Top 10 Independent (IFAs) & Restricted Financial Advisers in West Yorkshire

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

  • John Carter at True Potential Wealth Management

    Halifax
    FCA verified
    True Potential is a top UK advisory firm offering exceptional financial planning. Our extensive team delivers personalized, face-to-face service across the UK, including Scotland and Northern Ireland. FCA authorised and regulated.
    54
    £50k+
    Can help with
    Pensions & retirement

  • Liberate Wealth

    Baildon
    FCA verified
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    69
    £100k+
    Can help with
    Pensions & retirement

  • Lindley Financial Management

    Boston spa
    FCA verified
    Helping you prepare for your family’s financial future.
    16
    £150k+
    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

  • RDS Financial Planning

    Brighouse
    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
    308
    £0+
    Can help with
    Pensions & retirement

  • Lindley Financial Management

    Denby dale
    FCA verified
    Helping you prepare for your family’s financial future.
    16
    £150k+
    Can help with
    Pensions & retirement

  • Harmony Wealth Management LTD

    Huddersfield
    FCA verified
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
    279
    £100k+
    Can help with
    Pensions & retirement

  • Tamer Beshara - True Potential

    Pontefract
    FCA verified
    I am a fully qualified and regulated Financial and Mortgage Adviser. My role is to help you making all the right financial decisions that would impact on your life now or in the future.
    79
    £50k+
    Can help with
    Pensions & retirement

  • Chris Lang - Alexander House Financial Planning Ltd

    Leeds
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    78
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Leeds
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    769
    £150k+
    Can help with
    Pensions & retirement

  • Slater Financial Ltd

    Brighouse
    FCA verified
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    1128
    £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.