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Location Guide

Financial Advisers in Bury

12 FCA-authorised advisers · North West · 4.5★ average Google rating

There are 12 FCA-authorised financial advisers in Bury, North West. All firms listed here are verified against the FCA Financial Services Register and must hold the minimum QCF Level 4 qualification.

Common advice specialisms among Bury advisers include Investments, Pensions and Mortgages. You can filter by specialism below, or search by postcode to find advisers closest to you. All advisers are free to contact for an initial consultation.

CLARKE HENDRIK GROUP LTD

FCA Verified

Manchester, M25

0.0 mi
MortgagesInvestmentsPensions+1

True CFP Limited

FCA Verified

Bury, BL9

0.0 mi
MortgagesAlternative InvestmentsPensions+2

Simply Pensions Ltd

FCA Verified

Bury, BL0

0.0 mi
5.0
(15)
MortgagesAlternative InvestmentsPensions+2
MortgagesPensionsRetirement+1

Liberty Sipp Limited

FCA Verified

Bury, BL9

0.0 mi
InvestmentsPensions

Stephen Holmes

FCA Verified

Bury, BL8

0.0 mi
Alternative InvestmentsPensionsRetirement+1

BAKER FINANCIAL PLANNING LTD

FCA Verified

Manchester, M45

0.0 mi
5.0
(1)
MortgagesAlternative InvestmentsPensions+2

Whitehall Group SIPP Limited

FCA Verified

Ramsbottom, BL0

0.0 mi
InvestmentsPensions

The Freedom SIPP Limited

FCA Verified

Bury, BL0

0.0 mi
3.0
(6)
InvestmentsPensions
Disciplinary History
0.0 mi
4.9
(86)
MortgagesInvestmentsPensions+1

MT RETAIL UK LTD

FCA Verified

Bury, BL9

0.0 mi
4.7
(1388)
Mortgages

Joel Isaac Malach

FCA Verified

Bury, BL9

0.0 mi
Mortgages

Frequently Asked Questions — Financial Advisers in Bury

How many FCA-authorised financial advisers are there in Bury?

There are 12 FCA-authorised financial advisers listed in Bury, North West. All firms listed on approval.co.uk are verified against the FCA Financial Services Register.

How do I find a good financial adviser in Bury?

Start by checking that any adviser is FCA-authorised using the FCA Register at register.fca.org.uk. Look for relevant qualifications (CII Diploma or Chartered status), check their specialisms match your needs (Investments, Pensions and Mortgages are common in Bury), and ask for a free initial consultation before committing.

How much does a financial adviser cost in Bury?

Financial advisers in Bury typically charge an initial fee of 1–3% of assets advised on, with ongoing annual fees of 0.5–1%. Some charge fixed project fees (typically £500–£5,000 for a financial plan) or hourly rates of £150–£350. All advisers must be transparent about fees before you commit.

Are financial advisers in Bury regulated?

Yes. All financial advisers in Bury must be authorised or appointed representatives of an authorised firm regulated by the Financial Conduct Authority (FCA). You can verify any firm's status on the FCA Register. Using an unauthorised adviser means you have no access to the Financial Ombudsman Service or FSCS compensation.

What financial advice services are most commonly needed in Bury?

The most common financial advice needs among Bury residents include Investments, Pensions and Mortgages. Whether you are planning for retirement, buying a home, investing a lump sum, or managing an inheritance, an FCA-authorised adviser can help you make the most tax-efficient and suitable decisions for your circumstances.

Results are ordered by proximity to your postcode. This order does not indicate quality, suitability, or any form of recommendation. Always verify an adviser's current FCA authorisation at register.fca.org.uk before engaging their services.

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