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

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  • HCI Chartered Financial Planners

    Congleton

    Building 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.

    257
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    +6
    Initial consultation free
    FCA verified
    Independent
  • The Private Office

    Congleton

    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.

    32084
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    +11
    Initial consultation free
    FCA verified
    Independent
  • Cullen Wealth

    Congleton

    We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.

    186
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    +17
    Initial consultation free
    FCA verified
    Independent
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  • Phil Anderson Financial Services Ltd

    Congleton

    Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

    1624
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    +3
    Initial consultation free
    FCA verified
    Independent
  • Moneytree Wealth Management Ltd

    Congleton

    We specialise in retirement planning and pension advice from our Chester city centre office.

    390
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    +5
    Initial consultation free
    FCA verified
    Restricted
  • ClearPlan Financial Services Ltd

    Congleton

    ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.

    150
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • TheWealthPoint

    Betchton

    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

    1842
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    M
    Initial consultation free
    FCA verified
    Independent
  • Chris Philcox - True Potential Wealth Management

    Kidsgrove

    I 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.

    310
    £250k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Restricted
  • Sam Hartley - True Potential Wealth Management

    Stoke on trent

    I 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.

    279
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Restricted
  • Flying Colours Advice

    Kidsgrove

    Flying 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.

    18722
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    +16
    Initial 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.