Filter

Clear All

Trending articles

Partner's ads

Financial Advisors in Cumbria

List of financial advisors & consultants in Cumbria. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Thomson Hayton Winkley

Thomson Hayton Winkley

Kendal, Cumbria, North West England, LA9 4QA

We are a firm of Independent Financial Planners providing advice for over fifteen years to clients of the legal side of THW and also to clients approaching us directly. Our highly skilled and experienced advisers find effective ways to meet your financial needs from pensions and investments to protection and tax. Working together we create a secure financial future for you and your family. less

Financial Management Bureau

Financial Management Bureau

Kendal, Cumbria, North West England, LA8 8AA

Did you know FMB have £250 million of client assets under management? With over 30 staff, we're big enough to provide a comprehensive service but still small enough to get to know you personally. We listen to your story and plan a route, we use our technical know-how and experience to set a course of action to achieve your goals, but it doesn't stop there. We're with you every step of the way. We constantly monitor, review and update your plan. less

Pegasus

Pegasus

Kendal, Cumbria, North West England, LA9 4HE

Established since 1985 our firm offers an impartial and personalised approach to Independent Financial Advice. As independent financial advisors we are not owned, affiliated with or tied to any financial services product provider which ensures we are able to provide you with fully independent and unbiased financial advice. less

Prosper I F A

Prosper I F A

Workington, Cumbria, North West England, CA14 4HL

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large windfall, you need to provide yourself with a secure income for the rest of your life. A well prepared pension plan which is regularly reviewed should go some way to providing this. less

Independent Investment Associates

Independent Investment Associates

Grange over Sands, Cumbria, North West England, LA11 7EY

Independent Investment Associates Limited (IIA) is a leading independent chartered financial planning firm offering high quality unbiased financial planning advice to individuals and trustees. Welcome to our website, which explains about our services, the firm, our staff and our approach to financial planning. Financial planning involves establishing your goals and working out what you want from life and how to plan your finances accordingly. less

David Hopkinson IFA

David Hopkinson IFA

Wigton, Cumbria, North West England, CA7 5ET

We provide reliable and cost effective financial planning solutions from highly qualified and experienced financial advisers. The emphasis is on long-term client relationships, not one-off transactions. Clients can expect to have their affairs reviewed periodically to ensure their financial plans continue to be appropriate. less

Alpha Financial Advice

Alpha Financial Advice

Carlisle, Cumbria, North West England, CA1 2BS

Dave has been in Financial Services for 14 years the last 7 as an Independent Financial Adviser. Previous to this he was in Home Services for a major life office. Paul has been in Financial Services for 23 years the last 7 as an independent financial adviser. Previous to this he was employed in home services for a major life office. less

Face To Face

Face To Face

Barrow in Furness, Cumbria, North West England, LA14 1SF

Face to Face Financial Services Ltd is authorised and regulated by the Financial Services Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. less

Cumbria Asset Finance

Cumbria Asset Finance

Penrith, Cumbria, North West England, CA10 2DE

Cumbria Asset Finance are specialists in financing cars, vans, commercial vehicles, plant and machinery for business and corporate customers. Director Alan Kelly has over 30 years experience in Business and Industrial Finance. We have established connections with a select number of leading finance houses and banks who offer their keenest Hire Purchase and Leasing terms in return for our quality business. Our growing client base of regular customers bear testimony to the service we have to offer. less

Armstrong Watson

Armstrong Watson

Carlisle, Cumbria, North West England, CA1 2RW

Focused enough to provide a truly tailored service; large and experienced enough to work alongside any size of business. We take the time and make the effort to ensure we understand your values and goals perfectly. In the new world of business, Armstrong Watson represents a partnership that goes so much further than accountancy and financial planning. less

Awics

Awics

Appleby in Westmorland, Cumbria, North West England, CA16 6XN

AWICS is a management consultancy and training company. We specialise in providing support in finance and management to clients who provide public services, principally in local government andhousing. Our mission statement is Independence, Integrity, Value. We provide services from an independent standpoint that are designed to help the client to achieve their objectives. We are passionate about working with the utmost integrity. less

Can't find your business?

Adding a business to FinancialExpertAdvisors.co.uk is free.
Add business

Frequently Asked Questions and Answers

  1. Click here to navigate to the Login page.
  2. If you haven't yet registered, click here to navigate to the Registration page.
  3. Fill all required fields.
  4. After you have logged in, click on "Add Business.
  5. After you have clicked on "Add Business", you will be redirected to another page.
  6. You can now fill in the details for this Business.
  7. Click on the "Create" button.
  8. Your listing will now be "pending approval".
  9. One of our Administrators will review your listing and decide whether to Approve or Reject it.
We provide the following types of registration: subscription £9.95/per year, £35.95 one-time fee and free registration.
Free listings show up after all Premium listings. You can place your logo, images in the gallery, services, products - but without any links included. You will not be able to receive quotes from our visitors.
  1. Priority listing positioning for city, county, in the search results, and our home page.
  2. A website link on the listing page.
  3. Can add services with links included.
  4. Have access to all submitted free quotes from our visitors.
  1. Increase leads that you can follow up and generate sales from.
  2. Increase your online presence which, these days, is an indispensable commodity.
  3. Allow the thousands of potential customers who use the directory each month to find you.

Most of the usual clients of a financial advisor in Cumbria would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Cumbria to help us get on the right pat. However, nowadays the clientele of a financial advisor in Cumbria is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Cumbria. A financial advisor in Cumbria is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Cumbria is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Cumbria.

Tip from a Financial Advisor in Cumbria: Take Bigger Risks

You are maybe thinking that a financial advisor in Cumbria in their right state of mind would never advise you on taking risks. However, the good financial advisor in Cumbria knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Cumbria would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Cumbria: Invest in Yourself

Another important tip from a financial advisor in Cumbria you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Cumbria will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Cumbria won’t get tired to tell you.

Tip from a Financial Advisor in Cumbria: Follow Opportunities

Like literary, a good and experienced financial advisor in Cumbria can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Cumbria knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Cumbria would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Cumbria and allow yourself all chances.