Top 20 Independent Financial Advisers in Halifax

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  • Whitehill Financial Management Ltd

    Halifax
    A down-to-earth, friendly, local Chartered Financial Adviser. Investments, savings, pensions, and retirement are my speciality!
    21
    £100k+
    10.0
    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.
    19
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Halifax
    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
    13
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Eastwood Financial Services Ltd

    Elland
    Giving you financial freedom.
    102
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IFT Wealth Management Ltd

    Halifax
    Life Time Cash Flow management together with Friendly Independent Advice and Financial Planning from a family business you can trust
    109
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Halifax
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    < 10
    £50k+
    9.0
    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.
    19
    £20k+
    9.3
    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
    31
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Zenith Independent Wealth Management Limited

    Halifax
    The service offered by Zenith Independent Wealth Management is all about achieving your financial goals – whatever they may be.
    23
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Halifax
    Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.
    12
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Alexander House Financial Planning Ltd.

    Halifax
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    15
    £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.
    48
    £50k+
    9.2
    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.
    30
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Portal Financial Planning Ltd.

    Huddersfield
    As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we can help you with every aspect of financial planning.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tempest Associates Ltd

    Huddersfield
    Thorough, common-sense advice with competitive charging. Completely independent with full access to the vast range of UK products and providers.
    55
    £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.
    10
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Simpson Wood (Financial Services) Limited

    Huddersfield
    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.
    14
    £20k+
    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
  • Alexander House Financial Planning Ltd.

    Huddersfield
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    22
    £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.
    53
    £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.