Top 20 Independent Financial Advisers in Allerton Bywater

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  • Olive Tree Wealth Management Ltd

    Leeds
    We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
    31
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    24
    £0+
    7.0
    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.
    6915
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • True Potential Wealth Management

    Castleford
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    412
    £50k+
    7.0
    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.
    87
    £50k+
    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.
    16632
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • PPA Wealth Ltd

    Swillington
    First meeting is free, no hard sell, fees agreed upfront. The right advice, both now and ongoing.
    34
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Financial Planning Centre Limited

    Sturton grange
    We offer personalised financial advice to help you build a prosperous financial future. We help you build a comprehensive and flexible financial plan which allows you to meet your goals and aspirations enjoying a secure financial future.
    39
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oakworth Financial Planning Ltd

    Pontefract
    We provide retirement planning, life cover and investment advice for people in the local area. Our philosophy is to help people to feel confident about their finances, to be clear about how much money they have, and what they can do with it.
    60
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Pontefract
    Retirement and Pension Specialist, Chartered Financial Planner, locally based in Wakefield and Pontefract, over 22-years experience. Call today for a free consultation or informal chat.
    48
    £50k+
    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.
    56
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Leeds
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6915
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lighthouse Financial Advice Limited

    Leeds
    Local, Face to Face or telephone. Affordable, Expert Financial Advice, I am a pension transfer specialist which means I am qualified to give advice on final salary & defined benefit pension transfers as well personal pensions, investments, life assurance
    82
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Leeds
    We are a firm of Chartered Financial Planners who have been providing advice to clients approaching 50 years across Cumbria, Yorkshire, Northumberland and Scotland.
    924
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kippax Financial Services Ltd

    Leeds
    Whether it's a mortgage, pension or investment get professional expert advice and avoid DIY mistakes
    186
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Darren Brock - True Potential Wealth Management

    Wakefield
    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.
    24
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Sherburn in elmet
    We are a firm of Chartered Financial Planners who have been providing advice to clients approaching 50 years across Cumbria, Yorkshire, Northumberland and Scotland.
    924
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Wakefield
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6915
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Regent Street Advisers - David Cole

    Crofton
    Quality advice on Pension, Investment, Long Term Care and Protection needs given in a friendly, professional manner and in a way that you can easily understand.
    27
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Leeds
    We're experts, we care, we're here so you can protect the life you love.
    505
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages

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?

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