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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
Douglas Steers & Company

Douglas Steers & Company

Greenford
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10603
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
Unity Wealth Management

Unity Wealth Management

Waterlooville
Initial consultation free
FCA verified
Independent
We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
Clients
helped
387
Minimum
wealth
£250k+
Meet the team
Greg Simkin
Sarah Simkin
Jackie Matthews
Yvonne Bartlett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Hassam Shaukat - Shaukat Wealth Limited

Hassam Shaukat - Shaukat Wealth Limited

Greenford
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
46
Minimum
wealth
£50k+
Meet the team
H
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Savings
Fairstone Group

Fairstone Group

Ely
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
15265
Minimum
wealth
£0+
Meet the team
Charles Blakey
Frank Banks- seeney
Jonny Banks-Seeney
Simon Shepherd
Duncan Sanderson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Scott James & Associates

Scott James & Associates

Aberdeen
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
33
Minimum
wealth
£100k+
Meet the team
Scott James
Ross McDonald
Scott Kelly
Calum Bruce
Graham Smith
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Saltus Partners LLP

Saltus Partners LLP

Hertford
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
1069
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
RBC Brewin Dolphin

RBC Brewin Dolphin

Hebburn
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
C
D
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Evelyn Partners

Evelyn Partners

Boness
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
1076
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
RBC Brewin Dolphin

RBC Brewin Dolphin

Morley
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
C
D
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Advanta Wealth

Advanta Wealth

Orpington
Initial consultation free
FCA verified
Independent
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
1065
Minimum
wealth
£250k+
Meet the team
Duncan Carter
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Applebyinwestmorland