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

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  • Edward Bond Associates

    Millom
    FCA verified
    Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    3431
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Glassonby
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10087
    £0+
    Can help with
    Pensions & retirement
  • Graeme Fernie - True Potential Wealth Management

    Shap
    FCA verified
    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.
    91
    £150k+
    Can help with
    Pensions & retirement
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  • Prism Financial Advice Ltd

    Ulverston
    FCA verified
    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
    1485
    £50k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Lakes
    FCA verified
    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
    1485
    £50k+
    Can help with
    Pensions & retirement
  • Azets Wealth Management

    Grange over sands
    FCA verified
    We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
    213
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Staveley in cartmel
    FCA verified
    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.
    26321
    £100k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Carlisle
    FCA verified
    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
    1485
    £50k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Grange over sands
    FCA verified
    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
    1485
    £50k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management LLP

    Preston richard
    FCA verified
    Are you looking for expert guidance and advice when it comes to pensions and investments? Do you think it may be beneficial to speak to a professional adviser with no obligation and at no cost to you? If you do, please consider using our services.
    174
    £50k+
    Can help with
    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.