Top 20 Independent Financial Advisers in Catcliffe

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  • Central Financial Planning Ltd

    Rotherham
    Award winning chartered financial planning firm giving quality independent advice
    21
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ian Bagshaw - Fairstone Financial Management

    Rotherham
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    New adviser
    £0+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Craig Williams – 2Plan Wealth Management Ltd

    Sheffield
    A fully qualified Independent Financial Adviser with over 20 years' experience offering friendly impartial advice for individuals and corporate clients.
    16
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • V Financial

    Rotherham
    Providing experienced financial advice - friendly, ethical, knowledgeable, and professional. V-Financial ltd an appointed representative of Quilter Financial Planning solutions ltd can assist in all areas of your financial needs.
    27
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Sheffield
    Retirement and Pension Specialist, Chartered Financial Planner, locally based in Sheffield, over 21-years experience. Call today for a free consultation or informal chat.
    17
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Wickersley
    Retirement and Pension Specialist, Chartered Financial Planner, Sheffield, Rotherham & Doncaster based, over 21-years experience. Call today for a free consultation or informal chat.
    82
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pace Financial Management Ltd

    Sheffield
    Friendly Unbiased Jargon Free Independant Advice From Advisors with over 200 years Combined Experience
    70
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aeon Financial Services Limited

    Wickersley
    AEON are Independent Financial Advisers providing impartial financial advice & wealth management services to individuals &
    259
    £0+
    7.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Rotherham
    At AFH, we're with you on your journey, all the way.
    12
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Sheffield
    As Chartered Independent Financial Planners, Thomas Heald provides clear, transparent and affordable financial advice to individuals and corporate clients.
    24
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
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  • Wren Sterling in partnership with Nottingham Building Society

    Sheffield
    We've worked with Nottingham Building Society for many years, helping thousands of customers make informed financial planning decisions
    76
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Sheffield
    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
    1381
    £0+
    7.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Bramley
    We're experts, we care, we're here so you can protect the life you love.
    195
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • SHORTS

    Sheffield
    Best Private Client Tax Practice - Tolley's Taxation Awards 2020. Est in 1890, we are Chartered Financial Planners providing independent, financial advice to individuals, businesses and trustees. Helping them create, manage and preserve their wealth
    139
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Sheffield
    As a Chartered Financial Planning firm, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
    184
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Milestone Financial Planning

    Sheffield
    We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
    147
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harmony Wealth Management LTD

    Sheffield
    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
  • Regent Street Advisers Ltd

    Hellaby
    I have 20 years of experience in providing sound financial advice in the areas of Pensions and Investments. Always happy to have a chat without any obligation.
    91
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Westcourt Financial Services Limited

    Sheffield
    A professional service with utmost honesty, integrity and confidentiality tailored to your individual needs and requirements.
    25
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KW Wealth Planning Ltd

    Sheffield
    We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
    57
    £100k+
    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.