Top 10 Independent (IFAs) & Restricted Financial Advisers in South Yorkshire

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  • Kellands Chartered Financial Planners

    Sheffield
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    28
    £250k+
    Can help with
    Pensions & retirement

  • Mark Lightfoot

    Doncaster
    FCA verified
    Retirement and Pension Specialist, Chartered Financial Planner, Doncaster, Sheffield & Rotherham based, over 23-years experience. Call today for a free consultation or informal chat.
    116
    £50k+
    Can help with
    Pensions & retirement

  • Arcus Wealth - Jonathan Sharp

    Sheffield
    FCA verified
    We are a fully independent, regulated and authorised by the Financial Conduct Authority. By not being tied to one particular provider, we have the freedom to make recommendations based on what’s right for your situation and provide the best outcome.
    191
    £50k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    Doncaster
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10590
    £0+
    Can help with
    Pensions & retirement

  • Kirrage Williams Limited

    Rotherham
    FCA verified
    We can help you plan for your financial future. We offer a detailed financial review and will help you determine the most appropriate outcome for the decisions that you face.
    358
    £50k+
    Can help with
    Pensions & retirement

  • James Tomlinson - True Potential Wealth Management LLP

    Sheffield
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money. We have over 7500 reviews on Trust Pilot rated as Excellent.
    48
    £0+
    Can help with
    Pensions & retirement

  • Regent Street Advisers

    Barnsley
    FCA verified
    Quality advice on Pension, Investment, Equity Release and Protection needs given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 15/02/2024
    61
    £0+
    Can help with
    Pensions & retirement

  • Regent Street Advisers - Richard Hattersley

    Barnsley
    FCA verified
    We advise on Pensions, Investments, Mortgages and Protection needs in a Professional and easy to understand way.
    26
    £0+
    Can help with
    Pensions & retirement

  • Westcourt Financial Services Limited

    Sheffield
    FCA verified
    A professional service with utmost honesty, integrity and confidentiality tailored to your individual needs and requirements.
    25
    £0+
    Can help with
    Pensions & retirement

  • Leo Alexander Wealth & Financial Management

    Sheffield
    FCA verified
    We provide completely Independent Advice. Leo Alexander are also one of the very few companies to be fully qualified and authorised by the FCA to Manage Investments, not just advise on them. We always aim to provide the very best we can to our clients.
    44
    £0+
    Can help with
    Pensions & retirement

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.