Top 20 Independent Financial Advisers in Batley

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  • Gamble Gaunt & Mole

    Morley
    Financial advisers in Yorkshire, the best way to measure our service is by viewing our client testimonials, prompt response assured.
    104
    £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
  • Croft Financial Services Limited

    Liversedge
    Our aim is to help you maximise the value of your pensions and investments, offering professional advice
    29
    £50k+
    9.3
    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.
    5459
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Wakefield
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    23
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wren Sterling

    Morley
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    548
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Gildersome
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9286
    £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
    137
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Philpott Financial Limited

    Cleckheaton
    We believe great financial advice is at the core of building a more certain financial future for our clients. We aim to provide peace of mind that your financial future is more secure as a result of working with us.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Cleckheaton
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    302
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Fairstone Financial Management Ltd

    Mirfield
    UK top-rated Independent Financial Planners specialising in pre and post retirement financial planning for individuals and small businesses
    137
    £0+
    7.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Carter at True Potential Wealth Management

    Wakefield
    We understand that all needs are different and are comfortable helping people navigate through the important areas of their lives.
    17
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Kirkburton
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    302
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Wakefield
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    302
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Reward Financial Services Ltd.

    Wakefield
    I help the clients achieve long term financial security by reducing the complexities and use the experience to help you achieve your financial goals.
    51
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Simpson Wood (Financial Services) Limited

    Sitlington
    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.
    34
    £0+
    7.0
    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.
    24
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Wakefield
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Wakefield, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3683
    £50k+
    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.
    34
    £0+
    7.0
    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.
    44
    £50k+
    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.