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
As featured in

UK’s first fully automated financial adviser.
Get a personalised plan in minutes.
No minimum wealth. No jargon. No pressure.
Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
helped
2452
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
sf
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
helped
1409
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

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
helped
41822
Minimum
wealth
wealth
£150k+
Meet the team
+20
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

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
helped
1082
Minimum
wealth
wealth
£100k+
Meet the team
T
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Business

As a registered firm with the Financial Conduct Authority, we offer professional advice across a range of regulated products and are restricted to leading providers. We have chosen to be part of the Quilter Financial Planning Network.
Clients
helped
helped
107
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Insurance & protection

As an independent financial adviser, I provide clear, impartial advice tailored to your goals. From protecting your family and growing your wealth to planning for retirement, I help you make confident decisions for a secure financial future.
Clients
helped
helped
560
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

Saving up was the easy part. The rules that built your wealth will not protect it when you start living off your savings. The Wealth Point helps clients with £250,000+ navigate the 10-year retirement transition safely. Book a 30-minute Discovery Call.
Clients
helped
helped
3561
Minimum
wealth
wealth
£250k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments

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
helped
41822
Minimum
wealth
wealth
£150k+
Meet the team
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

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
helped
41822
Minimum
wealth
wealth
£150k+
Meet the team
+48
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
As featured by
Frequently Asked Questions about Financial Advisers in Sheffield
