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

I need advice on
Total assets
My postcode
First meeting is free

  • Purple Wealth Management Limited

    Clowne
    FCA verified
    We aim, dependent upon the complexity, to only take on 6-10 new clients in 2017/18 to maintain service levels.
    < 10
    £500k+
    Can help with
    Financial planning

  • Shorts – Chartered Financial Planners

    Worksop
    FCA verified
    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. Best Private Client Tax Practice - Tolley's Taxation Awards 2020.
    280
    £100k+
    Can help with
    Pensions & retirement

  • Kirrage Williams Limited

    Worksop
    FCA verified
    We can help you plan for your financial future
    333
    £50k+
    Can help with
    Pensions & retirement
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  • Alpha Independent Financial Solutions Ltd

    Barlborough
    FCA verified
    Chartered qualified with experienced team of Independent Advisers offering personal and corporate investment, protection, and retirement / pension advice.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Jones & Co Independent Financial Advice

    Barlborough
    FCA verified
    Contact our award winning team for friendly advice and guidance for all your current and future financial needs. We are a dynamic, modern company who offer face to face or remote consultations -online/Telephone
    187
    £0+
    Can help with
    Pensions & retirement

  • Nottingham Building Society

    Worksop
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Futures Assured Limited

    Worksop
    FCA verified
    I offer impartial Independent financial advice and work with you to achieve your financial goals.
    15
    £50k+
    Can help with
    Pensions & retirement

  • Alexander Calder Financial Limited

    Worksop
    FCA verified
    Established for over 20 years we have built and maintain our relationships on ensuring our clients are at the centre of everything we do. Our traditional values combine well with modern thinking to ensure an efficient supportive service.
    31
    £0+
    Can help with
    Pensions & retirement

  • Harvest Associates

    Barlborough
    FCA verified
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Harvest Associates Ltd

    Barlborough
    FCA verified
    I AM AN EXPERIENCED INDEPENDENT FINANCIAL ADVISER WITH 18 YEARS OF FULL FINANCIAL PLANNING FOR ALL CLIENTS
    < 10
    £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.