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Top 20 Independent Financial Advisers in Yorkshire And The Humber

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  • Retirement Solutions (UK) Ltd

    Holme valley
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers.
    1798
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • AFH Wealth Management

    York
    As Chartered Independent Financial Planners, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
    24
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Cheetham Jackson Independent Financial Advisers

    Todmorden
    We are an independent financial planning business with a drive and dedication to deliver excellent financial planning to our clients. At the heart of our proposition is our belief that clients deserve an excellent, high level of service.
    34
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Retirement Solutions (UK) Ltd

    Sheffield
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers.
    1798
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Flying Colours

    Ilkley
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11005
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • True Potential Wealth Management

    Bradford
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    390
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • V-Financial Limited

    Rossington
    Providing professional investment advice to clients across the Yorkshire area.
    52
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Financial Planning Centre Limited

    York
    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.
    27
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Mark Hinchliffe - Sandringham Financial Partners

    Leeds
    I strive to provide "Goals Based Advice" to help my clients to lead a desirable lifestyle, not only in retirement but also whilst they are still working. Whether that be to fund a round-the-world trip, schooling and university for their children or even a holiday-home or boat.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • My Pension Expert

    Doncaster
    We are diploma qualified IFA's specialising in options at retirement. See our 5-star reviews at independent review site Trustpilot.
    13
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Private Office

    York
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    15347
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Wren Sterling

    Harrogate
    We're an Independent Financial Adviser, working with private individuals to manage pensions, investments, protection and retirement planning requirements.
    594
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • V-Financial Limited

    Barnsley
    Providing professional investment advice to clients across the Yorkshire area.
    52
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Almond Financial ltd

    Bubwith
    We guide people towards a better understanding of their financial situation and personal options with integrity and care. We have advisers throughout the UK. We provide no cost, no commitment initial meetings at a location that suits you.
    255
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Humboldt Financial

    York
    Do you want to work with an adviser that Unbiased have featured? Read more here: <url hidden>
    965
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Ian Bagshaw - Fairstone Financial Management

    Leeds
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    60
    £0+
    8.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Tamer Beshara - True Potential

    Crowle and ealand
    I am a fully qualified and regulated Financial and Mortgage Adviser. My role is to help you making all the right financial decisions that would impact on your life now or in the future.
    15
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Harmony Wealth Management LTD

    Leeds
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    103
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Slater Financial Ltd

    Silkstone
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    485
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Ashwood Law Wealth Management

    Silsden
    For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management and Life Cover.
    38
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    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.