Top 20 Independent Financial Advisers in Yorkshire And The Humber

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  • Armstrong Watson Financial Planning & Wealth Management

    Denby dale
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Beverley
    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.
    43
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Swillington
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    10
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PenLife Chartered Financial Planners

    York
    We’re the first Chartered Financial Planners in Yorkshire to hold the coveted Kite Mark British Standard 8577.
    38
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ebor Financial Planning Ltd

    Kirkburton
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    48
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Dodd Asset Management Limited

    Leeds
    Clear and understandable advice on pensions and investments.
    21
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sebastian Tempest at True Potential

    Otley
    Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what is important.
    11
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Howden
    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.
    33
    £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.
    18
    £50k+
    8.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Philpott Financial Limited

    Denby dale
    We believe great financial advice is at the core of building a more certain financial future for our clients. We aim to provide peace of mind that your financial future is more secure as a result of working with us, which is why we offer a no obligation initial meeting to demonstrate the benefits of becoming a client.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Fairstone Financial Management Ltd

    Wakefield
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Pudsey
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    35
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cleverly Planned Ltd

    Shipley
    Retirement, redundancy and divorce specialists. We can work with you remotely to help you navigate life changes with confidence and peace of mind. No salesy free offers, just quality advice from a Chartered Financial Planner.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Services Ltd

    Bradford
    Leaders in secure remote financial advice - specialising in mortgages, protecting families, retirement & post retirement advice, savings for the future, investments & reducing taxes.
    124
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Harrogate
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    < 10
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Sheffield
    As a Chartered Financial Planning firm, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
    151
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Sheffield
    I provide a bespoke, personal financial planning and advisory service tailored and unique to you. I believe that the cornerstone of effective financial planning is the recognition that everyone’s economic and life situation is unique.
    161
    £20k+
    7.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Raymond James Investment Services

    Hessle
    Welcome to Raymond James Investment Services in Hessle, East Yorkshire. Call us today on - <phone number hidden>
    89
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Central Financial Planning Ltd

    Rotherham
    Award winning chartered financial planning firm giving quality independent advice
    21
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Liversedge
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    40
    £0+
    8.5
    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.