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

I need advice on
Total assets
My postcode
First meeting is free

  • Sachin Jain at True Potential Wealth Management

    Dewsbury
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money. We have over 7500 reviews on Trust Pilot rated as Excellent.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Morley
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    649
    £150k+
    Can help with
    Pensions & retirement

  • Ed at V-Financial

    Morley
    FCA verified
    I pride myself in providing my clients with a professional and bespoke financial advice service. My clients include medical professionals, employed and self employed individuals, families & businesses.
    53
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Regent Street Advisers Ltd

    Morley
    FCA verified
    I have 23 years of experience in providing sound financial advice in the areas of Pensions and Investments. Always happy to have a chat without any obligation.
    293
    £0+
    Can help with
    Pensions & retirement

  • Olive Tree Wealth Management Ltd

    Morley
    FCA verified
    We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
    63
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Dewsbury
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    649
    £150k+
    Can help with
    Pensions & retirement

  • Andrew Brown at True Potential Wealth Management

    Morley
    FCA verified
    Friendly, investment and retirement planning advice from the comfort of your own home. 18 years experience.
    209
    £100k+
    Can help with
    Pensions & retirement

  • RDS Financial Planning

    Morley
    FCA verified
    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
    290
    £0+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Dewsbury
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    282
    £250k+
    Can help with
    Pensions & retirement

  • Fairstone Financial Management Ltd

    Morley
    FCA verified
    UK top-rated Independent Financial Planners specialising in pre and post retirement financial planning for individuals and small businesses
    256
    £100k+
    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.

Why use Unbiased?

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.