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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
TheWealthPoint

TheWealthPoint

Halifax
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
3158
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Whitehill Financial Management Ltd

Whitehill Financial Management Ltd

Halifax
Initial consultation free
FCA verified
Independent
A down-to-earth, friendly, local Chartered Financial Adviser. Investments, savings, pensions, and retirement are my speciality!
Clients
helped
25
Minimum
wealth
£150k+
Meet the team
Richard Whitehill
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
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
401
Minimum
wealth
£0+
Meet the team
Rob Simpson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Chris Jones - True Potential

Chris Jones - True Potential

Halifax
Initial consultation free
FCA verified
Restricted
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
37
Minimum
wealth
£100k+
Meet the team
Chris Jones
Can help with
Pensions & retirement
Financial planning
Investments
Savings
TheWealthPoint

TheWealthPoint

Halifax
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
3158
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
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
Athelis Financial Ltd

Athelis Financial Ltd

Elland
Initial consultation free
FCA verified
Restricted
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
63
Minimum
wealth
£100k+
Meet the team
Callum Hassan
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
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
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
72
Minimum
wealth
£100k+
Meet the team
Sebastian Tempest
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Frequently Asked Questions about Financial Advisers in Halifax