Top 10 Independent (IFAs) & Restricted Financial Advisers in Heapey
Phil Anderson Financial Services Ltd
HeapeyProfessional 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
helped1644Minimum
wealth£50k+Pensions & retirement+3Initial consultation free FCA verified IndependentAnne Wray Indep Financial Advs
ChorleyWe specialise in giving advice to clergy and also welcome the opportunity to work with all other clients.
Clients
helped< 10Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentThomas Dalton at True Potential Wealth Management LLP
ChorleyTrusted & Friendly Wealth Management Partner at True Potential LLP
Clients
helped51Minimum
wealth£50k+Financial planningInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.MPI Financial Advice
ChorleyWe provide a free update & advice service to help you understand your plans.
Clients
helped5031Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentElmfield Financial Planning Limited
ChorleyOur dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.
Clients
helped380Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentB P Sanders and Company Limited
ChorleyGiving consistent positive and successful financial guidance to suit your needs for over 50 years
Clients
helped177Minimum
wealth£50k+Pensions & retirementAInitial consultation free FCA verified IndependentTheWealthPoint
Clayton le woodsYou deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped1874Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentTheWealthPoint
Clayton le woodsYou deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped1874Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentCharlene Love at Abacus Associates
ChorleyI understand how overwhelming financial decisions can feel, and my goal is to simplify the process for you. I’m here to provide clear, practical advice tailored to your unique situation.
Clients
helped21Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentMPI Financial Advice
ChorleyWe provide a free update & advice service to help you understand your plans.
Clients
helped5031Minimum
wealth£0+Pensions & retirementMHInitial 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.