Top 10 Independent (IFAs) & Restricted Financial Advisers in Dunnerdale Fells

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  • A T M Orchard Investments

    Millom
    FCA verified
    Call for a free consultation to discuss any type of financial decision, anything from mortgages to investments.
    26
    £0+
    Can help with
    Pensions & retirement

  • Pursuit Financial Planning

    Egton and newland
    FCA verified
    We will listen to what you want to achieve, and if we can help you, we will let you know. You can then decide what is best for you. Our advisors are qualified up to Chartered Fellow status, and our client feedback is available on VouchedFor.
    33
    £0+
    Can help with
    Pensions & retirement

  • AFH Wealth Management LTD

    Ulverston
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1950
    £100k+
    Can help with
    Pensions & retirement
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  • The Private Office

    Staveley in cartmel
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30553
    £100k+
    Can help with
    Pensions & retirement

  • Pursuit Financial Planning

    Barrow in furness
    FCA verified
    We will listen to what you want to achieve, and if we can help you, we will let you know. You can then decide what is best for you. Our advisors are qualified up to Chartered Fellow status, and our client feedback is available on VouchedFor.
    33
    £0+
    Can help with
    Pensions & retirement

  • A T M Orchard Investments

    Barrow in furness
    FCA verified
    Call for a free consultation to discuss any type of financial decision, anything from mortgages to investments.
    26
    £0+
    Can help with
    Pensions & retirement

  • Gareth Nicholson - True Potential

    Lakes
    FCA verified
    I believe passionately in providing my clients with well thought out but straight forward financial advice. This is available on a face to face or video call basis.
    67
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Lakes
    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
    2247
    £50k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North West & Northern Ireland)

    Barrow in furness
    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.
    169
    £250k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (Cumbria & Scotland)

    Lower allithwaite
    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

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.