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

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  • 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.
    284
    £250k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management

    Leeds
    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
  • MPI Financial Advice

    Leeds
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4175
    £0+
    Can help with
    Pensions & retirement
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  • 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.
    772
    £150k+
    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.
    772
    £150k+
    Can help with
    Pensions & retirement
  • The Pension Planner

    Leeds
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Leeds, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
    5335
    £100k+
    Can help with
    Pensions & retirement
  • Eastwood Financial Services Ltd

    Leeds
    FCA verified
    Giving you financial freedom.
    111
    £150k+
    Can help with
    Pensions & retirement
  • Edward Lane of AFH Group

    Leeds
    FCA verified
    My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. I want to get to know you and help to debunk the often overly technical world of financial advice.
    142
    £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.
    30561
    £100k+
    Can help with
    Pensions & retirement
  • MPI Financial Advice

    Leeds
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4175
    £0+
    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.