Are you an adviser? Go to Unbiased Pro

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

Find the best FCA regulated financial advisers in Halifax. Get expert help near you with pensions, investments, retirement planning and more
Halifax, Calderdale, West Yorkshire
As featured by
As featured in
Saltus Partners LLP

Saltus Partners LLP

Halifax
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
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
2631
Minimum
wealth
£0+
Meet the team
Laura Cornely
Karl Townsend
Can help with
Pensions & retirement
Financial planning
Investments
Savings
True Potential Wealth Management - Jason Lynch

True Potential Wealth Management - Jason Lynch

Halifax
Initial consultation free
FCA verified
Restricted
I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
Clients
helped
513
Minimum
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Savings
Business
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
117
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
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
440
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
RDS Financial Planning

RDS Financial Planning

Halifax
Initial consultation free
FCA verified
Independent
Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress
Clients
helped
425
Minimum
wealth
£0+
Meet the team
Rob Simpson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Eastwood Financial Services Ltd

Eastwood Financial Services Ltd

Elland
Initial consultation free
FCA verified
Independent
Giving you financial freedom.
Clients
helped
111
Minimum
wealth
£150k+
Meet the team
Karen Wynard
Tim Ball APFS CertCII (FS) EFA
Andrew Pyrah
Richard Turner
Paul Atkinson
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
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
16002
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
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
86
Minimum
wealth
£100k+
Meet the team
Sebastian Tempest
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
TheWealthPoint

TheWealthPoint

Halifax
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
3578
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
As featured by
Frequently Asked Questions about Financial Advisers in Halifax