Top 10 Independent (IFAs) & Restricted Financial Advisers in Cumbria

I need advice on
Total assets
My postcode
First meeting is free
  • Prism Financial Advice Ltd

    Preston richard
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1436
    £50k+
    Can help with
    Pensions & retirement
  • Richard Cakans at Quilter Financial Advisers

    Carlisle
    FCA verified
    Local, Face to Face or telephone. Affordable, Expert Financial Advice, I am a pension transfer specialist which means I am qualified to give advice on final salary & defined benefit pension transfers as well personal pensions, investments, life assurance
    85
    £100k+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (Cumbria & Scotland)

    Penrith
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    137
    £250k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Prism Financial Advice Ltd

    Whitehaven
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1436
    £50k+
    Can help with
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Carlisle
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    3931
    £0+
    Can help with
    Pensions & retirement
  • Edward Bond Associates

    Kendal
    FCA verified
    Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    3124
    £50k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Lakes
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1436
    £50k+
    Can help with
    Pensions & retirement
  • Richard Cakans at Quilter Financial Advisers

    Cockermouth
    FCA verified
    Local, Face to Face or telephone. Affordable, Expert Financial Advice, I am a pension transfer specialist which means I am qualified to give advice on final salary & defined benefit pension transfers as well personal pensions, investments, life assurance
    85
    £100k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Cockermouth
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    9885
    £0+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Cockermouth
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1436
    £50k+
    Can help with
    Pensions & 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.