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

Clarity Wealth Limited

Uxbridge

FCA verified

Everyone looks forward to their retirement - are you prepared for yours?

Clients
helped

1291

Minimum
wealth

£150k+

Can help with

Pensions & retirement

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Cohesion is a purpose-led UK financial planning firm dedicated to making your personal and business finances feel cohesive, considered and truly yours. We combine expert advice with empathy and understanding, helping you navigate life’s important moments

Clients
helped

Recently added

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Nailsea

FCA verified

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14497

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Advanta Wealth

Barnet

FCA verified

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

Clients
helped

975

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

My Pension Expert

Dartmouth

FCA verified

We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.

Clients
helped

653

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Beesure Financial Planning

Pentyrch

FCA verified

Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.

Clients
helped

357

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Intelligent Financial Advisory Ltd - Jack Bewick

Leicester

FCA verified

A leading 'whole of market' Independent Financial Adviser across Warwickshire, Leicestershire and the Midlands.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Pentwyn

FCA verified

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Clients
helped

38102

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Abacus Advisers - Ravi Gill

Bromley

FCA verified

Independent Financial Adviser providing tailored, holistic planning with ongoing support. I help clients grow and protect their wealth through efficient tax planning, retirement strategies, portfolio structuring, and cash flow analysis.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Douglas Steers & Company

Ilford

FCA verified

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Clients
helped

9686

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.