Top 10 Independent (IFAs) & Restricted Financial Advisers in Chapel Allerton

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  • KJA Financial Services Ltd

    Leeds
    FCA verified
    KJA Provides A comprehensive, no obligation FREE REVIEW of your pensions and investments.
    17
    £0+
    Can help with
    Pensions & retirement
  • Wealth Aspirations

    Leeds
    FCA verified
    We have over 60 years experience advising clients. Pensions, drawdown, tax and investments are my speciality. We can do appointments over Zoom if you prefer to the usual face-to-face format.
    56
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Leeds
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30531
    £100k+
    Can help with
    Pensions & retirement
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  • RDS Financial Planning

    Leeds
    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
  • Clarity Wealth Limited

    Leeds
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    649
    £150k+
    Can help with
    Pensions & retirement
  • Gee 7 Wealth

    Leeds
    FCA verified
    Financial wellbeing is just as important as your health - what's your level of financial well being?
    22
    £50k+
    Can help with
    Pensions & retirement
  • Titan Financial Planning

    Leeds
    FCA verified
    We review your needs and priorities, often working with other professional advisers to gain a detailed understanding of your situation, objectives and attitude to risk. This allows us to structure the right solutions to achieve your financial goals.
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (North East & Midlands)

    Leeds
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    282
    £250k+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (North East & Midlands)

    Leeds
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    282
    £250k+
    Can help with
    Pensions & retirement
  • Ascot Lloyd

    Leeds
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    766
    £150k+
    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.