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

I need advice on
Total assets
My postcode
First meeting is free

  • Annandale Financial Services LLP

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

  • Prism Financial Advice Ltd

    Brougham
    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
    2259
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Wetheral
    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
    2259
    £50k+
    Can help with
    Pensions & retirement
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  • Continuum (Financial Services) LLP

    Carlisle
    FCA verified
    23
    £0+
    Can help with
    Pensions & retirement

  • A T M Orchard Investments

    Millom
    FCA verified
    Call for a free consultation to discuss any type of financial decision, anything from mortgages to investments.
    26
    £0+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Whitehaven
    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
    2259
    £50k+
    Can help with
    Pensions & retirement

  • Professional Financial Centre (Cumbria) Limited

    Penrith
    FCA verified
    A Chartered firm offering a tailored service in Investment Management, Retirement and Tax & Estate Planning for Individuals & Businesses
    19
    £500k+
    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

    Cockermouth
    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

  • Fairstone Group

    Wetheral
    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.
    11758
    £0+
    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.