Top 10 Independent (IFAs) & Restricted Financial Advisers in Castle Sowerby

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  • Fairstone Group

    Carlisle
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11742
    £0+
    Can help with
    Pensions & retirement

  • Continuum (Financial Services) LLP

    Carlisle
    FCA verified
    23
    £0+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Carlisle
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    2248
    £50k+
    Can help with
    Pensions & retirement
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  • Prism Financial Advice Ltd

    Penrith
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    2248
    £50k+
    Can help with
    Pensions & retirement

  • Annandale Financial Services LLP

    Carlisle
    FCA verified
    10
    £0+
    Can help with
    Pensions & retirement

  • 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.
    4818
    £0+
    Can help with
    Pensions & retirement

  • Professional Financial Centre (Cumbria) Limited

    Penrith
    FCA verified
    A Chartered firm offering a tailored service in Investment Management, Retirement and Tax & Estate Planning for Individuals & Businesses
    19
    £500k+
    Can help with
    Pensions & retirement

  • Old Royle Wealth Management Ltd

    Wetheral
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    1867
    £100k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (Cumbria & Scotland)

    Penrith
    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.
    210
    £250k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Wetheral
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11742
    £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.

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.