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

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

Elmfield Financial Planning Limited

Preston

FCA verified

Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.

Clients
helped

613

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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James Tucker - Blacktower Financial Management

Preston

FCA verified

Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions

Clients
helped

Minimum
wealth

£0+

Can help with

Expatriate finances

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Acumen Financial Partnership Limited

Preston

FCA verified

Private and business financial planning with our clients at the heart of everything - managing money with thought and care.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Fox Lifestyle Financial Planning Ltd

Preston

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

104

Minimum
wealth

£500k+

Can help with

Pensions & retirement

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Fairstone Group

Lea

FCA verified

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14503

Minimum
wealth

£0+

Can help with

Pensions & retirement

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Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)

Preston

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

390

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Preston

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

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Barrow Financial Services Ltd

Preston

FCA verified

For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice.

Clients
helped

100

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Humboldt Financial

Preston

FCA verified

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Clients
helped

2448

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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Evelyn Partners

Preston

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

741

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.