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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  • WealthConnect Financial Planning

    Otley
    FCA verified
    As your independent financial adviser, I offer expert, unbiased guidance from helping you protect your family, growing your investments, and planning for a secure future.
    390
    £0+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Leeds
    FCA verified
    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.
    390
    £250k+
    Can help with
    Pensions & retirement

  • Becketts FS Ltd

    Huddersfield
    FCA verified
    🏆 Advice Firm of the Year 2023 (Professional Adviser) 🏆 Advice Firm of the Year 2022 (Money Marketing) 🏆 New Model Adviser Top100 - 2021 | 2022 | 2023 | 2024 Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
    101
    £100k+
    Can help with
    Pensions & retirement
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  • 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

  • WealthConnect Financial Planning

    Mirfield
    FCA verified
    As your independent financial adviser, I offer expert, unbiased guidance from helping you protect your family, growing your investments, and planning for a secure future.
    390
    £0+
    Can help with
    Pensions & retirement

  • RDS Financial Planning

    Pudsey
    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
    370
    £0+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Liversedge
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    2045
    £100k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Huddersfield
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1632
    £150k+
    Can help with
    Pensions & retirement

  • TheWealthPoint

    Bradford
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2749
    £250k+
    Can help with
    Pensions & retirement

  • AAB Wealth Chartered Financial Planners

    Horsforth
    FCA verified
    Giving you confidence in your financial future
    639
    £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.