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

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  • Daniel Dooley at True Potential Wealth Management

    Rotherham
    FCA verified
    As a Financial Adviser with over 20 years experience I can help you to meet your financial goals I pride myself on offering straightforward advice without the jargon.
    215
    £0+
    Can help with
    Pensions & retirement

  • The Private Office

    Sheffield
    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.
    30561
    £100k+
    Can help with
    Pensions & retirement

  • Aeon Financial Services Limited

    Bramley
    FCA verified
    AEON are Independent Financial Advisers providing impartial financial advice & wealth management services to individuals & Businesses
    399
    £0+
    Can help with
    Pensions & retirement
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  • Edward Lane of AFH Group

    Sheffield
    FCA verified
    My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. I want to get to know you and help to debunk the often overly technical world of financial advice.
    142
    £50k+
    Can help with
    Pensions & retirement

  • Ian Bagshaw - Fairstone Financial Management

    Barnsley
    FCA verified
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    237
    £100k+
    Can help with
    Pensions & retirement

  • Tamer Beshara - True Potential

    Rotherham
    FCA verified
    I am a fully qualified and regulated Financial and Mortgage Adviser. My role is to help you making all the right financial decisions that would impact on your life now or in the future.
    74
    £50k+
    Can help with
    Pensions & retirement

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

    Sheffield
    FCA verified
    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.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Rotherham
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11742
    £0+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Sheffield
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    771
    £150k+
    Can help with
    Pensions & retirement

  • Fountain Wealth Management

    Doncaster
    FCA verified
    At Fountain Wealth Management, we offer Friendly and Independent Pension and Retirement planning, Tax Planning, Investments and Mortgage advice. Face to Face meetings at your Home, with the Initial meeting at No cost, and No obligation.
    373
    £0+
    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.