Top 10 Independent (IFAs) & Restricted Financial Advisers in Sowerby Bridge
Find the best FCA regulated financial advisers in Sowerby Bridge. Get expert help near you with pensions, investments, retirement planning and more
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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
helped
423
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

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
helped
1152
Minimum
wealth
wealth
£250k+
Meet the team
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

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
helped
3559
Minimum
wealth
wealth
£250k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

A down-to-earth, friendly, local Chartered Independent Financial Adviser. Investments, savings, pensions, and retirement are my speciality!
Clients
helped
helped
25
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

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
helped
85
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business

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
helped
511
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Savings
Business

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
helped
1152
Minimum
wealth
wealth
£250k+
Meet the team
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

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
helped
3559
Minimum
wealth
wealth
£250k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

As your independent financial adviser, I offer expert, unbiased guidance from helping you protect your family, growing your investments, and planning for a secure future.
Clients
helped
helped
131
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

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
117
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
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Frequently Asked Questions about Financial Advisers in Sowerby Bridge