Top 20 Independent Financial Advisers in Castley

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  • 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
  • Fairstone Financial Management Ltd

    Alwoodley
    UK top-rated Independent Financial Planners specialising in pre and post retirement financial planning for individuals and small businesses
    137
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Christopher Little & Co

    Otley
    We help clients to achieve and maintain their desired lifestyle. Our aim is to deliver financial peace of mind, at every stage of life.
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Leeds
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    947
    £150k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Reward Financial Services Ltd.

    Leeds
    I am fully independent, professional and highly qualified and offer a holistic approach to financial planning needs.
    163
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hart Wealth Management

    Otley
    I have over 34 years experience and I am not tied to any company. See my website for testimonials.
    36
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Otley
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9354
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tracy Simpson Financial Planning

    Otley
    Getting to know you, your family and your goals. Simple and transparent advice personalised to you, by a Fellow of the Personal Finance Society and Chartered Financial Planner.
    68
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Alwoodley
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    756
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Otley
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    756
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Flying Colours

    Alwoodley
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9354
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Collaborative Wealth Limited

    Leeds
    We value the trust and loyalty our clients have always shown us.
    27
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Leeds
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5498
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harmony Wealth Management LTD

    Leeds
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    76
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Harrogate
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9354
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Leeds
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    947
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Leeds
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Leeds, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3689
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lazenbys Financial Services

    Leeds
    Worried you might run out of income in retirement? Let us take away your worries.
    87
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Leeds
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    37
    £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.
    90
    £250k+
    10.0
    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.