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

Find the best FCA regulated financial advisers in Upton. Get expert help near you with pensions, investments, retirement planning and more.
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  • Clarity Wealth Limited

    South kirkby and moorthorpe
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    1195
    £150k+
    Can help with
    Pensions & retirement

  • Rebecca Taylor at Arcus Wealth

    Hemsworth
    FCA verified
    Rebecca offers advice on all aspects of financial services, including investments and savings, pensions and retirement income, Inheritance Tax planning, insurance and protection, Wills and Estate Planning.
    36
    £50k+
    Can help with
    Pensions & retirement

  • 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
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  • Hymans Robertson Personal Wealth

    Featherstone
    FCA verified
    Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
    183
    £100k+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Pontefract
    FCA verified
    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.
    848
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Featherstone
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    1195
    £150k+
    Can help with
    Pensions & retirement

  • Ian Bagshaw - Fairstone Financial Management

    Featherstone
    FCA verified
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    376
    £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)
    49
    £0+
    Can help with
    Pensions & retirement

  • WealthConnect Financial Planning

    Doncaster
    FCA verified
    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.
    382
    £50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management

    Castleford
    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.
    914
    £50k+
    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.