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

Find the best FCA regulated financial advisers in Wakefield. Get expert help near you with pensions, investments, retirement planning and more
Wakefield, West Yorkshire
rs

Regent Street Advisers - David Cole

Crofton
Initial consultation free
FCA verified
Restricted
Quality advice on Pension, Investment, Long Term Care and Protection needs given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. (14/12/2022)
Clients
helped
51
Minimum
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Liberate Wealth

Liberate Wealth

Ossett
Initial consultation free
FCA verified
Independent
As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
Clients
helped
97
Minimum
wealth
£50k+
Meet the team
Karl Wareing
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Wakefield
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15103
Minimum
wealth
£0+
Meet the team
Jonathan Garnett
Ray Garnett
Darron Whitehead
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
SFL Wealth Management

SFL Wealth Management

Pontefract
Initial consultation free
FCA verified
Independent
Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
941
Minimum
wealth
£50k+
Meet the team
Nigel Ogden
Tony Stevens
Paul Golding
Marc Standish
Can help with
Pensions & retirement
WealthConnect Financial Planning

WealthConnect Financial Planning

Normanton
Initial consultation free
FCA verified
Independent
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.
Clients
helped
490
Minimum
wealth
£100k+
Meet the team
Jamie Sanderson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
True Potential Wealth Management

True Potential Wealth Management

Castleford
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
952
Minimum
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
RDS Financial Planning

RDS Financial Planning

Wakefield
Initial consultation free
FCA verified
Independent
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
Clients
helped
401
Minimum
wealth
£0+
Meet the team
Rob Simpson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Clarity Wealth Limited

Clarity Wealth Limited

Wakefield
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1472
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Liberate Wealth

Liberate Wealth

Wakefield
Initial consultation free
FCA verified
Independent
As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
Clients
helped
97
Minimum
wealth
£50k+
Meet the team
Karl Wareing
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Horbury Financial Services Limited

Horbury Financial Services Limited

Wakefield
Initial consultation free
FCA verified
Independent
Horbury Financial Services Ltd is a trusted, well established business offering a one stop financial solution to clients.
Clients
helped
50
Minimum
wealth
£50k+
Meet the team
Tim Heggett
Lynne Ward
S
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Frequently Asked Questions about Financial Advisers in Wakefield