Top 20 Independent Financial Advisers in Ackworth

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • 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.
    58
    £50k+
    9.5
    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 22-years experience. Call today for a free consultation or informal chat.
    48
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • 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.
    26
    £0+
    7.0
    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.
    400
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    22
    £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.
  • Futures Assured Ltd

    Barnsley
    A Trusted Pension Expert with over 30 years of experience. Completely Independent and Unbiased Advice. Flexi Access Drawdown and Pension consolidation specialist. Free initial consultations at a time to suit you either face to face or over the phone.
    63
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Barnsley
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    170
    £100k+
    9.0
    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.
    45
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Collaborative Wealth

    Barnsley
    My reputation is based on sound financial advice and meeting client needs. I am totally independent and ready to help
    107
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Wakefield
    Retirement and Pension Specialist, Chartered Financial Planner, locally based in Wakefield with more than 22-years experience. Call today for a free consultation or informal chat.
    62
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Olive Tree Wealth Management Ltd

    Leeds
    We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
    31
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Wakefield
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6649
    £0+
    7.4
    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.
    67
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Wakefield
    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.
    114
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • V-Financial Limited

    Barnsley
    Providing professional investment advice to clients across the Yorkshire area.
    53
    £0+
    9.2
    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.
    34
    £0+
    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.
    71
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Atrium Financial Limited

    Wakefield
    Shape your Future by Planning for it now.
    11
    £0+
    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.
    84
    £50k+
    9.5
    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.