Top 20 Independent Financial Advisers in Boston Spa

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  • 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.
    New adviser
    £50k+
    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
  • The Private Office

    Wetherby
    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.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Raymond James, Thorpe Park Leeds

    Wetherby
    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.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • YorWealth Ltd

    Wetherby
    YorWealth help clients and their families plan for a better future. We play a crucial role in helping our clients understand what they want, when they want it, and how to get there.
    New adviser
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Yorkshire Rose Financial Planning

    Wetherby
    Proud Yorkshire Company. Experienced Independent Financial Advice. A genuine desire to improve the industries reputation by offering great service and advice.
    96
    £0+
    7.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Wetherby
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    < 10
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Companion Financial Planning LLP

    Tadcaster
    We believe in working together with our clients to create a financial plan guiding to achieve financial freedom.
    54
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Seventy Financial Planning

    Harrogate
    Chris's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
    63
    £50k+
    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.
    New adviser
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages

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  • 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+
    7.0
    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
  • Fairstone Financial Management Ltd

    Alwoodley
    UK top-rated Independent Financial Planners specialising in pre and post retirement financial planning for individuals and small businesses
    14
    £0+
    7.0
    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.
    New adviser
    £20k+
    9.4
    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.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • RMP Financial LLP

    Knaresborough
    We are an established firm of Chartered Financial Planners who are committed to providing Independent Financial Advice you can trust.
    91
    £20k+
    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
    151
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • 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
  • Fairstone Financial Management Ltd

    Leeds
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    New adviser
    £0+
    9.0
    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.