Top 20 Independent Financial Advisers in Wakefield

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  • The Pension Planner

    Wakefield
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Wakefield, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3617
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Horbury Financial Services Limited

    Ackworth
    Horbury Financial Services Ltd is a trusted, well established business offering a one stop financial solution to clients.
    39
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oakworth Financial Planning Ltd

    Pontefract
    We provide retirement planning, life cover and investment advice for people in the local area. Our philosophy is to help people to feel confident about their finances, to be clear about how much money they have, and what they can do with it.
    48
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Regent Street Advisers - David Cole

    Crofton
    Quality advice on Pension, Investment, Long Term Care and Protection needs given in a friendly, professional manner and in a way that you can easily understand.
    18
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Wakefield
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5241
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kathryn Andrassy - Independent Financial Adviser

    Wakefield
    Very well connected locally, sure to be of assistance with whatever you require.
    35
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Simpson Wood (Financial Services) Limited

    Wakefield
    As Independent Financial Advisers with a broad range of experience and expertise, we are proud to offer wholly independent advice. It is our firm belief in providing all clients with bespoke advice; therefore, advice is unique to each client.
    31
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Simpson Wood (Financial Services) Limited

    Wakefield
    As Independent Financial Advisers with a broad range of experience and expertise, we are proud to offer wholly independent advice. It is our firm belief in providing all clients with bespoke advice; therefore, advice is unique to each client.
    31
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Future Group UK Ltd

    Wakefield
    We take the mystery out of financial matters and ensure our clients understand what they can do. We make financial planning simple and Jargon free.
    30
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Pontefract
    Retirement and Pension Specialist, Chartered Financial Planner, locally based in Wakefield and Pontefract, over 21-years experience. Call today for a free consultation or informal chat.
    40
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Darren Brock - True Potential Wealth Management

    Castleford
    For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Wakefield
    Retirement and Pension Specialist, Chartered Financial Planner, locally based in Wakefield, over 21-years experience. Call today for a free consultation or informal chat.
    59
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Wakefield
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years' experience.
    61
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Reward Financial Services Ltd.

    Wakefield
    I help the clients achieve long term financial security by reducing the complexities and use the experience to help you achieve your financial goals.
    47
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tony Revans Financial Planning

    Wakefield
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Ackworth
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8967
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ebor Financial Planning Ltd

    Wakefield
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    44
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ebor Financial Planning Ltd

    Wakefield
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    44
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    North elmsall
    I offer a free no obligation initial meeting to establish what my clients need and exactly how I can help. I believe an advisers job is to protect and improve by understanding client needs and providing products and services best suited to meet them.
    63
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Castleford
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    291
    £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.