Independent Financial Advisers in Altrincham
Foggy morning on the Bridgewater canal by Peter Wooldridge
Our Altrincham office
Amber River True Bearing
Our Altrincham team include IFAs and Chartered Financial Planners looking after clients across the region.
Call: 01257 833 400
Our financial advisers in Altrincham, Greater Manchester, offer expert Financial Planning and Investment Management tailored to your life. From the heart of this historic market town, they help individuals, families, and business owners make confident decisions about their financial future.
We believe financial planning should be as personal as your goals. That’s why we focus on long-term relationships built on trust and clarity. It begins with getting to know you and what you want to achieve, before developing a tailored plan that’ll help you get there.
Whether it’s helping you plan for life’s big moments, invest tax-efficiently, plan for your dream retirement, or building a legacy for your family, our advice is always tailored to your individual circumstances. Our Altrincham-based advisers are FCA-regulated, and provide independent advice shaped by your needs, not by any one provider.
Because to us, financial planning isn’t just about numbers – it’s about peace of mind, protecting what matters most, and making the future feel more certain.
We go beyond financial advice. This is Life Landscaping®
Arrange a call with one of our specialists – at a time that suits you.
There’s no cost for our first meeting, and no obligation to proceed.
Book a free call with one of our specialists – at a time that suits you.
Choose a time that works for you and get straightforward advice with no obligation.
Why work with our Altrincham Financial Advisers?
Our financial advisers take a long-term view to help you achieve your goals. Whether you’re looking to get your financial plans in order, get advice on tax-efficient investing, or some expert pension planning, we provide trusted, professional support. Our Altrincham team offers:
- FCA-Regulated, Independent Advice – Professional, impartial advice that puts your interests first
- Local Altrincham Presence – A trusted local team with a longstanding connection to the community
- A Personalised, Long-Term Approach – A plan that evolves with you, as your needs and circumstances change
- Local Accessibility – Altrincham-based advisers offering in-person or virtual meetings at your convenience
- Holistic Financial Planning – Lifelong financial planning, pension and retirement planning, tax-efficient investing, inheritance tax planning, and more
- Initial Consultation at our expense – No-pressure first meeting where we can get to know each other, and explore your goals
Meet Our Altrincham Financial Advisers
Here are just some of the faces and stories behind our Altrincham financial advisers.
Senior Associate Director, Chartered Financial Planner
Senior Associate Director, Independent Financial Adviser
Chartered Financial Planner
Principal Associate Director, Chartered Financial Planner
Independent Financial Adviser
Director, Chartered Financial Planner
Associate Director, Independent Financial Adviser
Associate Director, Independent Financial Adviser
Associate Director, Chartered Financial Planner
Director, Chartered Financial Planner
Independent Financial Adviser
Independent Financial Adviser
Chartered Financial Planner
Why our clients trust us
We’re proud of the relationships we’ve built and the trust we’ve earned – by being transparent, listening carefully, and delivering advice that’s genuinely tailored to each client.
Financial Advice We Offer
Our advisers offer personalised financial planning support, designed around your goals, values, and ambitions. Whether you’re planning for a specific goal, or want some help keeping your existing plans on track, we’ll work closely with you to build a clear, confident financial roadmap.
Pension & Retirement Planning
- Building a pension savings strategy around you
- Choosing the right retirement income strategy
- Ensuring your money lasts through retirement
IHT & Estate Planning
- Creating a tailored Inheritance Tax strategy
- Protecting your family's future
- Passing wealth between generations
Investment & Wealth Management
- Creating investment strategies that support your goals
- Managing and protecting your wealth
- Achieving the right balance of risk vs reward for you
For Business Owners
- Earning and investing tax-efficiently
- Protecting your business and its shareholders
- Selling your business and planning your succession
Looking for advice today?
Take control of your financial future with guidance from our trusted Altrincham-based independent financial advisers. We’re here to help.
✅ Initial consultation at our expense – no obligation
✅ Local & FCA-regulated financial experts
✅ Bespoke advice tailored to your goals
Fill out the form and we’ll get in touch to arrange a conversation.
Prefer to speak now? Call us on 01257 833 400
Speak to a financial adviser in Altrincham, simply leave your details and we’ll be in touch.
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FAQs
Got Questions About Financial Planning? We’ve Got the Answers
How much does financial advice cost?
Amber River’s advisers offer clear pricing tailored to the services you need. Our advisers only work with clients when we believe we can add real, lasting value. All fees are discussed with you upfront before you proceed, with no hidden costs.
What does an independent financial adviser (IFA) do?
An IFA offers unbiased financial advice across the full market. This independence means our IFAs can take an objective view of how to help you achieve your goals. They’ll provide access to the right solutions for your needs – and won’t be limited to using specific providers.
How do I find a reliable financial adviser in Altrincham?
Look for FCA-authorised professionals with proven local experience. Our Altrincham team offers a free initial consultation, with no pressure and no obligation. Use our ‘Find an Adviser’ tool to discover our firms and advisers in your region.
What services do your Altrincham advisers offer?
Amber River advisers offer financial planning that typically covers areas like pensions, tax-efficient investing, retirement planning, IHT and estate planning, and protection. Our teams also work with businesses to provide services like employee benefits and financial education, as well as corporate financial planning for business owners.
Can you help with investment advice in Altrincham?
Yes. Our advisers provide investment planning and advice that’s designed to help you make the most of your money. This includes everything from maximising your ISA and pension allowances, through to more complex investing options and wealth management solutions.
Are your Altrincham advisers FCA-regulated and chartered?
Yes. All our advisers are authorised by the Financial Conduct Authority (FCA), and many hold chartered status – demonstrating the highest levels of professionalism and ethics.
Do you offer free consultations in Altrincham?
Your first meeting with an Amber River adviser will be at our expense. You can meet with us in person or connect remotely to see how a financial plan can help you meet your life goals.
Can I get remote advice if I live in Altrincham?
We offer convenient, tailored advice through secure video calls, phone, and online tools – ideal if you prefer to manage your finances from home.
Do you serve areas outside Altrincham, like Sale or Hale?
Yes. While our Altrincham office is our home, our advisers also work with clients across the wider region – including Manchester, Stockport, Warrington, Chorley and beyond.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
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