Top 10 Independent (IFAs) & Restricted Financial Advisers in Cantsfield
Prism Financial Advice Ltd
BenthamWe 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
helped2567Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentPrism Financial Advice Ltd
Preston richardWe 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
helped2567Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
LancasterAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped637Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.The Private Office
LancasterIndependent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Clients
helped32158Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentRachel Selby at True Potential Wealth Management LLP
HelsingtonI 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.
Clients
helped27Minimum
wealth£150k+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
helped205Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentStorrs Wealth Planning
SettleI am a Chartered Independent Financial Planner who specializes in Investment, Retirement and Estate Planning advice.
Clients
helped28Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentPrism Financial Advice Ltd
KendalWe 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
helped2567Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified Independent- Clients
helped16Minimum
wealth£150k+Pensions & retirementCInitial consultation free FCA verified Independent Hymans Robertson Personal Wealth
KendalGet expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped119Minimum
wealth£100k+Pensions & retirement+7Initial 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.