Top 10 Independent (IFAs) & Restricted Financial Advisers in Holmesfield

Find the best FCA regulated financial advisers in Holmesfield. Get expert help near you with pensions, investments, retirement planning and more

Clarity Wealth Limited

Sheffield

FCA verified

Everyone looks forward to their retirement - are you prepared for yours?

Clients
helped

1296

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Jones & Co Independent Financial Advice

Dronfield

FCA verified

At Jones & Co Independent Financial Advice, we're not just about numbers; we're about your life. As award-winning Lifestyle Financial Planners and retirement specialists , we help clients retire smarter, live better and enjoy what matters most.

Clients
helped

221

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Charles James Financial Planning Limited

Dronfield

FCA verified

Clients
helped

< 10

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

SFL Wealth Management

Sheffield

FCA verified

Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.

Clients
helped

877

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Slater Financial Ltd

Sheffield

FCA verified

20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.

Clients
helped

1356

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Jones & Co Independent Financial Advice

Sheffield

FCA verified

Clients
helped

221

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

WealthConnect Financial Planning

Sheffield

FCA verified

As your independent financial adviser, I offer expert, unbiased guidance from helping you protect your family, growing your investments, and planning for a secure future.

Clients
helped

436

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Ian Bagshaw - Fairstone Financial Management

Calver

FCA verified

Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.

Clients
helped

397

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Rebecca Taylor at Arcus Wealth

Sheffield

FCA verified

Rebecca offers advice on all aspects of financial services, including investments and savings, pensions and retirement income, Inheritance Tax planning, insurance and protection, Wills and Estate Planning.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

SFL Wealth Management

Sheffield

FCA verified

Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.

Clients
helped

877

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.