Top 20 Independent Financial Advisers in Cawood

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  • Old Royle Wealth Management Ltd

    Selby
    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
  • True Potential Wealth Management

    Selby
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    306
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    22
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Sherburn in elmet
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    947
    £150k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Sherburn in elmet
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    756
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Companion Financial Planning LLP

    Tadcaster
    We believe in working together with our clients to create a financial plan guiding to achieve financial freedom.
    55
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Bishopthorpe
    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

    York
    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
  • Flying Colours

    York
    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
  • The Financial Planning Centre Limited

    York
    We offer personalised financial advice to help you build a prosperous financial future. We help you build a comprehensive and flexible financial plan which allows you to meet your goals and aspirations enjoying a secure financial future.
    12
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • The Private Office

    York
    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.
    12599
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    York
    As Chartered Independent Financial Planners, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
    24
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Wheldrake
    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.
    75
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    York
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in York, 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
  • Humboldt Financial

    York
    We do more financial planning in 2 hours, than most do in 7 years
    582
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Heslington
    AFH Wealth Management Ltd provides bespoke planning and financial advisory services to individuals and corporate clients.
    11
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    York
    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
    1383
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Regent Street Advisers - David Cole

    York
    Quality advice on Pension, Investment, Long Term Care and Protection needs given in a friendly, professional manner and in a way that you can easily understand.
    18
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Fairburn
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9360
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • G+E Wealth Management

    York
    We help people cut through the jargon and plan for their future. We'll talk to you about where you are now, and where you want to be.
    58
    £0+
    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.