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

Find the best FCA regulated financial advisers in Lockwood. Get expert help near you with pensions, investments, retirement planning and more.
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  • Regent Street Advisers

    Huddersfield
    FCA verified
    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
    109
    £50k+
    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 - 2021 | 2022 | 2023 | 2024 Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
    101
    £100k+
    Can help with
    Pensions & retirement

  • TheWealthPoint

    Huddersfield
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2717
    £50k+
    Can help with
    Pensions & retirement
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  • Ascot Lloyd

    Huddersfield
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1615
    £150k+
    Can help with
    Pensions & retirement

  • Agile Independent Financial Advice Ltd

    Huddersfield
    FCA verified
    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.
    51
    £150k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Huddersfield
    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 & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14160
    £0+
    Can help with
    Pensions & retirement

  • Mosaac (Royston)

    Huddersfield
    FCA verified
    Building the picture of your financial security, ensuring you can spend time on the things that really matter.
    205
    £100k+
    Can help with
    Pensions & retirement

  • WealthConnect Financial Planning

    Huddersfield
    FCA verified
    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.
    382
    £50k+
    Can help with
    Pensions & retirement

  • Advies Wealth Ltd

    Huddersfield
    FCA verified
    We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
    348
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    39
    £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.