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

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

We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.

We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.

Scott James & Associates have been providing financial advice for over 11 years.  We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

Wealth management built around you - from one of the world's strongest banks.

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

Wealth management built around you - from one of the world's strongest banks.

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.