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

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  • Fairstone Group

    Bradford
    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
    10465
    £0+
    Can help with
    Pensions & retirement

  • Matthew Rose at Sandringham Financial Partners

    Batley
    FCA verified
    Helping you achieve your goals is what drives me as a Sandringham Founding Partner.
    46
    £50k+
    Can help with
    Pensions & retirement

  • Live Smart Financial Planning

    Harewood
    FCA verified
    Across our team we have over 50 years of experience in helping people to enjoy a better lifestyle, without fear of running out of money. We passionately believe that the power of Lifestyle Financial Planning can change people’s lives.
    < 10
    £250k+
    Can help with
    Pensions & retirement
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  • Matthew Rose at Sandringham Financial Partners

    Ossett
    FCA verified
    Helping you achieve your goals is what drives me as a Sandringham Founding Partner.
    46
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Wakefield
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27335
    £100k+
    Can help with
    Pensions & retirement

  • Fensham Howes Ltd

    Bramham and oglethorpe
    FCA verified
    Experts in strategic financial management with individual client relationships stretching back over 25 years. Impartial, professional, helpful.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management- Damien Smith

    Halifax
    FCA verified
    Helping you achieve your goals and keeping it simple is what drives me as a financial planner with True potential. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.
    41
    £0+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Leeds
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5004
    £50k+
    Can help with
    Pensions & retirement

  • Liberate Wealth

    Brighouse
    FCA verified
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    77
    £100k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Shipley
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in West Yorkshire 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!
    5276
    £100k+
    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.