Top 20 Independent Financial Advisers in Holmesfield

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  • The Private Office

    Sheffield
    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.
    11869
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hamnett Wealth Management - Chartered Financial Planners

    Sheffield
    We are a Chartered firm of Independent Financial advisors. We have been awarded the Pension Transfer Gold Standard by the Chartered Insurance institute. We are actually based in Sheffield, unlike firms that market themselves from other UK locations.
    32
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tony Morgan at Arlo Group

    Sheffield
    Independent, client-focused financial advice. Friendly, professional and trusted. Winners of International Investment's 2020 Award for Excellence in Advisory Best Practice - Europe
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charles James Financial Planning Limited

    Dronfield
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • AFH Wealth Management

    Chesterfield
    As Chartered Independent Financial Planners, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Sheffield
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    134
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Slater Financial Ltd

    Chesterfield
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    403
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Slater Financial Ltd

    Sheffield
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    403
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fogwill & Jones Asset Management Ltd

    Sheffield
    Fully Independent Specialists providing quality advice on Investments, Pensions, Trusts and Protection to retail and business clients. We also provide additional services such as Wills, Powers of Attorney, Probate and Tax Accountancy.
    38
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KW Wealth Planning Ltd

    Sheffield
    We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
    57
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • AFH Wealth Management

    Sheffield
    As a Chartered Financial Planning firm, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
    180
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Sheffield
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5232
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Sheffield
    I provide a bespoke, personal financial planning and advisory service tailored and unique to you. I believe that the cornerstone of effective financial planning is the recognition that everyone’s economic and life situation is unique.
    191
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Sheffield
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sheffield, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3610
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Sheffield
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    883
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Sheffield
    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.
    11869
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • George Smith at PSA Financial

    Sheffield
    Our Mission is to provide clear, honest, no-nonsense financial solutions, helping our Clients achieve their financial ambitions.
    133
    £20k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Slater Financial Ltd

    Sheffield
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    403
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Wealth

    Sheffield
    SHORTLISTED FOR FINANCIAL PLANNER OF THE YEAR 2016 1st MEETING AT OUR EXPENSE
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Shorts – Chartered Financial Planners

    Chesterfield
    Best Private Client Tax Practice - Tolley's Taxation Awards 2020. Est in 1890, we are Chartered Financial Planners providing independent, financial advice to individuals, businesses and trustees. Helping them create, manage and preserve their wealth.
    110
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    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.