Top 20 Independent Financial Advisers in Aldingham

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  • Fairstone Financial Management Ltd

    Barrow in furness
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5457
    £0+
    9.4
    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.
    New adviser
    £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
  • 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
    247
    £0+
    9.3
    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.
    22
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • T I C Financial Services (Uk) Limited

    Lancaster
    Passionate about building long term relationships with our clients and delivering first class customer service.
    12
    £0+
    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. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    1369
    £0+
    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. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    1369
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Flying Colours

    Lancaster
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9286
    £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.
    12494
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Financial Partnership Limited

    Pilling
    Private and business financial planning with our clients at the heart of everything - managing money with thought and care.
    < 10
    £0+
    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.
    37
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Berry Financial Planning Ltd

    Blackpool
    The Fylde Coast’s No.1 Retirement Planning specialist, according to Freeindex on-line business directory, helping clients maximise their pension income.
    81
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Poulton le fylde
    Chartered Financial Planner providing local, friendly, impartial, Independent Financial Advice to help Individual and Corporate clients achieve their financial goals.
    12
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Becketts FS Ltd

    Poulton le fylde
    🎗2021 North West Advisor Firm of the Year 🎗2020 The Times Vouched For Top 100 Firm 🎗2020 NMA Top 100 Firm 🎗2020 LW Financial Planning Firm Of The Year Becketts FS is a multi-award winning Chartered Financial Planning Practice based on the Fylde Coast
    32
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Barrow Financial Services Ltd

    Garstang
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    60
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Blackpool
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    1369
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adcas Financial Management Ltd

    Blackpool
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages

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.