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

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  • Prosperity Financial Planning

    Otley
    FCA verified
    Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions.
    72
    £100k+
    Can help with
    Pensions & retirement
  • Prosperity Financial Planning

    Leeds
    FCA verified
    Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions.
    72
    £100k+
    Can help with
    Pensions & retirement
  • AAB Wealth Chartered Financial Planners

    Leeds
    FCA verified
    Giving you confidence in your financial future
    412
    £250k+
    Can help with
    Pensions & retirement
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  • Clarity Wealth Limited

    Burley
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    462
    £100k+
    Can help with
    Pensions & retirement
  • Clarity Wealth Limited

    Leeds
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    462
    £100k+
    Can help with
    Pensions & retirement
  • Raymond James, Thorpe Park Leeds

    Leeds
    FCA verified
    We are passionate about providing bespoke investment solutions to business people and their families, helping our clients to achieve their long term financial goals with insight and integrity.
    < 10
    £250k+
    Can help with
    Pensions & retirement
  • Prosperity Financial Planning

    Leeds
    FCA verified
    Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions.
    72
    £100k+
    Can help with
    Pensions & retirement
  • Simpson Wood (Financial Services) Limited

    Leeds
    FCA verified
    As Independent Financial Advisers with a broad range of experience and expertise, we are proud to offer wholly independent advice. It is our firm belief in providing all clients with bespoke advice; therefore, advice is unique to each client.
    167
    £0+
    Can help with
    Pensions & retirement
  • RDS Financial Planning

    Rawdon
    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
    236
    £0+
    Can help with
    Pensions & retirement
  • Aries Wealth Management Limited

    Bramhope
    FCA verified
    24
    £250k+
    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.