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Top 10 Independent (IFAs) & Restricted Financial Advisers in South Yorkshire

Find the best FCA regulated financial advisers in South Yorkshire. Get expert help near you with pensions, investments, retirement planning and more
South Yorkshire
Fairstone Group

Fairstone Group

Doncaster
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Ian Bagshaw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Every Step Financial Services

Every Step Financial Services

Marr
Initial consultation free
FCA verified
Independent
We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped
686
Minimum
wealth
£0+
Meet the team
Joanne Flanagan
Can help with
Insurance & protection
Business
The Private Office

The Private Office

Sheffield
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39611
Minimum
wealth
£150k+
Meet the team
Emily Brear
Daniel Lea
Daniel Schofield
Grace Whalley
Jacob Jerome
+17
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Advies Wealth Ltd

Advies Wealth Ltd

Tickhill
Initial consultation free
FCA verified
Independent
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
527
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
SFL Wealth Management

SFL Wealth Management

Sheffield
Initial consultation free
FCA verified
Independent
Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
941
Minimum
wealth
£50k+
Meet the team
Nigel Ogden
Tony Stevens
Paul Golding
Marc Standish
Can help with
Pensions & retirement
Matt Pike  - Opal Financial Planning (M&G TAP)

Matt Pike - Opal Financial Planning (M&G TAP)

Sheffield
Initial consultation free
FCA verified
Restricted
We all have things that are important to us. Even if it’s making sure your current standard of living lasts throughout retirement, it’s important to know where to start.
Clients
helped
46
Minimum
wealth
£50k+
Meet the team
Matt Pike
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Kirrage Williams Limited

Kirrage Williams Limited

Sheffield
Initial consultation free
FCA verified
Independent
We can help you plan for your financial future. We offer a detailed financial review and will help you determine the most appropriate outcome for the decisions that you face.
Clients
helped
974
Minimum
wealth
£100k+
Meet the team
T
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Business
My Pension Expert

My Pension Expert

Barnsley
Initial consultation free
FCA verified
Restricted
We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped
653
Minimum
wealth
£0+
Meet the team
Katie Winks
Thomas Lee
Richard Harrison
James Allott
David Taylor
+4
Can help with
Pensions & retirement
RDS Financial Planning

RDS Financial Planning

Doncaster
Initial consultation free
FCA verified
Independent
Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress
Clients
helped
401
Minimum
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
TheWealthPoint

TheWealthPoint

Mexborough
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3158
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in South Yorkshire