Top 20 Independent Financial Advisers in Kendal

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Advice Matters Financial Planning

    Kendal
    An independent, Chartered and Certified financial planner, advising business owners and those approaching retirement across the Lake District and beyond.
    17
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pegasus Portfolio Planning L L P

    Kendal
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Financial Management Bureau Limited

    Helsington
    Financial Management Bureau, established in 1987, is a family run financial planning firm based in South Lakeland.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • B & M Harrison Limited

    Kendal
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • John Tamblin Financial Services LTD

    Kendal
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lamont Pridmore Asset & Wealth Management Ltd

    Kendal
    Lamont Pridmore is a multi-award winning family firm of chartered accountants, tax and financial advisers based throughout the North West.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Kendal
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    30
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Poole Townsend

    Kendal
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Robert Meacock & Company

    Kendal
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Investments
  • Burton and Fisher Financial Services

    Kendal
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • AFH Wealth Management LTD

    Kendal
    I have particular expertise in Retirement Planning, Inheritance Tax Solutions, long term Investments and provide regular on-going reviews.
    77
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Tait Walker Wealth Management

    Over staveley
    You can be assured of receiving honest impartial advice that is suited to your own goals.
    17
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Tait Walker Wealth Management

    Over staveley
    We believe passionately in providing local independent financial advice on a face to face basis.
    40
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Orchard Financial Planning Ltd.

    Preston richard
    Our goal is to engender a long term working relationship, adding financial value in all that we do for you.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Windermere
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Ethical Investment Co-Operative Limited

    Windermere
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Helm Godfrey

    Windermere
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chase Asset Management

    Milnthorpe
    We communicate in simple english and stray away from using financial jargon
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Orchard Financial Planning Ltd.

    Burton in kendal
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Joanne Moore & Partners Ltd

    Staveley in cartmel
    < 10
    £0+
    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.