Top 10 Independent (IFAs) & Restricted Financial Advisers in Preston
Thomas Dalton at True Potential Wealth Management LLP
PrestonTrusted & Friendly Wealth Management Partner at True Potential LLP
Clients
helped50Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedTheWealthPoint
PrestonYou deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped1832Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentBarrow Financial Services Ltd
PrestonFor friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
Clients
helped67Minimum
wealth£50k+Pensions & retirementJInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.MPI Financial Advice
LeaWe provide a free update & advice service to help you understand your plans.
Clients
helped4929Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentFlying Colours Advice
PrestonFlying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped18713Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentThe Private Office
PrestonIndependent, 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
helped32057Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentBarrow Financial Services Ltd
PrestonFor friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
Clients
helped188Minimum
wealth£50k+Pensions & retirementJInitial consultation free FCA verified IndependentAcumen Financial Partnership Limited
PrestonPrivate and business financial planning with our clients at the heart of everything - managing money with thought and care.
Clients
helped79Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped< 10Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Restricted True Potential Wealth Management LLP
PrestonAre 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
helped204Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Restricted
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.