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

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  • Annandale Financial Services LLP

    Dumfries
    FCA verified
    10
    £0+
    Can help with
    Pensions & retirement

  • McPherson Wealth Ltd

    Dumfries
    FCA verified
    We’re qualified and experienced in financial planning, advising on a range of carefully selected products from Prudential and other providers. We’re backed by the strength and credibility of Prudential.
    51
    £0+
    Can help with
    Pensions & retirement

  • Annandale Financial Services LLP

    Lockerbie
    FCA verified
    10
    £0+
    Can help with
    Pensions & retirement
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  • Brooks Wealth

    Ellington
    FCA verified
    Holistic advice on all financial matters - Specialists in Financial Planning for the over 50's - <phone number hidden>.
    373
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Maryport
    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
    2188
    £50k+
    Can help with
    Pensions & retirement

  • Annandale Financial Services LLP

    Carlisle
    FCA verified
    10
    £0+
    Can help with
    Pensions & retirement

  • Richard Cakans at Quilter Financial Advisers

    Carlisle
    FCA verified
    Local, Face to Face or telephone. Affordable, Expert Financial Advice, I am a pension transfer specialist which means I am qualified to give advice on final salary & defined benefit pension transfers as well personal pensions, investments, life assurance
    96
    £100k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Carlisle
    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
    2188
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Carlisle
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11597
    £0+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Carlisle
    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
    2188
    £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.