Top 10 Independent (IFAs) & Restricted Financial Advisers in Preesall
Chameleon Financial Planning
Thornton cleveleysAs lifetime financial planners, we look to build trusted, long-term relationships to help you fulfil your lifetime goals, secure your financial future and protect all that is important to you. We pride ourselves on delivering an unrivalled service.
Clients
helped205Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentFox Lifestyle Financial Planning Ltd
Poulton le fyldeWe are a time served, evidence backed financial advice business specialising in delivering on our client objectives across all areas from planning for retirement through to providing oversight on client money and investments.
Clients
helped48Minimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified IndependentAHR Private Clients
Poulton le fyldeAHR 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.
Clients
helped276Minimum
wealth£150k+Pensions & retirementLInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.True Potential Wealth Management LLP
BlackpoolAre you looking for Retirement, Pension, Investment or Protection advice? If you are, I am an FCA approved qualified adviser with over 30 years experience who offers specialist advice in these areas, who offers initial consultations at no cost to you.
Clients
helped205Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedBecketts FS Ltd
Poulton le fylde🏆 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 IndependentPursuit Financial Planning
BlackpoolAt Pursuit Financial Planning, we help clients clarify goals and build tailored plans using tax strategies, asset management, and cashflow modeling. Book a free discovery call to see how we can help.
Clients
helped50Minimum
wealth£0+Pensions & retirementMInitial consultation free FCA verified RestrictedChameleon Financial Planning
BlackpoolAs lifetime financial planners, we look to build trusted, long-term relationships to help you fulfil your lifetime goals, secure your financial future and protect all that is important to you. We pride ourselves on delivering an unrivalled service.
Clients
helped205Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentThomas Dalton at True Potential Wealth Management LLP
OvertonTrusted & Friendly Wealth Management Partner at True Potential LLP
Clients
helped51Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedPrism Financial Advice Ltd
MorecambeWe 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
Clients
helped2567Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentBarrow Financial Services Ltd
GarstangFor friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
Clients
helped78Minimum
wealth£50k+Pensions & retirementJInitial 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.