Top 10 Independent (IFAs) & Restricted Financial Advisers in Southport
Continuum Financial Services
SouthportAm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
Clients
helped102Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentTheWealthPoint
SouthportYou deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped1835Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentPhil Anderson Financial Services Ltd
SouthportProfessional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped1618Minimum
wealth£50k+Pensions & retirement+3Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.TheWealthPoint
SouthportYou deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped1835Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentTheWealthPoint
SouthportYou deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped1835Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentRigby Financial
Formby"WINNER: BEST SMALL ADVISER OF THE YEAR" - Sesame Bankhall Group Conference 2020. We are a family run business offering full holistic financial planning with over 40 years experience.
Clients
helped20Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentCountrywide Financial Solutions
Lytham st annesAs Independent Financial Advisers, We can offer products and services to cater for all your investment, mortgage and insurance needs.
Clients
helped100Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentAcumen Financial Partnership Limited
BurscoughPrivate and business financial planning with our clients at the heart of everything - managing money with thought and care.
Clients
helped79Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentFirst Equitable Global Wealth Management
Great altcarThrough 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.
Clients
helped337Minimum
wealth£100k+Pensions & retirementSInitial consultation free FCA verified IndependentStudio 61 Wealth Management Ltd
Saint annes on the seaWe focus on identifying client needs and providing tailored financial solutions.
Clients
helped51Minimum
wealth£0+Pensions & retirementJInitial consultation free FCA verified Independent
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.