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

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  • Rachel Selby at True Potential Wealth Management LLP

    Preston
    FCA verified
    I specialise in investments, pensions and tax planning, including Defined Benefit advice. In my 16 years experience I know that "one plan does not suit all" so I prioritise bespoke financial planning tailored to your individual goals and needs.
    26
    £150k+
    Can help with
    Pensions & retirement
  • The Private Office

    Blackburn
    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.
    30322
    £100k+
    Can help with
    Pensions & retirement
  • Barrow Financial Services Ltd

    Blackburn
    FCA verified
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    185
    £50k+
    Can help with
    Pensions & retirement
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  • Thomas Dalton at True Potential Wealth Management LLP

    Preston
    FCA verified
    Trusted & Friendly Wealth Management Partner at True Potential LLP
    36
    £50k+
    Can help with
    Pensions & retirement
  • First Equitable Global Wealth Management

    Skelmersdale
    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.
    305
    £100k+
    Can help with
    Pensions & retirement
  • Polygon Financial Ltd

    Clitheroe
    FCA verified
    We are a team of friendly and trusted financial advisers with many years experience of providing independent advice.
    27
    £100k+
    Can help with
    Pensions & retirement
  • Lightside Financial Planning

    Ormskirk
    FCA verified
    Welcome to LightSide Financial Planning. We are dynamic, forward thinking, independent financial advisors in Crosby, Liverpool.
    239
    £150k+
    Can help with
    Pensions & retirement
  • Barrow Financial Services Ltd

    Blackburn
    FCA verified
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    34
    £50k+
    Can help with
    Financial planning
  • Hanson Financial Services

    Skelmersdale
    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.
    1506
    £50k+
    Can help with
    Pensions & retirement
  • Hanson Financial Services

    Livesey
    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.
    1506
    £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.