | 2022 | 2023 | 2024
Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
Clients
helped
helped
107
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

As your independent financial adviser, I offer expert, unbiased guidance from helping you protect your family, growing your investments, and planning for a secure future.
Clients
helped
helped
492
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country.
With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
helped
15109
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

Independent advice, done right. At Agile IFA we are here to help you craft a clear long term financial plan.
We'll help you pull your existing financial 'stuff' together, understand where you are now and how you can achieve your ideal future lifestyle.
Clients
helped
helped
66
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.
Clients
helped
helped
38
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

Athelis Financial Ltd have been providing financial advice for over 8 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
helped
63
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Need help with your pensions? Or retirement planning in general? With over 15 years of experience as a financial adviser you can be confident you will get good advice. Get in touch for simple straightforward advice.
Clients
helped
helped
952
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Frequently Asked Questions about Financial Advisers in Lockwood


