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

Find the best FCA regulated financial advisers in Cockerham. Get expert help near you with pensions, investments, retirement planning and more
Cockerham, Lancaster, Lancashire
SFL Wealth Management

SFL Wealth Management

Ellel
FCA verified
Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
884
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Continuum Financial  Services

Continuum Financial Services

Ellel
FCA verified
Am 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 I aim to make this process clearer and less complicated.
Clients
helped
149
Minimum
wealth
£0+
Can help with
Pensions & retirement
Fox Lifestyle Financial Planning Ltd

Fox Lifestyle Financial Planning Ltd

Garstang
FCA verified
We are a time served, evidence backed financial advice business specialising in delivering on our client objectives across all areas from planning for retirement through to providing oversight on client money and investments.
Clients
helped
106
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Barrow Financial Services Ltd

Barrow Financial Services Ltd

Garstang
FCA verified
For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
Clients
helped
78
Minimum
wealth
£50k+
Can help with
Pensions & retirement
SFL Wealth Management

SFL Wealth Management

Garstang
FCA verified
Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
884
Minimum
wealth
£50k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Garstang
FCA verified
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
38294
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Garstang
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
765
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Laura Duncan with Continuum Financial Services LLP

Laura Duncan with Continuum Financial Services LLP

Barnacre and bonds
FCA verified
⭐️ Winner: Financial Adviser of the Year 2025 ⭐️ I offer 5 Star rated personalised solutions tailored to all needs. Secure your financial future with expert advice on investments, mortgages, protection, pensions, financial planning, & estate planning.
Clients
helped
80
Minimum
wealth
£0+
Can help with
Pensions & retirement
Titan Wealth International

Titan Wealth International

Catterall
FCA verified
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
737
Minimum
wealth
£150k+
Can help with
Pensions & retirement
My Pension Expert

My Pension Expert

Catterall
FCA verified
We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped
653
Minimum
wealth
£0+
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.

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