Top 20 Independent Financial Advisers in West Yorkshire

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  • 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.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Simpson Wood (Financial Services) Limited

    Wakefield
    As Independent Financial Advisers with a broad range of experience and expertise, we are proud to offer wholly independent advice. It is our firm belief in providing all clients with bespoke advice; therefore, advice is unique to each client.
    30
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Halifax
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    725
    £50k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ebor Financial Planning Ltd

    Holme valley
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    48
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Leeds
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    725
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Horsforth
    As Chartered Independent Financial Planners, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
    15
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • G+E Wealth Management

    Leeds
    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.
    86
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Regent Street Advisers Limited

    Halifax
    Financial Planning gives you peace of mind that when any major life events happen, money is the last thing you need to worry about.
    113
    £20k+
    9.0
    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.
    11809
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Halifax
    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
    1329
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • The Pension Planner

    Ilkley
    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.
    3598
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PPA Wealth Ltd

    Swillington
    First meeting is free, no hard sell, fees agreed upfront. The right advice, both now and ongoing.
    30
    £100k+
    9.0
    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.
    54
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Wakefield
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years' experience.
    61
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Leeds
    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.
    3597
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ebor Financial Planning Ltd

    Kirkburton
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    48
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Trusted Financial Planning Limited

    Morley
    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
  • 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.
    288
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Chada at True Potential Wealth Management

    Leeds
    I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning, including Defined Benefit/Final Salary advice.
    18
    £250k+
    9.0
    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.
    11809
    £100k+
    9.5
    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.