Top 20 Independent Financial Advisers in Applebyinwestmorland

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Pareto Financial Planning Ltd

    Manchester
    Pareto, your long term partners in all matters financial. We work hard for our reputation and we are proud of it.
    25
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Barkham
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    11024
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Midas Fides

    London
    Chartered Financial Planner. CERTIFIED FINANCIAL PLANNER professional. Over 30 years experience as an IFA. Holder of the Ethics Mark.
    15
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alps F S Ltd

    Guildford
    It is all about you. Tell us what you want to achieve and we will see if we can help you get there with a financial plan.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Friendly Wealth Management

    Stafford
    Chartered Financial Planners specialising in Investments, Pensions, Retirement Planning, Taxation and Wealth Management.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whateley Wealth Management Ltd

    Cofton hackett
    We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs. We firmly believe everyone deserves a secure financial future.
    211
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Nottingham
    Creating, managing and protecting your wealth the intelligent way
    124
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Cannock
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
    571
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Kettering
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    142
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Financial Moves

    London
    Impartial Whole of Market Independent Financial Advice tailored to you in an ever changing world. Skype and Zoom meetings available
    51
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • Wade Financial Services Ltd

    North shields
    Welcome to Wade Financial, a financial planning company that thinks differently about money. To find out how, visit <url hidden>.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matthew Henderson at Charles Stanley

    Whitehill
    One of the UK's leading wealth managers, Charles Stanley has over 200 years of heritage managing client's investments.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Financial planning
  • Davenport Thomas

    Crowthorne
    Professional advice service within an ethical and transparant charging structure. Holistic service, Core areas are Pension, Investment, Inheritance Tax planning
    59
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charles Crookshank - Continuum Financial Services LLP

    Aberdeen
    Your Financial Future Made Real. I do NOT offer advice on transfers of Final Salary pension schemes.
    34
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning

    Basildon
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matthew Sulley @ True Potential Wealth Management

    Llanishen
    Its about working together so that you feel better informed, confident and empowered for your financial future.
    55
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mazars Financial Planning Limited

    Bristol
    We aim to be your "trusted adviser" - the adviser you turn to for considered advice, innovative ideas and tailored-solutions.
    399
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Navigate Independent Financial Advisors

    Belfast
    Whether you are saving or planning for retirement, looking to make your money work harder, or purchasing a house, you will benefit from our unique approach to financial planning.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Arlo Group

    London
    Independent, client-focused financial advice. Friendly, professional and trusted.
    79
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Gainsborough
    Retirement and Pension Specialist, Chartered Financial Planner, locally based, over 21-years experience. Call today for a free consultation or informal chat.
    45
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    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.