Top 20 Independent Financial Advisers in Aldingham

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  • Flying Colours

    Barrow in furness
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11378
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Atkinson Financial Services Ltd

    Barrow in furness
    We provide an accurate and reliable advice service designed to help you navigate often confusing financial matters.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Ulverston
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11378
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Flying Colours

    Barrow in furness
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11378
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Poole Townsend

    Ulverston
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Steven Martin & Associates Ltd

    Ulverston
    Steven Martin & Associates off clear, independent, impartial Financial advice. Our Advisers are fully qualified and highly experienced.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Lighthouse Financial Advice Limited

    Ulverston
    Local, Face to Face or telephone. Affordable, Expert Financial Advice, I am a pension transfer specialist which means I am qualified to give advice on final salary & defined benefit pension transfers as well personal pensions, investments, life assurance
    82
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Independent Investment Associates Limited

    Grange over sands
    We are an owner-managed firm of Independent Chartered Financial Planners providing personalised advice through our highly qualified Financial Planners.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prism Financial Advice Ltd

    Morecambe
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    427
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rachel Lenagh at True Potential Wealth Management LLP

    Haverthwaite
    I specialise in investments, pensions and tax planning, including Defined Benefit advice. In my 14 years experience I know that "one plan does not suit all" so I prioritise bespoke financial planning tailored to your individual goals and needs.
    Recently Added
    £150k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • A T M Orchard Investments

    Millom
    Call for a free consultation to discuss any type of financial decision, anything from mortgages to investments.
    23
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Flying Colours

    Lancaster
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11378
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Lancaster
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers.
    1892
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Lancaster
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers.
    1893
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Thurnham
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11378
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Staveley in cartmel
    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.
    15939
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Financial Partnership Limited

    Pilling
    Acumen Financial Partnership Ltd are a firm of Independent Financial Advisers and we look to provide a value driven, holistic service to our clients centred around pension and investment planning.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Pilling
    I specialise in open and honest advice. Ensuring your needs are the most important detail.
    45
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Thornton cleveleys
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11378
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chameleon Financial Planning

    Thornton cleveleys
    As lifetime financial planners, we look to build trusted, long-term relationships to help you fulfil your lifetime goals, secure your financial future and protect all that is important to you. We pride ourselves on delivering an unrivalled service.
    16
    £0+
    9.3
    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.