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

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  • Kellands Chartered Financial Planners

    Altrincham
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    30
    £250k+
    Can help with
    Pensions & retirement
  • Sam Hartley - True Potential Wealth Management

    Altrincham
    FCA verified
    Experienced Financial Planner, with expertise in helping clients in such areas as Pension and Retirement Planning, including Defined Benefit and Defined Contribution Pension Transfers, Pension and Divorce cases and various investment structures.
    258
    £100k+
    Can help with
    Pensions & retirement
  • Phil Anderson Financial Services Ltd

    Altrincham
    FCA verified
    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
    1432
    £50k+
    Can help with
    Pensions & retirement
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  • Phil Anderson Financial Services Ltd

    Sale
    FCA verified
    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
    1432
    £50k+
    Can help with
    Pensions & retirement
  • Trusted Planning Ltd

    Sale
    FCA verified
    Bespoke independent financial planning & investment advice exceeding British Standard BS:8577. Chartered Firm. We'll help you see your life with a much clearer perspective of where you are and what's possible. To CALL US NOW, click "Show number".
    73
    £100k+
    Can help with
    Pensions & retirement
  • Craig Malcolm Bush - Money Advice & Planning Ltd

    Sale
    FCA verified
    We invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.
    511
    £50k+
    Can help with
    Pensions & retirement
  • SFL Wealth Management

    Altrincham
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    644
    £50k+
    Can help with
    Pensions & retirement
  • Phil Anderson Financial Services Ltd

    Altrincham
    FCA verified
    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
    1432
    £50k+
    Can help with
    Pensions & retirement
  • Trusted Planning Ltd

    Altrincham
    FCA verified
    Bespoke independent financial planning & investment advice exceeding British Standard BS:8577. Chartered Firm. We'll help you see your life with a much clearer perspective of where you are and what's possible. To CALL US NOW, click "Show number".
    73
    £100k+
    Can help with
    Pensions & retirement
  • Hammond Raggett & Co

    Altrincham
    FCA verified
    24
    £150k+
    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.

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