Top 20 Independent Financial Advisers in Priest Hutton

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  • MHA Tait Walker Wealth Management

    Kirkby lonsdale
    We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
    115
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • T I C Financial Services (Uk) Limited

    Lancaster
    Passionate about building long term relationships with our clients and delivering first class customer service.
    12
    £0+
    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. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    30
    £0+
    8.7
    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. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    28
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Lancaster
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    42
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Kendal
    I have particular expertise in Retirement Planning, Inheritance Tax Solutions, long term Investments and provide regular on-going reviews.
    78
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Poole Townsend

    Kendal
    < 10
    £0+
    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.
    31
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
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  • Poole Townsend

    Ulverston
    < 10
    £0+
    7.0
    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
  • 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
  • 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
  • Barrow Financial Services Ltd

    Garstang
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    58
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Financial Partnership Limited

    Pilling
    Private and business financial planning with our clients at the heart of everything - managing money with thought and care.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Pilling
    I specialise in open and honest advice. Ensuring your needs are the most important detail.
    27
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Storrs Wealth Planning

    Settle
    I am a Chartered Independent Financial Planner who specializes in Investment, Retirement and Estate Planning advice.
    18
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Haworths Financial Services Limited

    Settle
    Plain speaking advice for all your pension, investment, mortgage and protection needs
    34
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Poole Townsend Solicitors Ltd

    Barrow in furness
    If you need reliable financial advice for planning a comfortable future and nurturing your investments, without the jargon, then we're here to help and guide you through the process.
    < 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.