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

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

  • 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.
    197
    £0+
    Can help with
    Pensions & retirement
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  • Hymans Robertson Personal Wealth

    Kendal
    FCA verified
    92
    £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
    2247
    £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.
    26
    £150k+
    Can help with
    Pensions & retirement

  • Pursuit Financial Planning

    Kendal
    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

  • 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.
    237
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Lancaster
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    432
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Lancaster
    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

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.