Top 10 Independent (IFAs) & Restricted Financial Advisers in Over Wyresdale

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

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

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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

877

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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Fairstone Group

Longridge

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

Start enquiry View profile

SFL Wealth Management

Lancaster

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

877

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Lancaster

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

The Private Office

Lancaster

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

38122

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Pursuit Financial Planning

Halton and aughton

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 enquiry View profile

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

104

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

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

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

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

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.