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

Find the best FCA regulated financial advisers in Kirklees. Get expert help near you with pensions, investments, retirement planning and more
Kirklees, West Yorkshire
Mosaac (Royston)

Mosaac (Royston)

Huddersfield
Initial consultation free
FCA verified
Independent
Building the picture of your financial security, ensuring you can spend time on the things that really matter.
Clients
helped
230
Minimum
wealth
£100k+
Meet the team
Sara Mortimer
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Heritage Wealth Solutions Ltd

Heritage Wealth Solutions Ltd

Huddersfield
Initial consultation free
FCA verified
Independent
Chartered, independent planners who give precise, actionable answers. With scenario modelling, proactive reviews, and highly competitive, transparent fees, we keep your goals on track. We'll help you live with financial confidence, today and tomorrow.
Clients
helped
21
Minimum
wealth
£100k+
Meet the team
Andrew Dodd
Daniel Coates
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Ascot Lloyd

Ascot Lloyd

Denby dale
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1976
Minimum
wealth
£150k+
Meet the team
Craig Couldrick
Kevin Broome
Raj Chauhan
Lindsay Carter
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

Huddersfield
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
Darron Whitehead
Jonathan Garnett
Ray Garnett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Drighlington
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3550
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
SFL Wealth Management

SFL Wealth Management

Mirfield
Initial consultation free
FCA verified
Independent
Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
941
Minimum
wealth
£50k+
Meet the team
Nigel Ogden
Tony Stevens
Paul Golding
Marc Standish
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Mirfield
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
Darron Whitehead
Jonathan Garnett
Ray Garnett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Clarity Wealth Limited

Clarity Wealth Limited

Dewsbury
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1474
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Harmony Wealth Management LTD

Harmony Wealth Management LTD

Huddersfield
Initial consultation free
FCA verified
Independent
The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
Clients
helped
378
Minimum
wealth
£100k+
Meet the team
Neil Smith
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

Holme valley
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
Darron Whitehead
Andy Holt
Jonathan Garnett
Ray Garnett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Frequently Asked Questions about Financial Advisers in Kirklees