Top 20 Independent Financial Advisers in Sherburn In Elmet

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  • Armstrong Watson Financial Planning & Wealth Management

    Sherburn in elmet
    We are a firm of Chartered Financial Planners who have been providing advice to clients approaching 50 years across Cumbria, Yorkshire, Northumberland and Scotland.
    894
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Financial Planning Centre Limited

    Sturton grange
    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.
    34
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Leeds
    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.
    15939
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • True Potential Wealth Management

    Castleford
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    400
    £50k+
    7.0
    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.
    56
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Darren Brock - True Potential Wealth Management

    Castleford
    For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
    22
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Fensham Howes Ltd

    Bramham and oglethorpe
    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
  • 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.
    400
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Olive Tree Wealth Management Ltd

    Leeds
    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
  • AFH Wealth Management LTD

    Swillington
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
    55
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lighthouse Financial Advice Limited

    Leeds
    Local, Face to Face or telephone. Affordable, Expert Financial Advice, I am a pension transfer specialist which means I am qualified to give advice on final salary & defined benefit pension transfers as well personal pensions, investments, life assurance
    82
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Pontefract
    Retirement and Pension Specialist, Chartered Financial Planner, locally based in Wakefield and Pontefract, over 22-years experience. Call today for a free consultation or informal chat.
    48
    £50k+
    9.3
    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.
    31
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oakworth Financial Planning Ltd

    Pontefract
    We provide retirement planning, life cover and investment advice for people in the local area. Our philosophy is to help people to feel confident about their finances, to be clear about how much money they have, and what they can do with it.
    58
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group Ltd

    Leeds
    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+
    7.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Leeds
    We're experts, we care, we're here so you can protect the life you love.
    465
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Kippax Financial Services Ltd

    Leeds
    Whether it's a mortgage, pension or investment get professional expert advice and avoid DIY mistakes
    180
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Leeds
    We are a firm of Chartered Financial Planners who have been providing advice to clients approaching 50 years across Cumbria, Yorkshire, Northumberland and Scotland.
    894
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Private Client Advisers

    Boston spa
    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
  • LJ Financial Planning - Jonathan Sharp

    Boston spa
    We provide independent financial advice to help individuals plan for their financial futures. This is supported within the firm by compliance, technical, paraplanning, sales support and finance teams to deliver the best possible solutions for clients.
    31
    £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.