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

Find the best FCA regulated financial advisers in Barbon. Get expert help near you with pensions, investments, retirement planning and more
Barbon, South Lakeland, Cumbria, North West England
Saltus Partners LLP

Saltus Partners LLP

New malden
FCA verified
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
965
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Guildford
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14497
Minimum
wealth
£0+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Havant
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14497
Minimum
wealth
£0+
Can help with
Pensions & retirement
Douglas Steers & Company

Douglas Steers & Company

Woolmer green
FCA verified
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
9686
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Douglas Steers & Company

Douglas Steers & Company

Lowestoft
FCA verified
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
9686
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Eastbourne
FCA verified
"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
740
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Hallett Wealth Management

Hallett Wealth Management

Hassocks
FCA verified
I have worked in investment management for over 30 years and since I joined SJP have very much enjoyed helping my Clients by understanding what's important to them and delivering practical solutions for the financial issues that concern them the most.
Clients
helped
< 10
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Douglas Steers & Company

Douglas Steers & Company

Broughton
FCA verified
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
9686
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Ashmax Associates

Ashmax Associates

Ticehurst
FCA verified
Live For Today Plan For Tomorrow As Independent Financial Advisers we have access to all the market has to offer. This allows us to provide you with a bespoke service that is tailored to suit your personal goals and ambitions.
Clients
helped
137
Minimum
wealth
£0+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Brewood and coven
FCA verified
"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
740
Minimum
wealth
£500k+
Can help with
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.

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