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

Find the best FCA regulated financial advisers in Batley. Get expert help near you with pensions, investments, retirement planning and more

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

Clients
helped

294

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Dewsbury

FCA verified

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14562

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Clarity Wealth Limited

Dewsbury

FCA verified

Everyone looks forward to their retirement - are you prepared for yours?

Clients
helped

1330

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Morley

FCA verified

Clients
helped

14562

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

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

Clients
helped

390

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Chris Pickering at Continuum Financial Services LLP

Drighlington

FCA verified

I'm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clear and less complicated.

Clients
helped

127

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Olive Tree Wealth Management Ltd

Dewsbury

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.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Mosaac (Royston)

Morley

FCA verified

Building the picture of your financial security, ensuring you can spend time on the things that really matter.

Clients
helped

220

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Clarity Wealth Limited

Dewsbury

FCA verified

Everyone looks forward to their retirement - are you prepared for yours?

Clients
helped

1330

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Titan Wealth Planning Limited

Drighlington

FCA verified

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

3384

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.