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

I need advice on
Total assets
My postcode
First meeting is free
  • Regent Street Advisers - David Cole

    York
    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 Wealth Limited & Quilter Mortgage Planning Limited. (14/12/2022)
    42
    £0+
    Can help with
    Pensions & retirement
  • Clarity Wealth Limited

    York
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    462
    £100k+
    Can help with
    Pensions & retirement
  • Walker Crips Financial Planning Limited

    York
    FCA verified
    We know your goals & life journey are unique to you so we never take a one-size-fits-all approach to providing advice. It is important to us to provide advice which can be trusted & on the matters that are central to you, your family & even your business
    153
    £150k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Clarity Wealth Limited

    York
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    462
    £100k+
    Can help with
    Pensions & retirement
  • Abacus Associates Financial Services Ltd

    Haxby
    FCA verified
    I build long term relationships with my clients and their families, ensuring they receive the best advice and service
    28
    £0+
    Can help with
    Pensions & retirement
  • Ascot Lloyd

    York
    FCA verified
    We offer a range of financial services to cater to your specific needs. We understand that every individual has unique financial goals and circumstances, and our job is to consider all options and help you develop lifetime financial plans
    611
    £150k+
    Can help with
    Pensions & retirement
  • Ascot Lloyd

    Naburn
    FCA verified
    We offer a range of financial services to cater to your specific needs. We understand that every individual has unique financial goals and circumstances, and our job is to consider all options and help you develop lifetime financial plans
    611
    £150k+
    Can help with
    Pensions & retirement
  • Arcus Wealth - Jonathan Sharp

    Rawcliffe
    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.
    192
    £50k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    York
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1715
    £50k+
    Can help with
    Pensions & retirement
  • YorWealth Ltd

    York
    FCA verified
    YorWealth help clients and their families plan for a better future. We play a crucial role in helping our clients understand what they want, when they want it, and how to get there.
    60
    £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.