Top 10 Independent (IFAs) & Restricted Financial Advisers in Cumbria
Find the best FCA regulated financial advisers in Cumbria. Get expert help near you with pensions, investments, retirement planning and more

As lifetime financial planners, we look to build trusted, long-term relationships to help you fulfil your lifetime goals, secure your financial future and protect all that is important to you.
We pride ourselves on delivering an unrivalled service.
Clients
helped
helped
277
Minimum
wealth
wealth
£100k+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
helped
3536
Minimum
wealth
wealth
£50k+
Meet the team
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
helped
3536
Minimum
wealth
wealth
£50k+
Meet the team
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
helped
3536
Minimum
wealth
wealth
£50k+
Meet the team
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Quilter Cheviot Financial Planning (Cumbria & Scotland)
Carlisle
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
helped
309
Minimum
wealth
wealth
£250k+
Meet the team
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

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.
Clients
helped
helped
2220
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped
helped
2863
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches

Quilter Cheviot Financial Planning (Cumbria & Scotland)
Lakes
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
helped
309
Minimum
wealth
wealth
£250k+
Meet the team
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Cumbria

