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Top 10 Independent (IFAs) & Restricted Financial Advisers in Calderdale

Find the best FCA regulated financial advisers in Calderdale. Get expert help near you with pensions, investments, retirement planning and more
Calderdale, West Yorkshire
WealthConnect Financial Planning Ltd

WealthConnect Financial Planning Ltd

Halifax
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
64
Minimum
wealth
£0+
Meet the team
Scott Sanderson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Life Financial Planning

Life Financial Planning

Hebden royd
Initial consultation free
FCA verified
Independent
We offer comprehensive independent financial advice and planning to enable our clients to understand and achieve their financial goals.
Clients
helped
117
Minimum
wealth
£100k+
Meet the team
Ian Gourley
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
True Potential Wealth Management- Damien Smith

True Potential Wealth Management- Damien Smith

Brighouse
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
76
Minimum
wealth
£0+
Meet the team
D
Can help with
Pensions & retirement
Financial planning
Savings
TheWealthPoint

TheWealthPoint

Brighouse
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3156
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
PenLife Chartered Financial Planners

PenLife Chartered Financial Planners

Halifax
Initial consultation free
FCA verified
Independent
You don’t need to feel nervous about getting help with your wealth. Our dedicated team of experts offer friendly, down-to-earth advice that gets results. It’s a holistic approach that supports your life, not just your finances.
Clients
helped
107
Minimum
wealth
£100k+
Meet the team
Deborah Jacobs
Thomas Hughes
Louis Maddison
Adam Dent
James Wadsworth
+4
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
M&G Advice

M&G Advice

Halifax
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
2234
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Chris Pickering at Continuum Financial Services LLP

Chris Pickering at Continuum Financial Services LLP

Hebden royd
Initial consultation free
FCA verified
Independent
I'm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clear and less complicated.
Clients
helped
141
Minimum
wealth
£0+
Meet the team
Chris Pickering
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
IFT Wealth Management Ltd

IFT Wealth Management Ltd

Halifax
Initial consultation free
FCA verified
Independent
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.
Clients
helped
438
Minimum
wealth
£100k+
Meet the team
Toby Turner
Gary Hanley
Laurence Turner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Liberate Wealth

Liberate Wealth

Brighouse
Initial consultation free
FCA verified
Independent
As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
Clients
helped
97
Minimum
wealth
£50k+
Meet the team
Jonathan Dyson
Karl Wareing
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Halifax
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Kelsey Gladwell
Ray Garnett
Jonathan Garnett
Darron Whitehead
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Frequently Asked Questions about Financial Advisers in Calderdale