Top 20 Independent Financial Advisers in South Yorkshire

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  • Abbey Lane Financial Associates Limited

    Bradfield
    Abbey Lane Financial Associates Limited is a successful, well-established Independent Financial Services company, which offers impartial financial planning advice.
    42
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Sheffield
    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.
    15986
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Barnsley
    Retirement and Pension Specialist, Chartered Financial Planner, locally based in South Yorkshire, over 22-years experience. Call today for a free consultation or informal chat or if you just wanted to sense check your retirement planning ideas.
    27
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • The Pension Planner

    Sheffield
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sheffield, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    4087
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ian Bagshaw - Fairstone Financial Management

    Sheffield
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    77
    £0+
    9.0
    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

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  • Hamnett Wealth Management - Chartered Financial Planners

    Sheffield
    We are a Chartered firm of Independent Financial advisors. We have been awarded the Pension Transfer Gold Standard by the Chartered Insurance institute. We are actually based in Sheffield, unlike firms that market themselves from other UK locations.
    33
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    1901
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Almond Financial ltd

    Rotherham
    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.
    274
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Collaborative Wealth

    Barnsley
    My reputation is based on sound financial advice and meeting client needs. I am totally independent and ready to help
    107
    £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.
    233
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Sheffield
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6654
    £0+
    7.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Nick Davies - Alexander House Financial Planning Ltd

    Sheffield
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    192
    £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
  • The Private Office

    Ecclesfield
    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.
    15986
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Sheffield
    Retirement and Pension Specialist, Chartered Financial Planner, locally based in Sheffield, over 21-years experience. Call today for a free consultation or informal chat.
    22
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Andrew Jones

    Barnsley
    Fully qualified professional independent financial adviser with over 25 years experience offering friendly impartial advice for individuals and corporate clients.
    98
    £0+
    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.
    511
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Sheffield
    Retirement and Pension Specialist, Chartered Financial Planner, based in Sheffield, over 22-years experience. Call today for a free consultation or informal chat.
    54
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Sheffield
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    193
    £150k+
    9.3
    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.