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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
West Yorkshire
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Sebastian Tempest at True Potential

Sebastian Tempest at True Potential

Halifax
Initial consultation free
FCA verified
Restricted
I have been helping my clients with their investments, pension & retirement planning, including Defined Benefit advice, since 2003. Please do get in touch and I will be delighted to help you achieve your financial goals.
Clients
helped
87
Minimum
wealth
£100k+
Meet the team
Sebastian Tempest
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
The Private Office

The Private Office

Leeds
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
41989
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
WealthConnect Financial Planning Ltd

WealthConnect Financial Planning Ltd

Leeds
Initial consultation free
FCA verified
Independent
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.
Clients
helped
138
Minimum
wealth
£0+
Meet the team
Scott Sanderson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Greenleaf Financial Solutions

Greenleaf Financial Solutions

Featherstone
Initial consultation free
FCA verified
Restricted
Greenleaf Financial Solutions have been providing financial advice for over two years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
Dan Holland
Can help with
Financial planning
Insurance & protection
Savings
Count Finance

Count Finance

Halifax
Initial consultation free
FCA verified
Restricted
UK’s first fully automated financial adviser. Get a personalised plan in minutes. No minimum wealth. No jargon. No pressure. Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
2672
Minimum
wealth
£0+
Meet the team
Laura Cornely
Karl Townsend
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Saltus Partners LLP

Saltus Partners LLP

Leeds
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1156
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
TheWealthPoint

TheWealthPoint

Clayton
Initial consultation free
FCA verified
Independent
Saving up was the easy part. The rules that built your wealth will not protect it when you start living off your savings. The Wealth Point helps clients with £250,000+ navigate the 10-year retirement transition safely. Book a 30-minute Discovery Call.
Clients
helped
3582
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Clarity Wealth Limited

Clarity Wealth Limited

Liversedge
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1677
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
RBC Brewin Dolphin

RBC Brewin Dolphin

Leeds
Initial consultation free
FCA verified
Restricted
Protect, grow and nurture your wealth through our expert and bespoke wealth management service. Let’s build your financial future so you can focus on what really matters.
Clients
helped
100
Minimum
wealth
£500k+
Meet the team
C
D
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
The Private Office

The Private Office

Ilkley
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
41989
Minimum
wealth
£150k+
Meet the team
George Hicks
Daniel Lea
Robert Morse
Tony Padgett
Daniel Schofield
+20
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
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Frequently Asked Questions about Financial Advisers in West Yorkshire