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

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

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
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
Pursuit Financial Planning

Pursuit Financial Planning

Kendal
FCA verified
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
118
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Chameleon Financial Planning

Chameleon Financial Planning

Kendal
FCA verified
As lifetime financial planners, we look to build trusted, long-term relationships to help you fulfil your lifetime goals, secure your financial future and protect all that is important to you. We pride ourselves on delivering an unrivalled service.
Clients
helped
264
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Kendal
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
TheWealthPoint

TheWealthPoint

Kendal
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2854
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
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.