Top 20 Independent Financial Advisers in West Yorkshire

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  • Atrium Financial Limited

    Bradford
    Shape your Future by Planning for it now.
    13
    £0+
    9.1
    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.
    78
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • STRATAGEM FINANCIAL PLANNING LIMITED

    Meltham
    96
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Fairstone Financial Management Ltd

    Elland
    UK top-rated Independent Financial Planners specialising in pre and post retirement financial planning for individuals and small businesses
    184
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • needingadvice.co.uk

    Leeds
    We help local people make sense of their pensions and retirement plans. Treating their needs, circumstances and preferences as top priority. With our expertise and advice, we can help make a complex area simple.
    Recently Added
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Horbury Financial Services Limited

    Ackworth
    Horbury Financial Services Ltd is a trusted, well established business offering a one stop financial solution to clients.
    39
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • LJ Financial Planning - Jonathan Sharp

    Drighlington
    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.
    49
    £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.
    56
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ebor Financial Planning Ltd

    Wakefield
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    47
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Haworths Financial Services Limited

    Silsden
    Plain speaking advice for all your pension, investment, mortgage and protection needs
    61
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Slater Financial Ltd

    Huddersfield
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    527
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clarity Wealth Limited

    Horsforth
    Everyone looks forward to their retirement - are you prepared for yours?
    73
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pura Vida Financial Planning Ltd

    Otley
    Recently Added
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Almond Financial ltd

    Ilkley
    We guide people towards a better understanding of their financial situation and personal options with integrity and care. We have advisers throughout the UK. We provide no cost, no commitment initial meetings at a location that suits you.
    288
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    4190
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Simpson Wood (Financial Services) Limited

    Holme valley
    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.
    78
    £0+
    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.
    414
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Atrium Financial Limited

    Wakefield
    Shape your Future by Planning for it now.
    13
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tracy Simpson Financial Planning

    Leeds
    Getting to know you, your family and your goals. Simple and transparent advice personalised to you, by a Fellow of the Personal Finance Society and Chartered Financial Planner.
    88
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Castleford
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6937
    £0+
    9.0
    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.