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

⭐️ Winner: Financial Adviser of the Year 2025 ⭐️ Award-winning Independent Financial Adviser offering 5-Star rated personalised advice on investments, pensions, mortgages, protection, financial planning & estate planning for professionals.

Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

Athelis Financial Ltd have been providing financial advice for over 8 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

Established in 2004 and rated ‘Excellent’ by our clients on Trustpilot, Forth Capital has been providing expert financial planning and wealth management advice, and access to award-winning investment portfolios and pension solutions, for two decades.

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.

Wealth management built around you - from one of the world's strongest banks.