Top 10 Independent (IFAs) & Restricted Financial Advisers in Carnforth
Laura Duncan with Continuum Financial Services LLP
Slyne and hest5 ⭐ Star Rated Adviser as feat in The Times newspaper. I offer personalised solutions tailored to all needs. Secure your financial future with expert advice on savings & investments, mortgages, protection, pensions, financial planning, & estate planning.
Clients
helped17Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentLaura Duncan with Continuum Financial Services LLP
Slyne and hest5 ⭐ Star Rated Adviser as feat in The Times newspaper. I offer personalised solutions tailored to all needs. Secure your financial future with expert advice on savings & investments, mortgages, protection, pensions, financial planning, & estate planning.
Clients
helped17Minimum
wealth£0+Pensions & retirementInitial 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
helped671Minimum
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.Chris Pickering at Continuum Financial Services LLP
LancasterI'm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clear and less complicated.
Clients
helped14Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentThe 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
helped32728Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentPrism Financial Advice Ltd
Grange over sandsWe 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
helped2643Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentAzets Wealth Management
Grange over sandsWe deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
Clients
helped250Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentPrism Financial Advice Ltd
MorecambeWe 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
helped2643Minimum
wealth£50k+Pensions & retirementDR+12Initial 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
helped64Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedLaura Duncan with Continuum Financial Services LLP
Morecambe5 ⭐ Star Rated Adviser as feat in The Times newspaper. I offer personalised solutions tailored to all needs. Secure your financial future with expert advice on savings & investments, mortgages, protection, pensions, financial planning, & estate planning.
Clients
helped17Minimum
wealth£0+Pensions & retirementInitial 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.