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

The Private Office

Ecclesfield

FCA verified

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

38294

Minimum
wealth

£150k+

Can help with

Pensions & retirement

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The Pension Planner

Sheffield

FCA verified

We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sheffield helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!

Clients
helped

5652

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

SFL Wealth Management

Doncaster

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.

Clients
helped

884

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Wren Sterling

Sheffield

FCA verified

We're an Independent Financial Adviser, working with private individuals and corporate clients.

Clients
helped

1868

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Doncaster

FCA verified

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14562

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Mosaac (Royston)

Dalton

FCA verified

Building the picture of your financial security, ensuring you can spend time on the things that really matter.

Clients
helped

220

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Destination Retirement, part of Just

Sheffield

FCA verified

Wherever you are on your retirement journey — saving, planning or spending — our friendly, UK-based financial experts are on hand to support you. We help people achieve a better later life.

Clients
helped

124

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Retirement Solutions (UK) Ltd

Brinsworth

FCA verified

We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.

Clients
helped

5975

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Barnsley

FCA verified

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Clients
helped

2898

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

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

Clients
helped

390

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.