Top 20 Independent Financial Advisers in Wetherby

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • 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
  • 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
  • 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
  • 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+
    7.0
    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
  • 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
  • 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
  • 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
  • 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

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • 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
  • Fensham Howes Ltd

    Harrogate
    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

    Harrogate
    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
  • Tracy Simpson Financial Planning

    Harrogate
    Getting to know you, your family and your goals. Simple and transparent advice personalised to you, provided by a Fellow of the Personal Finance Society and Chartered Financial Planner.
    New adviser
    £50k+
    10.0
    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
    13
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Harrogate
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Budge & Company Limited

    Harrogate
    Our dedicated team will be happy to discuss ways to meet your individual needs, ensuring your long term financial security
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandringham Financial Partners

    Harrogate
    We put you in a position where you can make informed decisions about your money. Simple and transparent.
    New adviser
    £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
  • Retirement Solutions (UK) Ltd

    Harrogate
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    24
    £0+
    9.2
    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.