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

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  • Prism Financial Advice Ltd

    Kendal
    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
    1453
    £50k+
    Can help with
    Pensions & retirement
  • Hoxton Capital Management

    Kendal
    FCA verified
    Founded in 2018, the Hoxton Capital Management Group endeavours to provide the highest possible service to clients across the globe.
    25
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Kendal
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16381
    £100k+
    Can help with
    Pensions & retirement
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  • Edward Bond Associates

    Kendal
    FCA verified
    Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    3245
    £50k+
    Can help with
    Pensions & retirement
  • Azets Wealth Management

    Nether staveley
    FCA verified
    We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
    210
    £50k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Preston richard
    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
    1453
    £50k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management LLP

    Preston richard
    FCA verified
    Are you looking for expert guidance and advice when it comes to pensions and investments? Do you think it may be beneficial to speak to a professional adviser with no obligation and at no cost to you? If you do, please consider using our services.
    173
    £50k+
    Can help with
    Pensions & retirement
  • 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.
    26018
    £100k+
    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.
    55
    £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
    1453
    £50k+
    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.