Top 10 Independent (IFAs) & Restricted Financial Advisers in Askham
Rachel Selby at True Potential Wealth Management LLP
Yanwath and eamont bridgeI 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 RestrictedQuilter Cheviot Financial Planning (Cumbria & Scotland)
PenrithWe’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.
Clients
helped236Minimum
wealth£250k+Pensions & retirementD+2Initial consultation free FCA verified RestrictedPrism Financial Advice Ltd
PenrithWe 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 IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.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 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
helped2567Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentGraeme Fernie - True Potential Wealth Management
ShapI 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.
Clients
helped142Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedGareth Nicholson - True Potential
LakesI 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
helped72Minimum
wealth£50k+Pensions & retirementInitial 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
helped72Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedPrism Financial Advice Ltd
WetheralWe 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 IndependentGareth Nicholson - True Potential
WetheralI 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
helped72Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Restricted
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.