Top 10 Independent (IFAs) & Restricted Financial Advisers in South Kirkby And Moorthorpe

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  • Phil Anderson Financial Services Ltd

    South elmsall
    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
    1415
    £50k+
    Can help with
    Pensions & retirement

  • John Carter at True Potential Wealth Management

    South elmsall
    FCA verified
    True Potential is a top UK advisory firm offering exceptional financial planning. Our extensive team delivers personalized, face-to-face service across the UK, including Scotland and Northern Ireland. FCA authorised and regulated.
    45
    £0+
    Can help with
    Pensions & retirement

  • RDS Financial Planning

    Rotherham
    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
    290
    £0+
    Can help with
    Pensions & retirement
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  • Horbury Financial Services Limited

    Ackworth
    FCA verified
    Horbury Financial Services Ltd is a trusted, well established business offering a one stop financial solution to clients.
    50
    £50k+
    Can help with
    Pensions & retirement

  • Arcus Wealth - Jonathan Sharp

    Rotherham
    FCA verified
    We are a fully independent, regulated and authorised by the Financial Conduct Authority. By not being tied to one particular provider, we have the freedom to make recommendations based on what’s right for your situation and provide the best outcome.
    280
    £0+
    Can help with
    Pensions & retirement

  • Regent Street Advisers

    Rotherham
    FCA verified
    Quality advice on Pension, Investment, Equity Release and Protection needs given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 15/02/2024
    76
    £0+
    Can help with
    Pensions & retirement

  • Collaborative Wealth

    Barnsley
    FCA verified
    My reputation is based on sound financial advice and meeting client needs. I am totally independent and ready to help
    125
    £0+
    Can help with
    Pensions & retirement

  • RDS Financial Planning

    Barnsley
    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
    290
    £0+
    Can help with
    Pensions & retirement

  • Ian Bagshaw - Fairstone Financial Management

    Barnsley
    FCA verified
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    237
    £100k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Featherstone
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    771
    £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.