Top 10 Independent (IFAs) & Restricted Financial Advisers in Liverpool
- 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.Clients930
helpedMinimum£50k+
wealthPensions & retirement - We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.ClientsRecently added
helpedMinimum£0+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.Clients243
helpedMinimum£100k+
wealthPensions & retirement - 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.Clients930
helpedMinimum£50k+
wealthPensions & retirement - I am extremely passionate about helping my clients achieve their financial goals and take a personalized approach to financial planning, tailoring my advice to meet the unique needs and circumstances of each individual.Clients11
helpedMinimum£0+
wealthPensions & retirement - Attivo takes a Life Plan First approach to financial planning, working with you to uncover What Matters Most to you in your lives today and for the future. We’re here to listen, to understand what you want out of your life.Clients137
helpedMinimum£150k+
wealthPensions & retirement - Based in South Liverpool for over 21+ years, Spectrum Independent has been providing local Independent Financial advice in Pensions, Savings, Insurance, Equity Release, & Mortgages, covering all areas of financial planning.Clients82
helpedMinimum£0+
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.