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

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  • Ed at V-Financial

    Selby
    FCA verified
    I pride myself in providing my clients with a professional and bespoke financial advice service. My clients include medical professionals, employed and self employed individuals, families & businesses.
    53
    £50k+
    Can help with
    Pensions & retirement

  • PenLife Chartered Financial Planners

    Selby
    FCA verified
    You don’t need to feel nervous about getting help with your wealth. Our dedicated team of experts offer friendly, down-to-earth advice that gets results. It’s a holistic approach that supports your life, not just your finances.
    74
    £100k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Selby
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    2241
    £50k+
    Can help with
    Pensions & retirement
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  • True Potential Wealth Management

    Selby
    FCA verified
    Need help with your pensions? Or retirement planning in general? With over 15 years of experience as a financial adviser you can be confident you will get good advice. Get in touch for simple straightforward advice.
    747
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Selby
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    649
    £150k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Bishopthorpe
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    649
    £150k+
    Can help with
    Pensions & retirement

  • Abacus Associates Financial Services Ltd

    Copmanthorpe
    FCA verified
    I build long term relationships with my clients and their families, ensuring they receive the best advice and service
    28
    £0+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Fulford
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    649
    £150k+
    Can help with
    Pensions & retirement

  • Harmony Wealth Management LTD

    Naburn
    FCA verified
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
    250
    £100k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Naburn
    FCA verified
    We offer a range of financial services to cater to your specific needs. We understand that every individual has unique financial goals and circumstances, and our job is to consider all options and help you develop lifetime financial plans
    766
    £150k+
    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.