Top 20 Independent Financial Advisers in Dunnerdalewithseathwaite

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  • Advanced Asset Consultants Ltd

    Helensburgh
    Chartered Financial Planning practice providing Solutions for every statge of your financial life,delivering a first class service from a firm that truly puts clients at the centre of everything we do.
    64
    £500k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Budge & Company Limited

    Harrogate
    Our dedicated team will be happy to discuss ways to meet your individual needs, ensuring your long term financial security
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clayden Associates Ltd

    Buckfastleigh
    At Clayden Associates, we specialise in helping people like you to get the best out of their finances.
    23
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • N2 Asset Management Limited

    Weybridge
    We are an independent boutique firm providing expert wealth planning and advice. We get inspired by our clients, their values, their vision, and their focus. Our purpose is to make a difference, one client at a time.
    15
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    London
    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.
    11764
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Northwich
    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 and Protection.
    1323
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Wickford
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8888
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Glasgow
    We are financially secure with >£17.6bn assets under management. Our aim is to help clients to understand and plan a Unbiased advice, delivered face to face.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Shaun Hiscox - Penguin Wealth

    Cwmbran central
    We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
    182
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    North hykeham
    Retirement and Pension Specialist, Chartered Financial Planner, locally based from Greetwell Road offices, over 21-years experience. Call today for a free consultation or informal chat.
    19
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Paul Burnell - True Potential Wealth Management

    Newbury
    Free Initial Conversations on Pensions, Investments, Mortgages and Insurances
    10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • EJS Financial Planners Ltd

    High wycombe
    The combination of expertise, knowledge and passion in our team makes a real difference to our clients' financial outcomes.
    35
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Saffron walden
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5202
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Redhill
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    160
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Five Financial Wealth Management

    Alton
    At Five Financial Wealth Management we understand that your financial objectives are as individual as you are. We want to help you achieve your financial goals and plan for your future. We are independent and look to save you time and money.
    96
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    London
    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.
    11760
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peppermint Financial Solutions Ltd

    Weybridge
    We guide you in your financial journey so you can achieve the things in life that are important to you.
    56
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Epsom
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    84
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Perfect Protect Ltd

    London
    96
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • CBK Wales

    Cockett
    We are a client centered practice where the whole team provides the independent service our clients expect and deserve
    181
    £100k+
    7.0
    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.