Top 10 Independent (IFAs) & Restricted Financial Advisers in Kirkby Lonsdale

I need advice on
Total assets
My postcode
First meeting is free
  • 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
    2049
    £50k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Bentham
    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
    2049
    £50k+
    Can help with
    Pensions & retirement
  • Hymans Robertson Personal Wealth

    Clapham and newby
    FCA verified
    69
    £100k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Chameleon Financial Planning

    Kendal
    FCA verified
    As lifetime financial planners, we look to build trusted, long-term relationships to help you fulfil your lifetime goals, secure your financial future and protect all that is important to you. We pride ourselves on delivering an unrivalled service.
    190
    £0+
    Can help with
    Pensions & retirement
  • Hymans Robertson Personal Wealth

    Kendal
    FCA verified
    69
    £100k+
    Can help with
    Pensions & retirement
  • 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
    2049
    £50k+
    Can help with
    Pensions & retirement
  • Rachel Selby at True Potential Wealth Management LLP

    Helsington
    FCA verified
    I specialise in investments, pensions and tax planning, including Defined Benefit advice. In my 16 years experience I know that "one plan does not suit all" so I prioritise bespoke financial planning tailored to your individual goals and needs.
    24
    £150k+
    Can help with
    Pensions & retirement
  • Pilling & Co

    Kendal
    FCA verified
    Pilling & Co is proud to have offered skilled Stockbroking and Portfolio Management Services for over a century. Our head office is named after our founder, Henry Pilling, who launched the firm in 1893.
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • Pursuit Financial Planning

    Kendal
    FCA verified
    We will listen to your hopes and concerns, and if we can help you, we will let you know, and you can decide what is best for you. Our advisors are qualified up to Chartered Fellow status, the highest UK qualification. Please see our VouchedFor reviews.
    16
    £50k+
    Can help with
    Pensions & retirement
  • Azets Wealth Management

    Grange over sands
    FCA verified
    We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
    229
    £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.