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

I need advice on
Total assets
My postcode
First meeting is free

  • Abacus Associates Financial Services Ltd

    Copmanthorpe
    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

  • Clarity Wealth Limited

    York
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    652
    £150k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Bishopthorpe
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    652
    £150k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • 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
    2248
    £50k+
    Can help with
    Pensions & retirement

  • Moneyweb Limited

    York
    FCA verified
    We are independent financial advisers, which means our duty is solely to you – our client.
    343
    £100k+
    Can help with
    Pensions & retirement

  • The Financial Planning Centre Limited

    York
    FCA verified
    We offer personalised financial advice to help you build a prosperous financial future. We help you build a comprehensive and flexible financial plan which allows you to meet your goals and aspirations enjoying a secure financial future.
    200
    £50k+
    Can help with
    Pensions & retirement

  • 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)
    43
    £0+
    Can help with
    Pensions & retirement

  • Raymond James, Thorpe Park Leeds

    York
    FCA verified
    We are passionate about providing bespoke investment solutions to business people and their families, helping our clients to achieve their long term financial goals with insight and integrity.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Fulford
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    652
    £150k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    York
    FCA verified
    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!
    5335
    £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.