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

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  • Quantum Wealth Management Ltd

    Knaresborough
    FCA verified
    Bespoke, holistic financial planning with a specialism in the at-retirement and in-retirement advice area.
    87
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Harrogate
    FCA verified
    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.
    30553
    £100k+
    Can help with
    Pensions & retirement

  • Titan Financial Planning

    Ripon
    FCA verified
    We review your needs and priorities, often working with other professional advisers to gain a detailed understanding of your situation, objectives and attitude to risk. This allows us to structure the right solutions to achieve your financial goals.
    < 10
    £50k+
    Can help with
    Pensions & retirement
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  • Wren Sterling

    Harrogate
    FCA verified
    We're an Independent Financial Adviser, working with private individuals to manage pensions, investments, protection and retirement planning requirements.
    1374
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Ripon
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    652
    £150k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Harrogate
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    284
    £250k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Ripon
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    284
    £250k+
    Can help with
    Pensions & retirement

  • Fatgreen Wealth

    Harrogate
    FCA verified
    Anny was an Investment Banker and CFO of a high-growth company working across Asia, America and now Yorkshire. With a background in Finance, Anny understands the importance of financial planning and the value of saving and investments.
    119
    £0+
    Can help with
    Pensions & retirement

  • YorWealth Ltd

    Ripon
    FCA verified
    YorWealth help clients and their families plan for a better future. We play a crucial role in helping our clients understand what they want, when they want it, and how to get there.
    63
    £100k+
    Can help with
    Pensions & retirement

  • Aries Wealth Management Limited

    Harrogate
    FCA verified
    24
    £250k+
    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.