Top 20 Independent Financial Advisers in Otley

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  • Christopher Little & Co

    Otley
    We help clients to achieve and maintain their desired lifestyle. Our aim is to deliver financial peace of mind, at every stage of life.
    < 10
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HEB Wealth and Employee Benefits

    Skipton
    Our job is to understand your aims, plans and concerns and demystify all the jargon. Then to find and implement tailored financial plans for you and to support you so that they come to fruition.
    10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Otley
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    < 10
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Otley
    UK top-rated Independent Financial Planners specialising in pre and post retirement financial planning for individuals and small businesses
    11
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • J.M. Glendinning Financial Services Limited

    Leeds
    We aim to deliver solutions which meet our clients needs and objectives, and then we monitor the progress.
    20
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hart Wealth Management

    Otley
    I have over 34 years experience and I am not tied to any company. See my website for testimonials.
    36
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tracy Simpson Financial Planning

    Otley
    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.
    26
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Otley
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    31
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mosaac (Royston)

    Menston
    Building the picture of your financial security, ensuring you can spend time on the things that really matter.
    32
    £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.
    148
    £20k+
    8.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Reward Financial Services Ltd.

    Leeds
    I am fully independent, professional and highly qualified and offer a holistic approach to financial planning needs.
    148
    £20k+
    8.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Bradford
    38
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clarity Wealth Limited

    Horsforth
    Everyone looks forward to their retirement - are you prepared for yours?
    28
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Horsforth
    As Chartered Independent Financial Planners, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
    15
    £0+
    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.
    176
    £20k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bartlett Wealth Management Limited

    Horsforth
    Our team will provide expert advice and cut away the unknown to deliver the right solution.
    10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Ilkley
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    49
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Ilkley
    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.
    34
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prosperity Financial Planning

    Ilkley
    Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions.
    50
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lazenbys Financial Services

    Leeds
    Worried you might run out of income in retirement? Let us take away your worries.
    86
    £50k+
    7.0
    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.