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

Find the best FCA regulated financial advisers in West Yorkshire. Get expert help near you with pensions, investments, retirement planning and more.
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  • Heritage Wealth Solutions Ltd

    Huddersfield
    FCA verified
    Chartered, independent planners who give precise, actionable answers. With scenario modelling, proactive reviews, and highly competitive, transparent fees, we keep your goals on track. We'll help you live with financial confidence, today and tomorrow.
    15
    £100k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Wakefield
    FCA verified
    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!
    5622
    £100k+
    Can help with
    Pensions & retirement

  • Hymans Robertson Personal Wealth

    Featherstone
    FCA verified
    Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
    183
    £100k+
    Can help with
    Pensions & retirement
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  • Ascot Lloyd

    Leeds
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1639
    £150k+
    Can help with
    Pensions & retirement

  • Olive Tree Wealth Management Ltd

    Mirfield
    FCA verified
    We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
    84
    £50k+
    Can help with
    Pensions & retirement

  • Regent Street Advisers Ltd

    Bradford
    FCA verified
    I have 23 years of experience in providing sound financial advice in the areas of Pensions and Investments. Always happy to have a chat without any obligation.
    359
    £0+
    Can help with
    Pensions & retirement

  • RDS Financial Planning

    Halifax
    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
    371
    £0+
    Can help with
    Pensions & retirement

  • Whitehill Financial Management Ltd

    Huddersfield
    FCA verified
    A down-to-earth, friendly, local Chartered Financial Adviser. Investments, savings, pensions, and retirement are my speciality!
    25
    £150k+
    Can help with
    Pensions & retirement

  • IFT Wealth Management Ltd

    Brighouse
    FCA verified
    Plan for tomorrow, live for today! Our truly independent financial advice can help you live life on your own terms, building the financial security to enjoy rich life experiences and be ready for whatever the future holds.
    437
    £100k+
    Can help with
    Pensions & retirement

  • AAB Wealth Chartered Financial Planners

    Leeds
    FCA verified
    Giving you confidence in your financial future
    642
    £250k+
    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.