Top 20 Independent Financial Advisers in Barwick In Elmet And Scholes

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  • Kirk Newsholme Financial Planning Limited

    Leeds
    We have extensive knowledge and experience in providing high-quality wealth-management and financial planning advice to both companies and individuals.
    15
    £250k+
    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
    144
    £0+
    7.0
    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.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Swillington
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    56
    £0+
    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.
    54
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Swillington
    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
    11
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Leeds
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    28
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PPA Wealth Ltd

    Swillington
    First meeting is free, no hard sell, fees agreed upfront. The right advice, both now and ongoing.
    29
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fensham Howes Ltd

    Bramham and oglethorpe
    Experts in strategic financial management with individual client relationships stretching back over 25 years. Impartial, professional, helpful.
    < 10
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Reward Financial Services Ltd.

    Leeds
    I help the clients achieve long term financial security by reducing the complexities and use the experience to help you achieve your financial goals.
    30
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Mark Lightfoot

    Leeds
    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.
    14
    £50k+
    9.0
    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
    30
    £0+
    7.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Copeland Wealth Management Limited

    Leeds
    < 10
    £0+
    7.0
    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.
    40
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    Boston spa
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    Leeds
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    21
    £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.
    165
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Raymond James, Thorpe Park Leeds

    Leeds
    We are passionate about providing bespoke investment solutions to business people and their families, helping our clients to achieve their long term financial goals with insight and integrity.
    < 10
    £100k+
    9.0
    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.
    52
    £50k+
    9.0
    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.
    21
    £50k+
    9.4
    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.