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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
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Clarity Wealth Limited

Clarity Wealth Limited

Liversedge
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1693
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
Saltus Partners LLP

Saltus Partners LLP

Liversedge
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
1162
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
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
1693
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
Fairstone Group

Fairstone Group

Liversedge
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
16173
Minimum
wealth
£0+
Meet the team
Darron Whitehead
Ray Garnett
Jonathan Garnett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Clarity Wealth Limited

Clarity Wealth Limited

Liversedge
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1693
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
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
2349
Minimum
wealth
£150k+
Meet the team
Craig Couldrick
Kevin Broome
Raj Chauhan
Lindsay Carter
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Liberate Wealth

Liberate Wealth

Kirkburton
Initial consultation free
FCA verified
Independent
As independent Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
Clients
helped
102
Minimum
wealth
£50k+
Meet the team
Jonathan Dyson
Karl Wareing
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
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
411
Minimum
wealth
£100k+
Meet the team
Neil Smith
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
True Potential Wealth Management

True Potential Wealth Management

Kirkburton
Initial consultation free
FCA verified
Restricted
Need help with your pensions? Or retirement planning in general? With over 15 years of experience as a financial adviser you can be confident you will get good advice. Get in touch for simple straightforward advice.
Clients
helped
993
Minimum
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
RDS Financial Planning

RDS Financial Planning

Kirkburton
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
429
Minimum
wealth
£0+
Meet the team
Rob Simpson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
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Frequently Asked Questions about Financial Advisers in Kirklees