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

I need advice on
Total assets
My postcode
First meeting is free

  • Clarity Wealth Limited

    Wakefield
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    942
    £100k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Pontefract
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    942
    £100k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    South kirkby and moorthorpe
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    942
    £100k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Sebastian Tempest at True Potential

    Castleford
    FCA verified
    I have been helping my clients with their investments, pension & retirement planning, including Defined Benefit advice, since 2003. Please do get in touch and I will be delighted to help you achieve your financial goals.
    24
    £100k+
    Can help with
    Pensions & retirement

  • Olive Tree Wealth Management Ltd

    Ossett
    FCA verified
    We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
    76
    £50k+
    Can help with
    Pensions & retirement

  • Phil Anderson Financial Services Ltd

    Ossett
    FCA verified
    Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
    1919
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Wakefield
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    942
    £100k+
    Can help with
    Pensions & retirement

  • Regent Street Advisers - David Cole

    Crofton
    FCA verified
    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)
    45
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Wakefield
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    13010
    £0+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Castleford
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1194
    £150k+
    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.