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

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

  • The Private Office

    Preston
    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.
    30288
    £100k+
    Can help with
    Pensions & retirement

  • Barrow Financial Services Ltd

    Farington
    FCA verified
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    76
    £50k+
    Can help with
    Pensions & retirement

  • Barrow Financial Services Ltd

    Preston
    FCA verified
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    67
    £50k+
    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

  • Quilter Cheviot Financial Planning (North West & Northern Ireland)

    Preston
    FCA verified
    We’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.
    166
    £250k+
    Can help with
    Pensions & retirement

  • Winshaw Corporate Solutions

    Longton
    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

  • True Potential Wealth Management

    Longton
    FCA verified
    I specialise in open and honest advice. Ensuring your needs are the most important detail.
    97
    £0+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management LLP

    Preston
    FCA verified
    Are you looking for professional advice? Do you think it may be beneficial to speak to a fully qualified and FCA registered adviser who has thirty years experience with no obligation and at no cost to you? If you do, please consider using our services.
    198
    £50k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Farington
    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

  • Hanson Financial Services

    Preston
    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

  • Barrow Financial Services Ltd

    Preston
    FCA verified
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    185
    £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.