Top 20 Independent Financial Advisers in Sheffield

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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
    12
    £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
    30
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Sheffield
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sheffield, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    210
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tamer Beshara - Camargue Wealth Limited

    Sheffield
    I seek ways to make a positive differences in peoples’ lives by protecting those who matter most to them, preserving and increase their wealth.
    < 10
    £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.
    57
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Sheffield
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    15
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Nick Davies - Alexander House Financial Planning Ltd

    Sheffield
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    17
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Sheffield
    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.
    32
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
    131
    £0+
    7.0
    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
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • The Money Map (Financial Navigation) LLP

    Sheffield
    Clear, concise cost effective advice
    51
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Sheffield
    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.
    30
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Regent Street Advisers Ltd

    Sheffield
    I have 17 years of experience in providing sound financial advice in the areas of Pensions and Investments. Always happy to have a chat without any obligation.
    14
    £20k+
    9.2
    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.
    < 10
    £100k+
    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.
    156
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fogwill & Jones Asset Management Ltd

    Sheffield
    Fully Independent Specialists providing quality advice on Investments, Pensions, Trusts and Protection to retail and business clients. We also provide additional services such as Wills, Powers of Attorney, Probate and Tax Accountancy.
    32
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Wealth

    Sheffield
    SHORTLISTED FOR FINANCIAL PLANNER OF THE YEAR 2016 1st MEETING AT OUR EXPENSE
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Mark Lightfoot

    Sheffield
    Retirement and Pension Specialist, locally based in Sheffield, over 21 years experience. Call today for a free consultation or informal chat, even if you just want to sense-check your decisions or ask a quick question - open 8am - 8pm.
    47
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP - Stacey

    Sheffield
    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.
    New adviser
    £0+
    9.6
    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
    68
    £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.