Top 10 Independent (IFAs) & Restricted Financial Advisers in Great Musgrave

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  • Graeme Fernie - True Potential Wealth Management

    Shap
    FCA verified
    I am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon.
    125
    £150k+
    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
    2188
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Barnard castle
    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
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  • Rachel Selby at True Potential Wealth Management LLP

    Yanwath and eamont bridge
    FCA verified
    I specialise in investments, pensions and tax planning, including Defined Benefit advice. In my 16 years experience I know that "one plan does not suit all" so I prioritise bespoke financial planning tailored to your individual goals and needs.
    26
    £150k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (Cumbria & Scotland)

    Penrith
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    209
    £250k+
    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

  • Prism Financial Advice Ltd

    Penrith
    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

  • Hymans Robertson Personal Wealth

    Kendal
    FCA verified
    84
    £100k+
    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.
    195
    £0+
    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.
    67
    £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.