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

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  • Clarity Wealth Limited

    Featherstone
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    483
    £100k+
    Can help with
    Pensions & retirement
  • The Financial Planning Centre Limited

    Wakefield
    FCA verified
    We offer personalised financial advice to help you build a prosperous financial future. We help you build a comprehensive and flexible financial plan which allows you to meet your goals and aspirations enjoying a secure financial future.
    188
    £50k+
    Can help with
    Pensions & retirement
  • Clarity Wealth Limited

    Pontefract
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    483
    £100k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    Wakefield
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10854
    £0+
    Can help with
    Pensions & retirement
  • Ascot Lloyd

    Wakefield
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    630
    £150k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management

    Castleford
    FCA verified
    Need advice on whether to consolidate your pensions, help in withdrawing tax free cash? I can help answer your pension and retirement planning questions.
    655
    £50k+
    Can help with
    Pensions & retirement
  • Liberate Wealth

    Ossett
    FCA verified
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    53
    £100k+
    Can help with
    Pensions & retirement
  • Matthew Rose at Sandringham Financial Partners

    Ossett
    FCA verified
    Helping you achieve your goals is what drives me as a Sandringham Founding Partner.
    48
    £50k+
    Can help with
    Pensions & retirement
  • Andrew Brown at True Potential Wealth Management

    Pontefract
    FCA verified
    Friendly, investment and retirement planning advice from the comfort of your own home. 18 years experience.
    152
    £0+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management LLP

    Normanton
    FCA verified
    Some of the benefits of using True Potential; Free first meeting via telephone or face to face. Top 3 national advice firm. FCA registered, Lowest advice fees, exceptional funds. Winner of several customer service and platform awards.
    237
    £100k+
    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.