Top 20 Independent Financial Advisers in Satterthwaite

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  • 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.
    16619
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rachel Lenagh at True Potential Wealth Management LLP

    Haverthwaite
    I specialise in investments, pensions and tax planning, including Defined Benefit advice. In my 14 years experience I know that "one plan does not suit all" so I prioritise bespoke financial planning tailored to your individual goals and needs.
    < 10
    £150k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gareth Nicholson - True Potential

    Over staveley
    I believe passionately in providing my clients with well thought out but straight forward financial advice. This is available on a face to face or video call basis.
    41
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • 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.
    20
    £500k+
    9.0
    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
  • Poole Townsend

    Ulverston
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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
  • Flying Colours

    Kendal
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11926
    £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.
    924
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Ulverston
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11926
    £50k+
    7.0
    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.
    23
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Flying Colours

    Barrow in furness
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11926
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Barrow in furness
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11926
    £50k+
    7.0
    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.
    < 10
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Azets Wealth Management

    Kirkby lonsdale
    We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
    152
    £50k+
    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
    468
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gareth Nicholson - True Potential

    Morecambe
    I believe passionately in providing my clients with well thought out but straight forward financial advice. This is available on a face to face or video call basis.
    41
    £50k+
    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.
    2010
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Markland Hill Wealth

    Quernmore
    𝗔𝗹𝗹 𝗬𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗜𝗻 𝗢𝗻𝗲 𝗣𝗹𝗮𝗰𝗲
    21
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Thurnham
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11926
    £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.