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

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  • Quilter Cheviot Financial Planning (Cumbria & Scotland)

    Whitehaven
    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
  • 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
    1453
    £50k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Workington
    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
    1453
    £50k+
    Can help with
    Pensions & retirement
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  • Gibbons Wealth Management Limited

    Workington
    FCA verified
    We aim to provide you with top quality advice. We will work in your best interests at all times.
    < 10
    £0+
    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
  • 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
    1453
    £50k+
    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.
    9970
    £0+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (Cumbria & Scotland)

    Cockermouth
    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
  • Flying Colours

    Millom
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16372
    £100k+
    Can help with
    Pensions & retirement
  • A T M Orchard Investments

    Millom
    FCA verified
    Call for a free consultation to discuss any type of financial decision, anything from mortgages to investments.
    26
    £0+
    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.