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

Mosaac (Royston)

Huddersfield

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

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Quality advice on Pension and Investment needs, given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 15/02/2024

Clients
helped

112

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Huddersfield

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1764

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

True Potential Wealth Management

Huddersfield

FCA verified

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

935

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Chris Jones - True Potential

Huddersfield

FCA verified

My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Athelis Financial Ltd

Huddersfield

FCA verified

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

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Huddersfield

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1764

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Clarity Wealth Limited

Huddersfield

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

Whitehill Financial Management Ltd

Huddersfield

FCA verified

A down-to-earth, friendly, local Chartered Financial Adviser. Investments, savings, pensions, and retirement are my speciality!

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Advies Wealth Ltd

Huddersfield

FCA verified

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

Clients
helped

418

Minimum
wealth

£50k+

Can help with

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.