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

Find the best FCA regulated financial advisers in Sedbergh. Get expert help near you with pensions, investments, retirement planning and more.
I need advice on
Total assets
My postcode
First meeting is free
  • Pursuit Financial Planning

    Kendal
    FCA verified
    Pursuit Financial Planning is about being aware of the relationship between what you have and what you want - now and in the future - so you can make the best decisions for peace of mind.
    83
    £0+
    Can help with
    Pensions & retirement
  • Titan Wealth Planning Limited

    Preston richard
    FCA verified
    Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
    3239
    £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.
    257
    £0+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Titan Wealth Planning Limited

    Kendal
    FCA verified
    Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
    3239
    £50k+
    Can help with
    Pensions & retirement
  • Gareth Nicholson - True Potential

    Over staveley
    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.
    88
    £50k+
    Can help with
    Pensions & retirement
  • Titan Wealth Planning Limited

    Bentham
    FCA verified
    Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
    3239
    £50k+
    Can help with
    Pensions & retirement
  • TheWealthPoint

    Carnforth
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2717
    £250k+
    Can help with
    Pensions & retirement
  • SFL Wealth Management

    Carnforth
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    848
    £50k+
    Can help with
    Pensions & retirement
  • Chris Pickering at Continuum Financial Services LLP

    Lakes
    FCA verified
    I'm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clear and less complicated.
    112
    £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.
    88
    £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.