Top 20 Independent Financial Advisers in North Yorkshire

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  • Olive Tree Wealth Management Ltd

    Selby
    We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
    31
    £0+
    7.0
    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.
    11378
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • RMP Financial LLP

    Knaresborough
    We are an established firm of Chartered Financial Planners who are committed to providing Independent Financial Advice you can trust.
    92
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Fairstone Group Ltd

    Knaresborough
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6639
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • ALL SAINTS FINANCIAL LLP

    Sharow
    At All Saints our staff have a wealth of experience going back 30 years. Trust and Integrity is our key.
    198
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Phil Anderson Financial Services Ltd

    Harrogate
    Professional Adviser Awards - Winners 2022 Finance Awards 2018 - Independent Financial Advisors of the Year
    24
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Integral Financial Planning

    Stamford bridge
    At Integral Financial Planning we strive to take all the details, complexities, myths and hassles from your financial plans and create simple, understandable solutions that do one thing – put you in a better position financially.
    13
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gale and Phillipson

    Northallerton
    Personal & corporate financial planning advice at clear and reasonable rates; Assurances in handling your finances with a friendly approach.
    41
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Private Client Advisers

    Knaresborough
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    12
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Bradleys both
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    894
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Walker Crips Wealth Management

    Stillington
    Helping you make the most of your money, plan for the future and protect what you already have.
    85
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group Ltd

    Harrogate
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6639
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Ripon
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    894
    £50k+
    7.0
    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.
    45
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Pickering
    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.
    114
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imagine FP Ltd

    Harrogate
    Will you outlive your money or will your money outlive you ? Specialists in retirement planning, supporting business owners and successful individuals to understand their options at retirement, serving clients for over 20 years.
    < 10
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Storrs Wealth Planning

    Settle
    I am a Chartered Independent Financial Planner who specializes in Investment, Retirement and Estate Planning advice.
    25
    £250k+
    10.0
    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
  • Financial Affairs Ltd

    Grassington
    Expert Holistic Financial Planners.
    141
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandringham Financial Partners

    Harrogate
    We put you in a position where you can make informed decisions about your money. Simple and transparent.
    45
    £50k+
    7.0
    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.