Top 20 Independent Financial Advisers in Lockwood

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    How it
    works?
    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Waterbridge IFA Waterbridge IFA

      Huddersfield

      We aim to deliver professional Independent Financial Advice to retail and corporate clients, specialising in Investments, Pension Planning, Savings, Tax Planning and Protection insurance.

      We aim to deliver professional Independent Financial Advice to retail and corporate clients, specialising in Investments, Pension Planning, Savings, Tax Planning and Protection insurance.
      < 10
      £100k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £100k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mark Stewart - True Potential Wealth Management Mark Stewart - True Potential Wealth Management

      Huddersfield

      As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

      As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
      21
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      21
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Lumley Baxter Asset Management LLP Lumley Baxter Asset Management LLP

      Huddersfield

      We are a Chartered firm of financial planners based in Huddersfield. Founded in 1969, we are a family business with decades of experience and a rich history. We have an outstanding reputation in and around the Yorkshire area.

      We are a Chartered firm of financial planners based in Huddersfield. Founded in 1969, we are a family business with decades of experience and a rich history. We have an outstanding reputation in and around the Yorkshire area.
      11
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      11
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Stephen Harrison - True Potential Wealth Management Stephen Harrison - True Potential Wealth Management

      Huddersfield

      Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from retirement, pensions, investments and protection to tax and estate planning.

      Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from retirement, pensions, investments and protection to tax and estate planning.
      25
      £0+
      8.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      25
      £0+
      8.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Simpson Wood (Financial Services) Limited 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.

      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+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      14
      £20k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Retirement Solutions (UK) Ltd Retirement Solutions (UK) Ltd

      Huddersfield

      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

      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
      27
      £0+
      9.1
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      27
      £0+
      9.1
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Alexander House Financial Planning Ltd. 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.

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
      22
      £50k+
      7.0
      Meet the team
      +12
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      22
      £50k+
      7.0
      Meet the team
      +12
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • AFH Wealth Management LTD AFH Wealth Management LTD

      Huddersfield

      Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years' experience.

      Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years' experience.
      67
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      67
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mark Lightfoot Mark Lightfoot

      Huddersfield

      Retirement and Pension Specialist, locally based, over 21 years experience. Call today for a free consultation or informal chat, even if you just want to sense-check your decisions or ask a quick question.

      Retirement and Pension Specialist, locally based, over 21 years experience. Call today for a free consultation or informal chat, even if you just want to sense-check your decisions or ask a quick question.
      13
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      13
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mosaac (Royston) Mosaac (Royston)

      Huddersfield

      Building the picture of your financial security, ensuring you can spend time on the things that really matter.

      Building the picture of your financial security, ensuring you can spend time on the things that really matter.
      21
      £50k+
      7.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      21
      £50k+
      7.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Brantwood Financial Planning Ltd Brantwood Financial Planning Ltd

      Huddersfield

      Based in Huddersfield, Brantwood Financial Planning Ltd is one of the leading Independent Financial Advisers in the region. All advisers are very highly qualified Chartered Financial Planners and Independent Financial Advisers who advise on all areas of investment, pension and inheritance tax planning.

      Based in Huddersfield, Brantwood Financial Planning Ltd is one of the leading Independent Financial Advisers in the region. All advisers are very highly qualified Chartered Financial Planners and Independent Financial Advisers who advise on all areas of investment, pension and inheritance tax planning.
      < 10
      £250k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £250k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • True Potential Wealth Management 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.

      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+
      9.4
      Meet the team
      H
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      10
      £50k+
      9.4
      Meet the team
      H
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Slater Financial Ltd Slater Financial Ltd

      Huddersfield

      20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.

      20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
      29
      £50k+
      9.8
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      29
      £50k+
      9.8
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Portal Financial Planning Ltd. 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.

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

      Thorough, common-sense advice with competitive charging. Completely independent with full access to the vast range of UK products and providers.
      55
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      55
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Retirement Solutions (UK) Ltd Retirement Solutions (UK) Ltd

      Holme valley

      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

      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
      34
      £0+
      9.0
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      34
      £0+
      9.0
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Flying Colours & Partners Flying Colours & Partners

      Huddersfield

      16
      £50k+
      7.0
      Meet the team
      N
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      16
      £50k+
      7.0
      Meet the team
      N
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ebor Financial Planning Ltd 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.

      As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
      48
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      48
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • REIS FINANCIAL PLANNING LIMITED REIS FINANCIAL PLANNING LIMITED

      Meltham

      86
      £0+
      9.3
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      86
      £0+
      9.3
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • True Potential Wealth Management 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.

      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+
      10.0
      Meet the team
      H
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £50k+
      10.0
      Meet the team
      H
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.