Top 10 Independent (IFAs) & Restricted Financial Advisers in Wakefield
Regent Street Advisers - David Cole
Crofton FCA verifiedQuality advice on Pension, Investment, Long Term Care and Protection needs given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. (14/12/2022)Clients43
helpedMinimum£0+
wealthPensions & retirement- Any advice you receive is tailored to your needs, so each plan created is your own road map to success. The meetings are relaxed, communication is transparent and jargon free and at no stage through any process are you under any obligation.Clients< 10
helpedMinimum£100k+
wealthPensions & retirement - Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - ScotlandClients1542
helpedMinimum£50k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.Clients294
helpedMinimum£250k+
wealthPensions & retirement - We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Wakefield 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!Clients5393
helpedMinimum£100k+
wealthPensions & retirement - We offer personalised financial advice to help you build a prosperous financial future. We help you build a comprehensive and flexible financial plan which allows you to meet your goals and aspirations enjoying a secure financial future.Clients203
helpedMinimum£50k+
wealthPensions & 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.