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

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Total assets
My postcode
First meeting is free

  • Haworths Financial Services Limited

    Silsden
    FCA verified
    Plain speaking advice for all your pension, investment, mortgage and protection needs
    81
    £0+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Holme valley
    FCA verified
    We’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.
    221
    £250k+
    Can help with
    Pensions & retirement

  • PPA Wealth Ltd

    Swillington
    FCA verified
    First meeting is free, no hard sell, fees agreed upfront. The right advice, both now and ongoing.
    39
    £100k+
    Can help with
    Pensions & retirement
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  • Raymond James, Thorpe Park Leeds

    Leeds
    FCA verified
    We are passionate about providing bespoke investment solutions to business people and their families, helping our clients to achieve their long term financial goals with insight and integrity.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • Future Group UK Ltd

    Wakefield
    FCA verified
    We take the mystery out of financial matters and ensure our clients understand what they can do. We make financial planning simple and Jargon free.
    52
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Liversedge
    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.
    10512
    £0+
    Can help with
    Pensions & retirement

  • Slater Financial Ltd

    Brighouse
    FCA verified
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    935
    £100k+
    Can help with
    Pensions & retirement

  • John Carter at True Potential Wealth Management

    Halifax
    FCA verified
    We understand that all needs are different and are comfortable helping people navigate through the important areas of their lives.
    20
    £100k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Leeds
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Leeds, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
    5282
    £100k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Bradford
    FCA verified
    We 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
    1630
    £50k+
    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.