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

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Total assets
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  • Thomas Dalton at True Potential Wealth Management LLP

    Chorley
    FCA verified
    Trusted & Friendly Wealth Management Partner at True Potential LLP
    31
    £50k+
    Can help with
    Financial planning

  • The Private Office

    Lancaster
    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.
    27494
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Lytham st annes
    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.
    27494
    £100k+
    Can help with
    Pensions & retirement
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  • Hanson Financial Services

    Southport
    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.
    986
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Chorley
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10512
    £0+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Preston
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5074
    £50k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North West & Northern Ireland)

    Blackpool
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    122
    £250k+
    Can help with
    Pensions & retirement

  • First Equitable Global Wealth Management

    Ormskirk
    FCA verified
    Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.
    249
    £100k+
    Can help with
    Pensions & retirement

  • Chameleon Financial Planning

    Penwortham
    FCA verified
    As lifetime financial planners, we look to build trusted, long-term relationships to help you fulfil your lifetime goals, secure your financial future and protect all that is important to you. We pride ourselves on delivering an unrivalled service.
    184
    £0+
    Can help with
    Pensions & retirement

  • Barrow Financial Services Ltd

    Farington
    FCA verified
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    67
    £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.