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

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  • Walker Crips Investment Management

    Shadwell
    FCA verified
    Investment management Offering discretionary bespoke, discretionary model portfolios, advisory managed and advisory dealing services to our clients.
    < 10
    £100k+
    Can help with
    Financial planning
  • Live Smart Financial Planning

    Harewood
    FCA verified
    Across our team we have over 50 years of experience in helping people to enjoy a better lifestyle, without fear of running out of money. We passionately believe that the power of Lifestyle Financial Planning can change people’s lives.
    11
    £250k+
    Can help with
    Pensions & retirement
  • 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
    276
    £0+
    Can help with
    Pensions & retirement
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  • Clarity Wealth Limited

    Leeds
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    594
    £100k+
    Can help with
    Pensions & retirement
  • RDS Financial Planning

    Harewood
    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
    276
    £0+
    Can help with
    Pensions & retirement
  • Ed at V-Financial

    Leeds
    FCA verified
    I pride myself in providing my clients with a professional and bespoke financial advice service. My clients include medical professionals, employed and self employed individuals, families & businesses.
    50
    £50k+
    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
  • 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.
    29648
    £100k+
    Can help with
    Pensions & retirement
  • Chris Lang - Alexander House Financial Planning Ltd

    Leeds
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    78
    £50k+
    Can help with
    Pensions & retirement
  • AAB Wealth Chartered Financial Planners

    Alwoodley
    FCA verified
    Giving you confidence in your financial future
    479
    £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.

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