Financial Advisers in Sefton
6 FCA-authorised advisers · North West · 4.3★ average Google rating
There are 6 FCA-authorised financial advisers in Sefton, 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 Sefton advisers include Mortgages, Pensions and Retirement. 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.
Frequently Asked Questions — Financial Advisers in Sefton
How many FCA-authorised financial advisers are there in Sefton?
There are 6 FCA-authorised financial advisers listed in Sefton, 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 Sefton?
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 (Mortgages, Pensions and Retirement are common in Sefton), and ask for a free initial consultation before committing.
How much does a financial adviser cost in Sefton?
Financial advisers in Sefton 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 Sefton regulated?
Yes. All financial advisers in Sefton 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 Sefton?
The most common financial advice needs among Sefton residents include Mortgages, Pensions and Retirement. 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.