Top 20 Independent Financial Advisers in Kendal

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  • AFH Wealth Management LTD

    Kendal
    I have particular expertise in Retirement Planning, Inheritance Tax Solutions, long term Investments and provide regular on-going reviews.
    76
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Poole Townsend

    Kendal
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advice Matters Financial Planning

    Kendal
    An independent, Chartered and Certified financial planner, advising business owners and those approaching retirement across the Lake District and beyond.
    16
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Kendal
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    29
    £50k+
    9.6
    Can help with Advice areas
    & specialisation
    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.

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