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

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

Clarity Wealth Limited

Ecclesfield
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1488
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
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
949
Minimum
wealth
£50k+
Meet the team
Nigel Ogden
Tony Stevens
Paul Golding
Marc Standish
Can help with
Pensions & retirement
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
39846
Minimum
wealth
£150k+
Meet the team
George Hicks
Daniel Lea
Robert Morse
Tony Padgett
Daniel Schofield
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
TheWealthPoint

TheWealthPoint

Sheffield
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
3213
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
sf

Slater Financial Ltd

Sheffield
Initial consultation free
FCA verified
Independent
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
1373
Minimum
wealth
£100k+
Meet the team
Phil Slater
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Cullen Wealth

Cullen Wealth

Sheffield
Initial consultation free
FCA verified
Independent
We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped
434
Minimum
wealth
£50k+
Meet the team
Harry Lewis
Matthew Testa
Brighda Thomas
James Elliot
Matthew Peoples
+20
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
The Pension Planner

The Pension Planner

Sheffield
Initial consultation free
FCA verified
Independent
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
5707
Minimum
wealth
£100k+
Meet the team
Andrew Hursthouse
Nicholas Pratt
Shane Kao
Dave Garforth
Craig Holland
+1
Can help with
Pensions & retirement
Business
Regent Street Advisers

Regent Street Advisers

Sheffield
Initial consultation free
FCA verified
Restricted
Quality advice on Pension and Investment needs, given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 15/02/2024
Clients
helped
117
Minimum
wealth
£50k+
Meet the team
Ryan Musgrave
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
Clarity Wealth Limited

Clarity Wealth Limited

Sheffield
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1488
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Frequently Asked Questions about Financial Advisers in Sheffield