Top 20 Independent Financial Advisers in Harrogate

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  • Utopia Financial Planning

    Harrogate
    UK top-rated Independent Financial Planners specialising in pre and post retirement financial planning for individuals and small businesses
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Harrogate
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    12
    £0+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Arlo Group

    Harrogate
    Independent, client-focused financial advice. Friendly, professional and trusted.
    16
    £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.
    34
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sebastian Tempest at True Potential

    Harrogate
    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
  • Budge & Company Limited

    Harrogate
    Our dedicated team will be happy to discuss ways to meet your individual needs, ensuring your long term financial security
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Harrogate
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    < 10
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aries Wealth Management Limited

    Harrogate
    < 10
    £250k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wren Sterling

    Harrogate
    We're an Independent Financial Adviser, working with private individuals to manage pensions, investments, protection and retirement planning requirements.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tracy Simpson Financial Planning

    Harrogate
    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.
    28
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • The Private Office

    Harrogate
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    23
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ellis Bates Financial Advisers

    Harrogate
    With professionalism and integrity we are committed to helping you achieve your financial goals during all stages of your life.
    23
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Harrogate
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
    49
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fensham Howes Ltd

    Harrogate
    Experts in strategic financial management with individual client relationships stretching back over 25 years. Impartial, professional, helpful.
    < 10
    £250k+
    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
  • Flying Colours & Partners

    Harrogate
    12
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Seventy Financial Planning

    Harrogate
    Chris's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
    63
    £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.
    90
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Trusted Financial Planning Limited

    Harewood
    Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SMG F.S Ltd

    Harewood
    We help our clients - - Avoid making costly financial mistakes - Improve investment returns - Access the whole market
    < 10
    £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.