Top 20 Independent Financial Advisers in Yarm

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    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Chantler Kent Investments - Sarah Grinnell Chantler Kent Investments - Sarah Grinnell

      Bromley

      We are still available to help you with your enquiries during these unprecedented times due to the Coronavirus outbreak. We can hold meetings remotely via Skype or Zoom & all paperwork can be emailed or scanned over. We are friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand.

      We are still available to help you with your enquiries during these unprecedented times due to the Coronavirus outbreak. We can hold meetings remotely via Skype or Zoom & all paperwork can be emailed or scanned over. We are friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand.
      57
      £20k+
      7.4
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      57
      £20k+
      7.4
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • JNJ Financial Management Ltd JNJ Financial Management Ltd

      Kineton

      "In everything JNJFM do, our principal aim is to perform our role to the highest possible standards".

      "In everything JNJFM do, our principal aim is to perform our role to the highest possible standards".
      91
      £100k+
      9.7
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      91
      £100k+
      9.7
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Unity Wealth Management Unity Wealth Management

      Olivers battery

      We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.

      We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
      New adviser
      £50k+
      7.0
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      New adviser
      £50k+
      7.0
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Myers Davison Ginger Ltd Myers Davison Ginger Ltd

      Aylesbury

      14
      £250k+
      7.0
      Meet the team
      N
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      14
      £250k+
      7.0
      Meet the team
      N
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Blue Wealth Blue Wealth

      High littleton

      We help you achieve financial independence. Chartered, Independent, Pension Transfer Gold Standard

      We help you achieve financial independence. Chartered, Independent, Pension Transfer Gold Standard
      49
      £250k+
      9.7
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      49
      £250k+
      9.7
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Laurie Wrightson - Fairstone Financial Management Ltd Laurie Wrightson - Fairstone Financial Management Ltd

      Mayfield and five ashes

      I am an Independent Financial Adviser with 17 years experience of advising clients on all aspects of their financial well being. I have specialised in providing advice around pensions and tax planning, including final salary pension transfers. I offer a tailored personal service, modern thinking combined with traditional values.

      I am an Independent Financial Adviser with 17 years experience of advising clients on all aspects of their financial well being. I have specialised in providing advice around pensions and tax planning, including final salary pension transfers. I offer a tailored personal service, modern thinking combined with traditional values.
      19
      £100k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      19
      £100k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Flying Colours Flying Colours

      Elsham

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
      155
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      155
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Opal Wealth Management Ltd Opal Wealth Management Ltd

      Walsall

      We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*

      We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
      74
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      74
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Simply Pensions Ltd Simply Pensions Ltd

      Rossendale

      Enjoy the Stress-Free Retirement You’ve Dreamed Of. Get independent advice on starting, transferring or accessing your pension, with transparent fixed fees and nothing to pay upfront

      Enjoy the Stress-Free Retirement You’ve Dreamed Of. Get independent advice on starting, transferring or accessing your pension, with transparent fixed fees and nothing to pay upfront
      37
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      37
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Towan IFA Ltd Towan IFA Ltd

      Newquay

      As an Independent Financial Adviser I am passionate about building long term relationships and working closely with my clients to provide bespoke financial planning solutions tailored to individual needs. With the support of the Vision Independent Financial Planning network I offer a truly ‘whole of market’ approach which enables me to provide the best possible financial advice to my clients and their families. I like to take time to fully understand my client’s needs and requirements and find ongoing solutions that can help them achieve their lifetime goals.

      As an Independent Financial Adviser I am passionate about building long term relationships and working closely with my clients to provide bespoke financial planning solutions tailored to individual needs. With the support of the Vision Independent Financial Planning network I offer a truly ‘whole of market’ approach which enables me to provide the best possible financial advice to my clients and their families. I like to take time to fully understand my client’s needs and requirements and find ongoing solutions that can help them achieve their lifetime goals.
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Tony Columbine - True Potential Tony Columbine - True Potential

      Warrington

      Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.

      Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.
      39
      £50k+
      9.5
      Meet the team
      T
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      39
      £50k+
      9.5
      Meet the team
      T
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Bridgewater Financial Services Limited Bridgewater Financial Services Limited

      London

      We offer a highly professional service, independent of any product providers that is 100% focussed on client needs.

      We offer a highly professional service, independent of any product providers that is 100% focussed on client needs.
      45
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      45
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Parker Castle Ltd Parker Castle Ltd

      Coggeshall

      "Advice you can trust" with considerable experience in providing a friendly, first class service across all aspects of financial planning.

      "Advice you can trust" with considerable experience in providing a friendly, first class service across all aspects of financial planning.
      54
      £20k+
      7.6
      Meet the team
      D
      C
      N
      M
      G
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      54
      £20k+
      7.6
      Meet the team
      D
      C
      N
      M
      G
      Can help with Advice areas
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      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Carterdawes IFA Solutions Ltd Carterdawes IFA Solutions Ltd

      Tavistock

      26
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      26
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Stephen Waite of Create Financial Management Stephen Waite of Create Financial Management

      Derby

      My aim is straightforward: to offer you the highest possible standards of assistance and advice I am a Diploma Qualified Independent Financial Adviser providing advice in many areas.

      My aim is straightforward: to offer you the highest possible standards of assistance and advice I am a Diploma Qualified Independent Financial Adviser providing advice in many areas.
      New adviser
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      New adviser
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • RMP Financial LLP RMP Financial LLP

      Knaresborough

      We are an established firm of Chartered Financial Planners who are committed to providing Independent Financial Advice you can trust.

      We are an established firm of Chartered Financial Planners who are committed to providing Independent Financial Advice you can trust.
      91
      £20k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      91
      £20k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Depledge Strategic Wealth Management Ltd Depledge Strategic Wealth Management Ltd

      Cheadle

      We are a firm of Chartered, Independent Financial Planners, specialising in working with business owners, company directors and senior executives.

      We are a firm of Chartered, Independent Financial Planners, specialising in working with business owners, company directors and senior executives.
      192
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      192
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Lonsdale Wealth Management Lonsdale Wealth Management

      Harpenden

      We offer value for money independent financial advice. Voted a top 50 UK financial adviser by the Financial Times (2018)

      We offer value for money independent financial advice. Voted a top 50 UK financial adviser by the Financial Times (2018)
      15
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      15
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Raymond James Weald of Kent Branch Raymond James Weald of Kent Branch

      Maidstone

      We can help take the weight of worry you might have about managing your wealth off your shoulders.

      We can help take the weight of worry you might have about managing your wealth off your shoulders.
      13
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      13
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Chris Philcox - True Potential Wealth Management Chris Philcox - True Potential Wealth Management

      St albans

      I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.

      I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.
      36
      £250k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      36
      £250k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.

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