Are you an adviser?
Go to UnbiasedPro

Top 20 Independent Financial Advisers in Yorkshire And The Humber

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised

  • Tony Revans Financial Planning

    Wakefield
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Mosaac (Royston)

    Huddersfield
    Building the picture of your financial security, ensuring you can spend time on the things that really matter.
    23
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Tracy Simpson Financial Planning

    Bingley
    Getting to know you, your family and your goals. Simple and transparent advice personalised to you, provided by a Fellow of the Personal Finance Society and Chartered Financial Planner.
    62
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Mark Lightfoot

    Wakefield
    Retirement and Pension Specialist, Chartered Financial Planner, locally based in Wakefield, over 21-years experience. Call today for a free consultation or informal chat.
    59
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Sandringham Financial Partners

    Killinghall
    We put you in a position where you can make informed decisions about your money. Simple and transparent.
    41
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Old Royle Wealth Management Ltd

    Ilkley
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    889
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Regent Street Advisers Ltd

    Hellaby
    I have 20 years of experience in providing sound financial advice in the areas of Pensions and Investments. Always happy to have a chat without any obligation.
    81
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • True Potential Wealth Management

    Castleford
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    291
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • AFH Wealth Management

    Sheffield
    As Chartered Independent Financial Planners, Thomas Heald provides clear, transparent and affordable financial advice to individuals and corporate clients.
    24
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Old Royle Wealth Management Ltd

    Pudsey
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    889
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
    More
    guides
    More
    guides

  • Kevin Robins - True Potential Wealth Management

    Barnsley
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    114
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Cricket Hill Financial Planning Limited

    Barnsley
    Cricket Hill Financial Planning pride ourselves on giving jargon-free advice to customers across Barnsley and Yorkshire.
    63
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • AFH Wealth Management LTD

    Doncaster
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
    50
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Andrew Hardaker - 2plan wealth management

    Glusburn and cross hills
    We pride ourselves in delivering exceptional service, and helping you to build sound financial plans for now and the future.
    41
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Fairstone Financial Management Ltd

    Sheffield
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5250
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Aeon Financial Services Limited

    Wickersley
    AEON are Independent Financial Advisers providing impartial financial advice & wealth management services to individuals &
    247
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • True Potential Wealth Management LLP

    Barnsley
    I offer a free no obligation initial meeting to establish what my clients need and exactly how I can help. I believe an advisers job is to protect and improve by understanding client needs and providing products and services best suited to meet them.
    63
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • AFH Wealth Management LTD

    Hull
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
    136
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Financial Affairs Ltd

    Grassington
    Expert Holistic Financial Planners.
    81
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Harmony Wealth Management LTD

    York
    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.
    68
    £100k+
    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.