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

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  • John Carter at True Potential Wealth Management

    Halifax
    FCA verified
    We understand that all needs are different and are comfortable helping people navigate through the important areas of their lives.
    20
    £100k+
    Can help with
    Pensions & retirement
  • Eastwood Financial Services Ltd

    Elland
    FCA verified
    Giving you financial freedom.
    111
    £150k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Halifax
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17242
    £100k+
    Can help with
    Pensions & retirement
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  • IFT Wealth Management Ltd

    Halifax
    FCA verified
    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.
    222
    £50k+
    Can help with
    Pensions & retirement
  • Whitehill Financial Management Ltd

    Halifax
    FCA verified
    A down-to-earth, friendly, local Chartered Financial Adviser. Investments, savings, pensions, and retirement are my speciality!
    25
    £150k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Halifax
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17242
    £100k+
    Can help with
    Pensions & retirement
  • Zenith Wealth Management

    Halifax
    FCA verified
    The service offered by Zenith Independent Wealth Management is all about achieving your financial goals – whatever they may be.
    56
    £50k+
    Can help with
    Pensions & retirement
  • PenLife Chartered Financial Planners

    Halifax
    FCA verified
    We believe financial planning is about enabling you to attain, and more importantly maintain, the lifestyle you choose. It’s all about getting you to where you want to be – wherever that is.
    61
    £100k+
    Can help with
    Pensions & retirement
  • Fox Life Financial Planning Ltd

    Halifax
    FCA verified
    At Fox we are real people, with real experiences over the years in helping people achieve their goals. We pride ourselves on being able to have a straight conversation in plain English and our clients tell us that's why they stay with us year after year.
    15
    £150k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Halifax
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10576
    £0+
    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.

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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.