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

Find the best FCA regulated financial advisers in Applebyinwestmorland. Get expert help near you with pensions, investments, retirement planning and more
Applebyinwestmorland, Eden, Cumbria, North West England
Advies Wealth Ltd

Advies Wealth Ltd

Bournemouth
Initial consultation free
FCA verified
Independent
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
557
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
Evelyn Partners

Evelyn Partners

Whitnash
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
1110
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Fingerprint Financial Planning

Fingerprint Financial Planning

Stone
Initial consultation free
FCA verified
Independent
Award winning Independent Financial Planners & Mortgage Advisers helping families, individuals and business owners with all your financial advice needs. Our service is as unique as you are. We offer face to face meetings, video calls or by telephone.
Clients
helped
1168
Minimum
wealth
£50k+
Meet the team
Ben Beslic
Paul Spencer-Nixon
Vicki Upton
Mark Hidson
Joseph Homes
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
and 1 more matches
Fairstone Group

Fairstone Group

Taunton
Initial consultation free
FCA verified
Independent
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.
Clients
helped
15324
Minimum
wealth
£0+
Meet the team
Matthew Eaton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Executive Wealth Services

Executive Wealth Services

Edinburgh
Initial consultation free
FCA verified
Independent
We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
Clients
helped
300
Minimum
wealth
£250k+
Meet the team
David Garvey
Clara Jackson
K
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Synthesis Wealth Management

Synthesis Wealth Management

Chew magna
Initial consultation free
FCA verified
Independent
Our purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.
Clients
helped
249
Minimum
wealth
£100k+
Meet the team
Jonathan Barnes
Samantha Skuse
Simon Honer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Saltus Partners LLP

Saltus Partners LLP

Hastings
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1077
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Tamer Beshara - True Potential

Tamer Beshara - True Potential

Scunthorpe
Initial consultation free
FCA verified
Restricted
I am a fully qualified and regulated Financial and Mortgage Adviser. My role is to help you making all the right financial decisions that would impact on your life now or in the future.
Clients
helped
102
Minimum
wealth
£50k+
Meet the team
Tamer Beshara
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Littlemore
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10706
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Douglas Steers & Company

Douglas Steers & Company

Acton turville
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10706
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Applebyinwestmorland