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.
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  • RDS Financial Planning

    Doncaster
    FCA verified
    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
    377
    £0+
    Can help with
    Pensions & retirement
  • Central Financial Planning Ltd

    Sheffield
    FCA verified
    Award winning chartered financial planning firm giving quality independent advice
    22
    £100k+
    Can help with
    Pensions & retirement
  • TheWealthPoint

    Barnsley
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2779
    £250k+
    Can help with
    Pensions & retirement
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  • Regent Street Advisers Ltd

    Sheffield
    FCA verified
    I have 23 years of experience in providing sound financial advice in the areas of Pensions and Investments. Always happy to have a chat without any obligation.
    361
    £0+
    Can help with
    Pensions & retirement
  • SFL Wealth Management

    Sheffield
    FCA verified
    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.
    868
    £50k+
    Can help with
    Pensions & retirement
  • Chris Jones - True Potential

    Rotherham
    FCA verified
    My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • Shorts – Chartered Financial Planners

    Sheffield
    FCA verified
    Est in 1890, we are Chartered Financial Planners providing independent, financial advice to individuals, businesses, and trustees. Helping them create, manage and preserve their wealth. Best Private Client Tax Practice - Tolley's Taxation Awards 2020.
    288
    £100k+
    Can help with
    Pensions & retirement
  • George Smith at PSA Financial

    Sheffield
    FCA verified
    Our Mission is to provide clear, honest, no-nonsense financial solutions, helping our Clients achieve their financial ambitions.
    497
    £100k+
    Can help with
    Pensions & retirement
  • Jeanette Mchardy at Tavistock Private Client

    Tickhill
    FCA verified
    Chartered independent financial adviser with a demonstrated history of working in the financial services industry. Skilled in Pensions, Life Insurance, Finance, and Investments advice; providing clients with an ongoing service they can trust.
    62
    £100k+
    Can help with
    Pensions & retirement
  • SFL Wealth Management

    Hatfield
    FCA verified
    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.
    868
    £50k+
    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.