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

I need advice on
Total assets
My postcode
First meeting is free

  • Regent Street Advisers - David Cole

    Crofton
    FCA verified
    Quality 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 Wealth Limited & Quilter Mortgage Planning Limited. (14/12/2022)
    43
    £0+
    Can help with
    Pensions & retirement

  • TGL Financial Planning

    Crofton
    FCA verified
    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.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Horbury Financial Services Limited

    Wakefield
    FCA verified
    Horbury Financial Services Ltd is a trusted, well established business offering a one stop financial solution to clients.
    50
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • The Pension Planner

    Wakefield
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Liverpool 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!
    5321
    £100k+
    Can help with
    Pensions & retirement

  • The Financial Planning Centre Limited

    Wakefield
    FCA verified
    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.
    198
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Wakefield
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    609
    £100k+
    Can help with
    Pensions & retirement

  • RetireInvest Limited

    Wakefield
    FCA verified
    We offer professional, friendly, easy to understand, bespoke advice.
    21
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Wakefield
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    29854
    £100k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Wakefield
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    609
    £100k+
    Can help with
    Pensions & retirement

  • Liberate Wealth

    Wakefield
    FCA verified
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    55
    £100k+
    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.