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Top 10 Independent (IFAs) & Restricted Financial Advisers in Cumbria

Find the best FCA regulated financial advisers in Cumbria. Get expert help near you with pensions, investments, retirement planning and more
Cumbria
Fairstone Group

Fairstone Group

Carlisle
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15306
Minimum
wealth
£0+
Meet the team
Adrian Leslie
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Gareth Nicholson - True Potential

Gareth Nicholson - True Potential

Lakes
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
90
Minimum
wealth
£50k+
Meet the team
Gareth Nicholson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mortgages
The Private Office

The Private Office

Staveley in cartmel
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
40100
Minimum
wealth
£150k+
Meet the team
George Hicks
Daniel Lea
Robert Morse
Tony Padgett
Daniel Schofield
+20
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Gareth Nicholson - True Potential

Gareth Nicholson - True Potential

Wetheral
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
90
Minimum
wealth
£50k+
Meet the team
Gareth Nicholson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mortgages
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Penrith
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3637
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
TheWealthPoint

TheWealthPoint

Kendal
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3257
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Graeme Fernie - True Potential Wealth Management

Graeme Fernie - True Potential Wealth Management

Shap
Initial consultation free
FCA verified
Restricted
I am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon.
Clients
helped
199
Minimum
wealth
£250k+
Meet the team
Graeme Fernie
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Ulverston
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3637
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Preston richard
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3637
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Quilter Cheviot Financial Planning (Cumbria & Scotland)

Quilter Cheviot Financial Planning (Cumbria & Scotland)

Carlisle
Initial consultation free
FCA verified
Restricted
We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped
309
Minimum
wealth
£250k+
Meet the team
Neil Keith Winstanley
David Hartness
Darren Service
Philip Dhillon
Oliver Smith
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Cumbria