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

I need advice on
Total assets
My postcode
First meeting is free

  • Thomas Dalton at True Potential Wealth Management LLP

    Overton
    FCA verified
    Trusted & Friendly Wealth Management Partner at True Potential LLP
    35
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Morecambe
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    2166
    £50k+
    Can help with
    Pensions & retirement

  • Hymans Robertson Personal Wealth

    Morecambe
    FCA verified
    78
    £100k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • The Private Office

    Lancaster
    FCA verified
    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.
    30057
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Lancaster
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    311
    £250k+
    Can help with
    Pensions & retirement

  • Continuum Financial Services

    Ellel
    FCA verified
    Am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
    83
    £0+
    Can help with
    Pensions & retirement

  • Barrow Financial Services Ltd

    Garstang
    FCA verified
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    78
    £50k+
    Can help with
    Pensions & retirement

  • Thomas Dalton at True Potential Wealth Management LLP

    Catterall
    FCA verified
    Trusted & Friendly Wealth Management Partner at True Potential LLP
    35
    £50k+
    Can help with
    Pensions & retirement

  • AHR Private Clients

    Catterall
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    188
    £150k+
    Can help with
    Pensions & retirement

  • Pursuit Financial Planning

    Thornton cleveleys
    FCA verified
    We will listen to what you want to achieve, and if we can help you, we will let you know. You can then decide what is best for you. Our advisors are qualified up to Chartered Fellow status, and our client feedback is available on VouchedFor.
    28
    £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.