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
As featured in

Chartered independent financial adviser with a demonstrated history of working in the financial services industry. Skilled in Pensions, Life Insurance, Finance, and Investments advice; providing clients with an ongoing service they can trust.
Clients
helped
helped
68
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

Independent advice, done right. At Agile IFA we are here to help you craft a clear long term financial plan.
We'll help you pull your existing financial 'stuff' together, understand where you are now and how you can achieve your ideal future lifestyle.
Clients
helped
helped
82
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

UK’s first fully automated financial adviser.
Get a personalised plan in minutes.
No minimum wealth. No jargon. No pressure.
Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
helped
2615
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

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
helped
52
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
helped
1156
Minimum
wealth
wealth
£250k+
Meet the team
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

UK’s first fully automated financial adviser.
Get a personalised plan in minutes.
No minimum wealth. No jargon. No pressure.
Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
helped
2615
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
helped
1156
Minimum
wealth
wealth
£250k+
Meet the team
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
helped
3023
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Pensions & retirement
Investments
Savings

Greenleaf Financial Solutions have been providing financial advice for over two years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Financial planning
Insurance & protection
Savings
As featured by
Frequently Asked Questions about Financial Advisers in York
