Top 10 Independent (IFAs) & Restricted Financial Advisers in Lytham St Annes
Canaccord Genuity Wealth Management (CGWM)
Saint annes on the seaAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped644Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentThe Private Office
Lytham st annesIndependent, 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
helped32220Minimum
wealth£100k+Pensions & retirement+11Initial consultation free FCA verified IndependentStudio 61 Wealth Management Ltd
Saint annes on the seaWe focus on identifying client needs and providing tailored financial solutions.
Clients
helped51Minimum
wealth£0+Pensions & retirementJInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Danbro Financial Planning Limited
Saint annes on the seaWe aim to provide clear and understandable financial planning advice. We believe that financial planning, saving, borrowing & investing need not be complicated - the best plans & products are the ones that are clear, understandable and easy to follow!
Clients
helped23Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentCountrywide Financial Solutions
Lytham st annesAs Independent Financial Advisers, We can offer products and services to cater for all your investment, mortgage and insurance needs.
Clients
helped100Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentBecketts FS Ltd
Blackpool🏆 Advice Firm of the Year 2023 (Professional Adviser) 🏆 Advice Firm of the Year 2022 (Money Marketing) 🏆 New Model Adviser Top100 - 2021 | 2022 | 2023 | 2024 Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
Clients
helped84Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentQuilter Cheviot Financial Planning (North West & Northern Ireland)
BlackpoolWe’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped192Minimum
wealth£250k+Pensions & retirementD+4Initial consultation free FCA verified RestrictedMy Pension Expert
BlackpoolWe’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped315Minimum
wealth£0+Pensions & retirement+4Initial consultation free FCA verified IndependentThe Private Office
Medlar and weshamIndependent, 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
helped32220Minimum
wealth£100k+Pensions & retirement+11Initial consultation free FCA verified IndependentRetirement Solutions (UK) Ltd
BlackpoolWe offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers.
Clients
helped5202Minimum
wealth£0+Pensions & retirement+3Initial 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.