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.
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  • 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
  • PenLife Chartered Financial Planners

    Halifax
    FCA verified
    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.
    101
    £100k+
    Can help with
    Pensions & retirement
  • TheWealthPoint

    Halifax
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2792
    £50k+
    Can help with
    Pensions & retirement
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  • Evelyn Partners

    Todmorden
    FCA verified
    "Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
    708
    £500k+
    Can help with
    Pensions & retirement
  • Agile Independent Financial Advice Ltd

    Elland
    FCA verified
    Independent advice, done right. At Agile IFA we are here to help you craft a clear long term financial plan. We'll help you pull your existing financial 'stuff' together, understand where you are now and how you can achieve your ideal future lifestyle.
    57
    £150k+
    Can help with
    Pensions & retirement
  • Life Financial Planning

    Hebden royd
    FCA verified
    We offer comprehensive independent financial advice and planning to enable our clients to understand and achieve their financial goals.
    113
    £100k+
    Can help with
    Pensions & retirement
  • Chris Jones - True Potential

    Halifax
    FCA verified
    My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • IFT Wealth Management Ltd

    Halifax
    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
  • WealthConnect Financial Planning Ltd

    Halifax
    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.
    21
    £0+
    Can help with
    Pensions & retirement
  • TheWealthPoint

    Brighouse
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2792
    £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.