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

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  • Winshaw Corporate Solutions

    Burscough
    FCA verified
    Financial advice for the life you want to live. The key to a happy retirement is knowing that you have enough money to live the life you desire. With our help, you can plan for a life of financial freedom.
    58
    £100k+
    Can help with
    Pensions & retirement

  • St Pauls financial planning ltd

    Burscough
    FCA verified
    We are a fully Independent Firm of Financial Advisers. We advise mainly on giving Retirement Advice, Pension Transfers also being able to facilitate Final Salary Transfers. With over 30 years in the industry, we offer a service that can be trusted.
    96
    £50k+
    Can help with
    Pensions & retirement

  • First Equitable Global Wealth Management

    Burscough
    FCA verified
    Through 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.
    305
    £100k+
    Can help with
    Pensions & retirement
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  • Acumen Financial Partnership Limited

    Burscough
    FCA verified
    Private and business financial planning with our clients at the heart of everything - managing money with thought and care.
    79
    £50k+
    Can help with
    Pensions & retirement

  • Lightside Financial Planning

    Ormskirk
    FCA verified
    Welcome to LightSide Financial Planning. We are dynamic, forward thinking, independent financial advisors in Crosby, Liverpool.
    239
    £150k+
    Can help with
    Pensions & retirement

  • Silver Birches Financial Planning Ltd

    Rufford
    FCA verified
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Skelmersdale
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    1502
    £50k+
    Can help with
    Pensions & retirement

  • First Equitable Global Wealth Management

    Skelmersdale
    FCA verified
    Through 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.
    305
    £100k+
    Can help with
    Pensions & retirement

  • First Equitable Global Wealth Management

    Ormskirk
    FCA verified
    Through 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.
    305
    £100k+
    Can help with
    Pensions & retirement

  • St Pauls financial planning ltd

    Skelmersdale
    FCA verified
    We are a fully Independent Firm of Financial Advisers. We advise mainly on giving Retirement Advice, Pension Transfers also being able to facilitate Final Salary Transfers. With over 30 years in the industry, we offer a service that can be trusted.
    96
    £50k+
    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.

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.