Top 20 Independent Financial Advisers in Alwoodley

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  • Flying Colours

    Alwoodley
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11385
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Alwoodley
    We are a firm of Chartered Financial Planners who have been providing advice to clients approaching 50 years across Cumbria, Yorkshire, Northumberland and Scotland.
    894
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Collaborative Wealth Limited

    Leeds
    We value the trust and loyalty our clients have always shown us.
    33
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Harmony Wealth Management LTD

    Leeds
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    111
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Milestone Financial Planning

    Leeds
    We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
    173
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Leeds
    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.
    4076
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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.
    15952
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imagine FP Ltd

    Leeds
    Will you outlive your money or will your money outlive you ? Specialists in retirement planning, supporting business owners and successful individuals to understand their options at retirement, serving clients for over 20 years.
    < 10
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealth Aspirations

    Leeds
    We have over 60 years experience advising clients. Pensions, drawdown, tax and investments are my speciality. We can do appointments over Zoom if you prefer to the usual face-to-face format.
    56
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Leeds
    We specialise in building you a tailored financial plan, ensuring you're as tax efficient as possible.
    1132
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Dodd Asset Management Limited

    Leeds
    Clear and understandable advice on pensions and investments.
    23
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Leeds
    I provide a bespoke, personal financial planning and advisory service tailored and unique to you. I believe that the cornerstone of effective financial planning is the recognition that everyone’s economic and life situation is unique.
    233
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Arthington
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    132
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Reward Financial Services Ltd.

    Leeds
    I am fully independent, professional and highly qualified and offer a holistic approach to financial planning needs.
    192
    £0+
    7.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clarity Wealth Limited

    Leeds
    Everyone looks forward to their retirement - are you prepared for yours?
    58
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Watson Financial Planning

    Bramhope
    Recently Added
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • VSL Wealth Management

    Leeds
    Provide well rounded advice to personal and business clients: Investment/savings, retirement & pensions, protection, and estate planning
    35
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ian Bagshaw - Fairstone Financial Management

    Leeds
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    76
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SMG F.S Ltd

    Harewood
    We help our clients - - Avoid making costly financial mistakes - Improve investment returns - Access the whole market
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Reward Financial Services Ltd.

    Leeds
    I am fully independent, professional and highly qualified and offer a holistic approach to financial planning needs.
    192
    £0+
    7.5
    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.