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Explore Financial Advisers Serving Cumbria

Review the services of 5 financial advisers in Cumbria, including Grange-over-Sands, Kendal and Brampton. Whether you need pension advice, investment planning or ongoing financial guidance, look for relevant professionals and enquire about consultations and fees.
Brampton (1)
Grange-over-Sands (2)
Kendal (2)
5 reviews
Financial Management Bureau
39 Years
5 reviews
We offer 35+ years of combined experience in financial planning
Trusted financial planning services in Cumbria. Specialising in retirement, estate, and wealth management with a client-focused approach since 1987.
Wealth Management Retirement Planning Estate Planning
01539 725855 Call Profile
1 review
Tarn Wealth Management
1 review
We offer personalized financial strategies tailored to your unique goals.
Tarn Wealth Management provides personalized financial planning, investment management, and retirement advice in Cumbria. Partnered with St. James's Place for expert solutions.
Investment Management Retirement Planning Protection Planning
07496 652426 Call Profile
Not rated yet
R D B I F S
Not rated yet
We offer decades of combined experience in financial planning
R D B I F S offers ethical financial planning services in Kendal and Cumbria. Specialising in retirement income, wealth management, and inheritance tax planning with a client-first approach.
Financial Planning Retirement Income Inheritance Tax Planning
015395 61901 Call Profile
Not rated yet
The Independent Asset Management
25 Years
Not rated yet
We offer 75+ years of combined experience in asset management and financial planning.
Trusted independent financial advisers in Grange-over-Sands offering tailored investment management, retirement planning, and inheritance tax solutions for clients across the UK.
Investment Advice Portfolio Management Retirement Planning
015395 38833 Call Profile
Not rated yet
Independent Investment Associates
25 Years
Not rated yet
All senior planners hold Chartered and Certified Financial Planner status
Award-winning Chartered Financial Planners in Grange-over-Sands offering independent investment advice and wealth management services for individuals and trusts.
Investment Planning Retirement Planning Estate Planning
015395 36964 Call Profile