Top 10 Independent (IFAs) & Restricted Financial Advisers in Elland
Find the best FCA regulated financial advisers in Elland. Get expert help near you with pensions, investments, retirement planning and more

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.
Clients
helped
helped
66
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

🏆 Advice Firm of the Year 2023 (Professional Adviser)
🏆 Advice Firm of the Year 2022 (Money Marketing)
🏆 New Model Adviser Top100 - 2021 | 2022 | 2023 | 2024
Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
Clients
helped
helped
107
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

Need help with your pensions? Or retirement planning in general? With over 15 years of experience as a financial adviser you can be confident you will get good advice. Get in touch for simple straightforward advice.
Clients
helped
helped
952
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning

Chartered, independent planners who give precise, actionable answers. With scenario modelling, proactive reviews, and highly competitive, transparent fees, we keep your goals on track. We'll help you live with financial confidence, today and tomorrow.
Clients
helped
helped
21
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

🏆 Advice Firm of the Year 2023 (Professional Adviser)
🏆 Advice Firm of the Year 2022 (Money Marketing)
🏆 New Model Adviser Top100 - 2021 | 2022 | 2023 | 2024
Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
Clients
helped
helped
107
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
sf
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
helped
1369
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

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.
Clients
helped
helped
63
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

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.
Clients
helped
helped
37
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

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
helped
107
Minimum
wealth
wealth
£100k+
Meet the team
+4
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Elland
