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

Find the best FCA regulated financial advisers in Huddersfield. Get expert help near you with pensions, investments, retirement planning and more
Huddersfield, Kirklees, West Yorkshire
Agile Independent Financial Advice Ltd

Agile Independent Financial Advice Ltd

Huddersfield
Initial consultation free
FCA verified
Independent
Independent advice, done right. At Agile IFA we are here to help you craft a clear long term financial plan. We'll help you pull your existing financial 'stuff' together, understand where you are now and how you can achieve your ideal future lifestyle.
Clients
helped
66
Minimum
wealth
£150k+
Meet the team
Chris Thorpe
Cindy Morley
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Athelis Financial Ltd

Athelis Financial Ltd

Huddersfield
Initial consultation free
FCA verified
Restricted
Athelis Financial Ltd have been providing financial advice for over 8 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
63
Minimum
wealth
£100k+
Meet the team
Callum Hassan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
M&G Advice

M&G Advice

Huddersfield
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2239
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
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
Ascot Lloyd

Ascot Lloyd

Huddersfield
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
Lindsay Carter
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
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Slater Financial Ltd

Huddersfield
Initial consultation free
FCA verified
Independent
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
1369
Minimum
wealth
£100k+
Meet the team
Phil Slater
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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
WealthConnect Financial Planning

WealthConnect Financial Planning

Huddersfield
Initial consultation free
FCA verified
Independent
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
491
Minimum
wealth
£100k+
Meet the team
Jamie Sanderson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
Becketts FS Ltd

Becketts FS Ltd

Huddersfield
Initial consultation free
FCA verified
Independent
🏆 Advice Firm of the Year 2023 (Professional Adviser) 🏆 Advice Firm of the Year 2022 (Money Marketing) 🏆 New Model Adviser Top100 - 2021 | 2022 | 2023 | 2024 Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
Clients
helped
107
Minimum
wealth
£100k+
Meet the team
Andrew Young (W. Yorkshire)
Dominic McLoughney
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Huddersfield