Top 20 Independent Financial Advisers in Witherslack

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

    Dronfield
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • bdhSterling Ltd

    Epsom
    Financial Planners committed to helping people make good decisions and achieve their financial and lifestyle goals. bdhSterling provides value to their clients by enabling them to live the future life they want through holistic lifelong professional financial planning to support their goals, lifestyle and legacy. An established Epsom based financial advisory business with over a decade’s experience the firm is staffed by dedicated and helpful financial planners and a support team of over 30 professionals.
    308
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Derby
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    134
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brilliance Financial Planning

    St albans
    We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat
    281
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Stratford upon avon
    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.
    11829
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carrick Global Wealth Limited

    London
    12
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Stockport
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    876
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Moneyweb Limited

    Scarborough
    We are independent financial advisers, which means our duty is solely to you – our client.
    135
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sword Wealth Management Ltd

    Trowbridge
    I offer a high quality, customer-driven service with open, honest advice.
    67
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Raj Sahins - Quilter Financial Advisers

    Leicester
    I am a Financial Planning Consultant authorised by Quilter Financial Advisers Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. We offer financial planning for both corporate and private clients covering the full spectrum of financial services products. I have worked within the financial services profession since 1999 with the Co-operative Insurance Society (CIS), and Co-operative Bank. I have built up a wealth of experience by working as a Financial Adviser, Sales and Area Manager and a Bancassurance Area/Regional Manager with CIS and the Co-op Bank, and now as a self employed Financial Planning Consultant with Quilter Financial Advisers.
    27
    £50k+
    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.
  • The Pension Planner

    York
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in York, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3600
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Exeter
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5228
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Glasgow
    We're experts, we care, we're here so you can protect the life you love.
    150
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Paul Brown -True Potential Wealth Management

    Gelligaer
    Working together so that you feel better informed, confident and empowered for your financial future
    97
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Yorkshire Independent Financial Advisers

    York
    Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
    16
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PSA Financial Services - Glen Coleman

    Grafham
    My true passion comes from building lasting relationships with individuals and helping them achieve their long-term financial goals through pension, investment, and retirement planning.
    41
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Thorpe st andrew
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Solihull
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cobens Wealth Management

    Mountsorrel
    Providing personal service to our clients is at the core of everything we do.
    108
    £0+
    7.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Enhance Financial Planning

    Lichfield
    We Protect and Enhance wealth with clear, straightforward independent financial advice. Our approach is simple. We listen to you.
    45
    £50k+
    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.