Top 10 Independent (IFAs) & Restricted Financial Advisers in Lytham St Annes

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  • Danbro Financial Planning Limited

    Saint annes on the sea
    FCA verified
    We aim to provide clear and understandable financial planning advice. We believe that financial planning, saving, borrowing & investing need not be complicated - the best plans & products are the ones that are clear, understandable and easy to follow!
    21
    £50k+
    Can help with
    Pensions & retirement

  • Studio 61 Wealth Management Ltd

    Saint annes on the sea
    FCA verified
    We focus on identifying client needs and providing tailored financial solutions.
    51
    £0+
    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.
    30105
    £100k+
    Can help with
    Pensions & retirement
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  • Canaccord Genuity Wealth Management (CGWM)

    Saint annes on the sea
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    326
    £250k+
    Can help with
    Pensions & retirement

  • Countrywide Financial Solutions

    Lytham st annes
    FCA verified
    As Independent Financial Advisers, We can offer products and services to cater for all your investment, mortgage and insurance needs.
    99
    £0+
    Can help with
    Pensions & retirement

  • Becketts FS Ltd

    Blackpool
    FCA verified
    🏆 Advice Firm of the Year 2023 (Professional Adviser) 🏆 Advice Firm of the Year 2022 (Money Marketing) 🏆 New Model Adviser Top100 - 2020 | 2021 | 2022 | 2023 Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
    77
    £100k+
    Can help with
    Pensions & retirement

  • Pursuit Financial Planning

    Weeton and preese
    FCA verified
    We will listen to what you want to achieve, and if we can help you, we will let you know. You can then decide what is best for you. Our advisors are qualified up to Chartered Fellow status, and our client feedback is available on VouchedFor.
    28
    £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.
    163
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Medlar and wesham
    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.
    30105
    £100k+
    Can help with
    Pensions & retirement

  • Retirement Solutions (UK) Ltd

    Blackpool
    FCA verified
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers.
    4690
    £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.