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

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  • KJA Financial Services Ltd

    Leeds
    FCA verified
    KJA Provides A comprehensive, no obligation FREE REVIEW of your pensions and investments.
    17
    £0+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management- Damien Smith

    Brighouse
    FCA verified
    Helping you achieve your goals and keeping it simple is what drives me as a financial planner with True potential. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.
    59
    £0+
    Can help with
    Pensions & retirement

  • Octopus Money

    Leeds
    FCA verified
    We believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
    60
    £250k+
    Can help with
    Pensions & retirement
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  • 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.
    61
    £50k+
    Can help with
    Pensions & retirement

  • Whitehill Financial Management Ltd

    Halifax
    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

  • Ian Bagshaw - Fairstone Financial Management

    Featherstone
    FCA verified
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    237
    £100k+
    Can help with
    Pensions & retirement

  • Liberate Wealth

    Leeds
    FCA verified
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    61
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Halifax
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    428
    £250k+
    Can help with
    Pensions & retirement

  • Olive Tree Wealth Management Ltd

    Morley
    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.
    63
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Pontefract
    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.
    30536
    £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.