Top 10 Independent (IFAs) & Restricted Financial Advisers in Askham
Find the best FCA regulated financial advisers in Askham. Get expert help near you with pensions, investments, retirement planning and more

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
helped
370
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business

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
helped
39167
Minimum
wealth
wealth
£150k+
Meet the team
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

We’re backed by the strength and credibility of M&G plc, who has been providing financial security for over 170 years.
The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice.
Clients
helped
helped
34
Minimum
wealth
wealth
£50k+
Meet the team
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

We pride ourselves on working with you, our clients, throughout the entire process, to ensure everything goes as smoothly as possible.
We offer a full range of financial advice covering Mortgages, Equity Release, Protection, Pensions and Investments.
Clients
helped
helped
11
Minimum
wealth
wealth
£50k+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages

We believe everyone deserves affordable, 1-to-1 help with their money.
We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
Clients
helped
helped
97
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages

Barry Stewart Wealth Management Partner - True Potential
Larbert
Initial consultation free
FCA verified
Independent
I offer holistic financial advice, specialising in retirement. I see and service clients throughout Scotland at their home or our office in Larbert.
Clients
helped
helped
104
Minimum
wealth
wealth
£100k+
Meet the team
B
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

“As trusted advisers to our clients for over 100 years, our ethos and level of client service continues today.
At Leagold Miller our advisers look to provide you with Independent whole of market advice across all areas of your financial planning journey (Retirement Planning, Investment Planning and Protecting your family).
We understand that the world of financial planning can be a difficult journey for many people, which is why our professional advisers will always go the extra mile to help educate you on your financial planning matters. We pride ourselves on holding your hand along your journey.”
Clients
helped
helped
108
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Askham

