Top 10 Independent (IFAs) & Restricted Financial Advisers in Congleton
Moneytree Wealth Management Ltd
CongletonWe specialise in retirement planning and pension advice from our Chester city centre office.
Clients
helped392Minimum
wealth£50k+Pensions & retirement+5Initial consultation free FCA verified RestrictedPhil Anderson Financial Services Ltd
CongletonProfessional 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
helped1629Minimum
wealth£50k+Pensions & retirement+3Initial consultation free FCA verified IndependentCullen Wealth
CongletonWe know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped186Minimum
wealth£50k+Pensions & retirement+17Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.ClearPlan Financial Services Ltd
CongletonClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
Clients
helped150Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
CongletonIndependent, 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.
Clients
helped32116Minimum
wealth£100k+Pensions & retirement+11Initial consultation free FCA verified IndependentHCI Chartered Financial Planners
CongletonBuilding lifelong relationships and helping people achieve their financial ambitions. We are a local, independent financial advice business who can help guide you from where you are to where you want to be.
Clients
helped257Minimum
wealth£100k+Pensions & retirement+6Initial consultation free FCA verified IndependentTheWealthPoint
BetchtonYou deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped1851Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentChris Philcox - True Potential Wealth Management
KidsgroveI have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
Clients
helped311Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified RestrictedSam Hartley - True Potential Wealth Management
Stoke on trentI provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, we project your income, expenses, and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
Clients
helped279Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedFlying Colours Advice
KidsgroveFlying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped18739Minimum
wealth£150k+Pensions & retirement+16Initial 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.