Top 20 Independent Financial Advisers in West Yorkshire

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • True Potential Wealth Management

    Bradford
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    45
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Trusted Financial Planning Limited

    Cleckheaton
    Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Croft Financial Services Limited

    Liversedge
    Our aim is to help you maximise the value of your pensions and investments, offering professional advice
    28
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Liversedge
    UK top-rated Independent Financial Planners specialising in pre and post retirement financial planning for individuals and small businesses
    90
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Liversedge
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    43
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Bradford
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    49
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carr Financial Planning (2)

    Bradford
    As a Chartered Financial adviser I specialise in advising on the full range of financial planning; from investment strategies, pension planning, mortgages through to protection. Please get in touch to see your full range of options.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Bradford
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    45
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Gildersome
    At Heritage Wealth Solutions we are holistic financial planners and we take pride in our ability to advise clients on any stage of their financial journey. We take time to understand the individual requirements of our clients.
    22
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 2Plan Wealth Management - Andrew Tams

    Pudsey
    A local friendly practice offering clear face-to-face advice and solutions in a confused market place.
    51
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • Mazars Financial Planning Limited

    Pudsey
    We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
    16
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Boston spa
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    New adviser
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Huddersfield
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    13
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pension Advice Specialists

    Bolton
    Helping people look after their retirement. A robust, unbiased, and client-focused advice service for those planning for retirement and their long-term future.
    10
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Regent Street Advisers Ltd

    Halifax
    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.
    21
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Pudsey
    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
    39
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Morley
    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.
    25
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rockwood Financial Solutions

    Pudsey
    At Rockwood Financial Solutions we deliver sound financial advice in a simple, down to earth and caring manner. We have helped over 500 customers to achieve their financial aims, set their financial path and work out how their financial tree can grow.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Pudsey
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    43
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gamble Gaunt & Mole

    Morley
    Financial advisers in Yorkshire, the best way to measure our service is by viewing our client testimonials, prompt response assured.
    100
    £50k+
    9.3
    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.