Top 20 Independent Financial Advisers in Yarm

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  • True Potential Wealth Management - Jason Lynch

    Tewkesbury
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lane Financial Management Ltd

    Portsmouth
    30 YEARS EXPERIENCE IN FINANCIAL PLANNING - WHOLLY INDEPENDENT - HIGHLY QUALIFIED ADVISERS AT A VERY AFFORDABLE FEE STRUCTURE
    43
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Plan with Neil

    Narborough
    I am the IFA with a difference. I focus on increasing your financial happiness by understanding your goals and objectives. I am transparent about my fees and I do not charge an upfront fee. I offer great value independent financial advice.
    18
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Pickworth
    Creating, managing and protecting your wealth the intelligent way
    122
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Better Retirement Group Ltd

    Charlbury
    Financial adviser and planner. Helping clients plan their financial objectives and how to meet them. Ensure your pension is fit for purpose. Do you want to release cash from your house? I am a qualified financial adviser and chartered accountant.
    44
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    London
    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.
    11829
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kingsley Financial Management Ltd

    Whitchurch
    We are a firm of Independent Financial Advisers offering advice on areas such as pensions, investments, retirement planning and protection.
    20
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Halifax
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    725
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth Management Ltd

    Long stratton
    Financial planning is not about pensions, ISA's and complicated investments. It's about people.
    70
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Novitas Wealth Management Ltd

    Nottingham
    As independent financial advisers, we provide individuals and businesses with practical and relevant solutions to help them to meet their financial objectives.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Obsidian Financial

    Birmingham
    Open Honest Transparent Financial Advice. Working with you - to help you achieve your goal and realise your ambitions.
    100
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whateley Wealth Management Ltd

    Lickey and blackwell
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashley Townsend Prosperity IFA

    Chalfont st peter
    It is a privilege, and not a right, to be able to work collaboratively with a client and potentially shape their financial future for the better.
    66
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial

    Stockton heath
    We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
    362
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Deal
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5228
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Milestone Financial Planning

    Winchester
    We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
    140
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Wakefield
    Retirement and Pension Specialist, Chartered Financial Planner, locally based in Wakefield, over 21-years experience. Call today for a free consultation or informal chat.
    59
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IFS Wealth & Pensions Ltd

    London
    Chartered Financial Planners. We help clients achieve and maintain the lifestyle they want, without fear of running out of money.
    153
    £250k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cragside Financial Solutions

    Woking
    Financial advice should not be viewed as being a one-off transaction. The journey of life is often dynamic and financial planning should accommodate that. At Cragside, we tailor our advice to meet your individual requirements in a jargon free way.
    40
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Keith Whitehead - LJ Financial Planning Ltd

    Portsmouth
    Keith wants to combine his significant investment knowledge in a holistic approach to help his clients achieve their financial goals.
    397
    £50k+
    9.4
    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.