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

Find the best FCA regulated financial advisers in Thornton In Lonsdale. Get expert help near you with pensions, investments, retirement planning and more
Thornton In Lonsdale, North Yorkshire
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Bentham
Initial consultation free
FCA verified
Independent
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
Clients
helped
3565
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
M&G Advice

M&G Advice

Yealand conyers
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2248
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Preston richard
Initial consultation free
FCA verified
Independent
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
Clients
helped
3565
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Pursuit Financial Planning

Pursuit Financial Planning

Halton and aughton
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
153
Minimum
wealth
£0+
Meet the team
Paul McGregor
Kimberley Warburton
Ben Urlotti
Michael Chrystal
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Laura Duncan with Continuum Financial Services LLP

Laura Duncan with Continuum Financial Services LLP

Slyne and hest
Initial consultation free
FCA verified
Independent
⭐️ Winner: Financial Adviser of the Year 2025 ⭐️ Award-winning Independent Financial Adviser offering 5-Star rated personalised advice on investments, pensions, mortgages, protection, financial planning & estate planning for professionals.
Clients
helped
92
Minimum
wealth
£0+
Meet the team
Laura Duncan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
TheWealthPoint

TheWealthPoint

Lancaster
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3176
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Lancaster
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39669
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
TheWealthPoint

TheWealthPoint

Kendal
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3176
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Chameleon Financial Planning

Chameleon Financial Planning

Kendal
Initial consultation free
FCA verified
Independent
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.
Clients
helped
278
Minimum
wealth
£100k+
Meet the team
Michael Lovell
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Kendal
Initial consultation free
FCA verified
Independent
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
Clients
helped
3565
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Thornton In Lonsdale