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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
M&G Advice

M&G Advice

Broughton west
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2239
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Barrow in furness
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
3552
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

Workington
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
3552
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
M&G Advice

M&G Advice

Carlisle
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2239
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Chris Pickering at Continuum Financial Services LLP

Chris Pickering at Continuum Financial Services LLP

Lakes
Initial consultation free
FCA verified
Independent
I'm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clear and less complicated.
Clients
helped
141
Minimum
wealth
£0+
Meet the team
Chris Pickering
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Pursuit Financial Planning

Pursuit Financial Planning

Broughton west
Initial consultation free
FCA verified
Restricted
Pursuit Financial Planning is about being aware of the relationship between what you have and what you want - now and in the future - so you can make the best decisions for peace of mind.
Clients
helped
147
Minimum
wealth
£0+
Meet the team
Paul McGregor
Kimberley Warburton
Ben Urlotti
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Grange over sands
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
3552
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
M&G Advice

M&G Advice

Lakes
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2239
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
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
M&G Advice

M&G Advice

Wetheral
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2239
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Frequently Asked Questions about Financial Advisers in Cumbria