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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  • Mosaac (Royston)

    Halifax
    FCA verified
    Building the picture of your financial security, ensuring you can spend time on the things that really matter.
    205
    £100k+
    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.
    54
    £150k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management- Damien Smith

    Halifax
    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.
    75
    £0+
    Can help with
    Pensions & retirement
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  • 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.
    112
    £100k+
    Can help with
    Pensions & retirement

  • Athelis Financial Ltd

    Elland
    FCA verified
    Athelis Financial Ltd have been providing financial advice for over 8 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 most.
    41
    £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.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Brighouse
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1642
    £150k+
    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.
    75
    £0+
    Can help with
    Pensions & retirement

  • Sebastian Tempest at True Potential

    Halifax
    FCA verified
    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.
    52
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Financial Management Ltd

    Elland
    FCA verified
    UK top-rated Independent Financial Planners specialising in pre and post retirement financial planning for individuals and small businesses
    293
    £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.