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

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

Annandale Financial Services LLP

Carlisle

FCA verified

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

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Chris Pickering at Continuum Financial Services LLP

Carlisle

FCA verified

I'm 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 we aim to make this process clear and less complicated.

Clients
helped

121

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Carlisle

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 enquiry View profile

Fairstone Group

Carlisle

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

Titan Wealth Planning Limited

Carlisle

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 enquiry View profile

Titan Wealth Planning Limited

Carlisle

FCA verified

Clients
helped

3357

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Continuum (Financial Services) LLP

Carlisle

FCA verified

Am highly 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 we aim to make this process clearer and less complicated.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Retirement Solutions (UK) Ltd

Carlisle

FCA verified

We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.

Clients
helped

5951

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

McPherson Wealth Ltd

Dumfries

FCA verified

We’re qualified and experienced in financial planning, advising on a range of carefully selected products from Prudential and other carefully selected providers. This is known as a restriced advice service.

Clients
helped

138

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Dumfries

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1727

Minimum
wealth

£150k+

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.