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

Find the best FCA regulated financial advisers in Askham. Get expert help near you with pensions, investments, retirement planning and more
Askham, Westmorland And Furness
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Penrith
FCA verified
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
3357
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Professional Financial Centre (Cumbria) Limited

Professional Financial Centre (Cumbria) Limited

Penrith
FCA verified
A Chartered firm offering a tailored service in Investment Management, Retirement and Tax & Estate Planning for Individuals & Businesses
Clients
helped
19
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Brougham
FCA verified
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
3357
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Graeme Fernie - True Potential Wealth Management

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.
Clients
helped
188
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
Quilter Cheviot Financial Planning (Cumbria & Scotland)

Quilter Cheviot Financial Planning (Cumbria & Scotland)

Lakes
FCA verified
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
299
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
Gareth Nicholson - True Potential

Gareth Nicholson - True Potential

Lakes
FCA verified
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
89
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Chris Pickering at Continuum Financial Services LLP

Chris Pickering at Continuum Financial Services LLP

Lakes
FCA verified
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
121
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
John Peacock at True Potential Wealth Management

John Peacock at True Potential Wealth Management

Lakes
FCA verified
Free no obligation financial planning meeting to look at your existing contracts or create new financial plans.
Clients
helped
110
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Gareth Nicholson - True Potential

Gareth Nicholson - True Potential

Over staveley
FCA verified
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
89
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Quilter Cheviot Financial Planning (Cumbria & Scotland)

Quilter Cheviot Financial Planning (Cumbria & Scotland)

Carlisle
FCA verified
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
299
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
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.