Top 10 Independent (IFAs) & Restricted Financial Advisers in Cumbria
Professional Financial Centre (Cumbria) Limited
PenrithA Chartered firm offering a tailored service in Investment Management, Retirement and Tax & Estate Planning for Individuals & Businesses
Clients
helped19Minimum
wealth£500k+Pensions & retirementCInitial consultation free FCA verified IndependentPursuit Financial Planning
Grange over sandsAt Pursuit Financial Planning, we help clients clarify goals and build tailored plans using tax strategies, asset management, and cashflow modeling. Book a free discovery call to see how we can help.
Clients
helped71Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedChameleon Financial Planning
KendalAs 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
helped210Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.M&G Wealth Advice
Barrow in furnessWe 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
helped582Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedGareth Nicholson - True Potential
Over staveleyI 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.
Clients
helped73Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedPursuit Financial Planning
Egton and newlandAt Pursuit Financial Planning, we help clients clarify goals and build tailored plans using tax strategies, asset management, and cashflow modeling. Book a free discovery call to see how we can help.
Clients
helped71Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedPrism Financial Advice Ltd
CockermouthWe 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
Clients
helped2652Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentPrism Financial Advice Ltd
UlverstonWe 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
Clients
helped2652Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentPrism Financial Advice Ltd
CarlisleWe 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
Clients
helped2652Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentPrism Financial Advice Ltd
BroughamWe 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
Clients
helped2652Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified Independent
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.