Top 20 Independent Financial Advisers in South Yorkshire

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  • KW Wealth Planning Ltd

    Grimsby
    We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Philcox - True Potential Wealth Management

    Histon
    I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.
    20
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Susan Hill Financial Planning

    St albans
    Making money work harder. Working with people aged 50+ who need their investment and pension portfolio to provide financial security for a satisfying lifestyle and a rewarding retirement.
    63
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers

    Cringleford
    At Quilter Financial Adviserswe specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients
    56
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Reading
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PSA Financial Services - Glen Coleman

    Cranwell brauncewell and byards leap
    My true passion comes from building lasting relationships with individuals and helping them achieve their long-term financial goals through pension, investment, and retirement planning.
    31
    £20k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    St albans
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    12
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Tunbridge wells
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    14
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wren Sterling

    Penylan
    Thousands of people across the UK rely on Wren Sterling for financial planning help. We specialise in pensions, investments, protection and estate planning, helping people to achieve their long-term financial objectives. We're independent too!
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tim Caldwell Financial services

    Ffestiniog
    I am passionate about high quality, face to face, independent financial advice, tailoring my recommendations to individuals' personal financial needs.
    72
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Castra Financial Ltd

    Caerleon
    We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
    143
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lifetime IFA

    Upottery
    Independent financial advisers providing advice for all personal finance objectives including Pensions, Investments & Inheritance Tax. We aim to help all our clients achieve their financial goals by delivering honest, realistic and expert advice.
    16
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Reading
    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.
    74
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kingsmarque Wealth Management

    Little eversden
    We help to create sound and comprehensive financial plans so that you can live out the retirement of your dreams
    29
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dexterity

    Edinburgh
    With so many financial advisers to choose from, why would you come to us? We hold ourselves accountable to a code of conduct, which in summary pledges, "Nothing will we say or do, that we wouldn't appreciate you saying or doing to us".
    19
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Resolve Financial Solutions

    Weybridge
    Our aim is simple, yet incredibly effective: helping you to gain your financial wellbeing. We want to help you reconnect with your finances whilst providing the best possible customer service and making clients feel proud that they are making a difference. We are here to demystify finances: no suits, no jargon, no corporate-speak, no hard sell, no hidden fees. As a client you should feel listened to, respected, understood and above all sleep well at night having the confidence that your money is in the right place.
    91
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent Ltd

    Glasgow
    I have 31 years experience in helping my clients achieve their financial goals in the forever changing world of Finance.
    66
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Piccadilly Wealth Management

    Chelmsford
    Friendly, expert advice over the telephone, video call or face to face.
    21
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Price Ferguson

    Guildford
    Honest, reliable and friendly local advice
    90
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Sevenoaks
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    38
    £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.