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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
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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
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
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
Saltus Partners LLP

Saltus Partners LLP

Elland
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
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
63
Minimum
wealth
£100k+
Meet the team
Chris Jones
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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
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
M&G Advice

M&G Advice

Halifax
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
3032
Minimum
wealth
£20k+
Meet the team
L
Can help with
Pensions & retirement
Investments
Savings
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
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
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Frequently Asked Questions about Financial Advisers in Halifax