Are you an adviser? Go to Unbiased Pro
Login

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

Find the best FCA regulated financial advisers in York. Get expert help near you with pensions, investments, retirement planning and more
York
Richard Ward - Quilter Financial Advisers

Richard Ward - Quilter Financial Advisers

York
Initial consultation free
FCA verified
Restricted
Helping you plan for a secure future while enjoying life today. Professional advice on pensions, investments, protection and legacy planning, focused on clarity, confidence and financial wellbeing.
Clients
helped
37
Minimum
wealth
£50k+
Meet the team
Richard Ward
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
PenLife Chartered Financial Planners

PenLife Chartered Financial Planners

York
Initial consultation free
FCA verified
Independent
You don’t need to feel nervous about getting help with your wealth. Our dedicated team of experts offer friendly, down-to-earth advice that gets results. It’s a holistic approach that supports your life, not just your finances.
Clients
helped
107
Minimum
wealth
£100k+
Meet the team
Deborah Jacobs
Thomas Hughes
Louis Maddison
Adam Dent
James Wadsworth
+4
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
The Pension Planner

The Pension Planner

York
Initial consultation free
FCA verified
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in York helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
Clients
helped
5702
Minimum
wealth
£100k+
Meet the team
Andrew Hursthouse
Nicholas Pratt
Dave Garforth
Shane Kao
Craig Holland
+1
Can help with
Pensions & retirement
Business
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Haxby
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3552
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Harmony Wealth Management LTD

Harmony Wealth Management LTD

Naburn
Initial consultation free
FCA verified
Independent
The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
Clients
helped
378
Minimum
wealth
£100k+
Meet the team
Neil Smith
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Martin Fahy at Quilter Financial Advisers

Martin Fahy at Quilter Financial Advisers

York
Initial consultation free
FCA verified
Restricted
Clear, financial advice with one goal: helping you make the most of your money and your future.
Clients
helped
17
Minimum
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
rs

Regent Street Advisers - David Cole

York
Initial consultation free
FCA verified
Restricted
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)
Clients
helped
51
Minimum
wealth
£0+
Meet the team
D
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Abacus Associates Financial Services Ltd

Abacus Associates Financial Services Ltd

Haxby
Initial consultation free
FCA verified
Independent
I build long term relationships with my clients and their families, ensuring they receive the best advice and service
Clients
helped
28
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Abacus Associates Financial Services Ltd

Abacus Associates Financial Services Ltd

Copmanthorpe
Initial consultation free
FCA verified
Independent
I build long term relationships with my clients and their families, ensuring they receive the best advice and service
Clients
helped
28
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Clarity Wealth Limited

Clarity Wealth Limited

York
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1474
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Frequently Asked Questions about Financial Advisers in York