Top 10 Independent (IFAs) & Restricted Financial Advisers in Ulnes Walton
- Not sure which adviser to pick?Answer a few questions to help us find you the perfect match.
- I specialise in investments, pensions and tax planning, including Defined Benefit advice. In my 16 years experience I know that "one plan does not suit all" so I prioritise bespoke financial planning tailored to your individual goals and needs.Clients26
helpedMinimum£150k+
wealthPensions & retirement - 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.Clients198
helpedMinimum£50k+
wealthPensions & retirement Barrow Financial Services Ltd
Leyland FCA verifiedFor friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial adviceClients34
helpedMinimum£50k+
wealthFinancial planning- At Fox we are real people, with real experiences over the years in helping people achieve their goals. We pride ourselves on being able to have a straight conversation in plain English and our clients tell us that's why they stay with us year after year.Clients31
helpedMinimum£150k+
wealthPensions & 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.