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

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  • Mosaac (Royston)

    Huddersfield
    FCA verified
    Building the picture of your financial security, ensuring you can spend time on the things that really matter.
    122
    £50k+
    Can help with
    Pensions & retirement

  • Andrew Brown at True Potential Wealth Management

    Huddersfield
    FCA verified
    Friendly, investment and retirement planning advice from the comfort of your own home. 18 years experience.
    211
    £100k+
    Can help with
    Pensions & retirement

  • Retirement Solutions (UK) Ltd

    Huddersfield
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4818
    £0+
    Can help with
    Pensions & retirement
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  • Olive Tree Wealth Management Ltd

    Huddersfield
    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.
    64
    £50k+
    Can help with
    Pensions & retirement

  • RDS Financial Planning

    Huddersfield
    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

  • Becketts FS Ltd

    Huddersfield
    FCA verified
    🏆 Advice Firm of the Year 2023 (Professional Adviser) 🏆 Advice Firm of the Year 2022 (Money Marketing) 🏆 New Model Adviser Top100 - 2020 | 2021 | 2022 | 2023 Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
    77
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Huddersfield
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11742
    £0+
    Can help with
    Pensions & retirement

  • 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.
    747
    £50k+
    Can help with
    Pensions & retirement

  • Slater Financial Ltd

    Huddersfield
    FCA verified
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    1072
    £100k+
    Can help with
    Pensions & retirement

  • Harmony Wealth Management LTD

    Huddersfield
    FCA verified
    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.
    251
    £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.