Top 20 Independent Financial Advisers in North Yorkshire

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  • Regent Street Advisers - David Cole

    York
    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.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Financial Planning Centre Limited

    York
    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+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Harrogate
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
    49
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gale and Phillipson

    Northallerton
    Personal & corporate financial planning advice at clear and reasonable rates; Assurances in handling your finances with a friendly approach.
    31
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Fairburn
    38
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Skeeby
    34
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PenLife Chartered Financial Planners

    York
    We’re the first Chartered Financial Planners in Yorkshire to hold the coveted Kite Mark British Standard 8577.
    38
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • RJW Wealth Management

    Skipton
    RJW Wealth Management is an independent financial advice company based in Baildon, Bradford; serving Yorkshire and surrounding areas. It’s our aim to be by your side – on your side – throughout your financial journey. We can help you, regardless of the stage of life you are at. We offer guidance and support with a view to you achieving your financial goals. So, if you feel you are at a point where you could use some honest and comprehensive advice from a friendly, qualified and knowledgeable adviser, think RJW Wealth Management.
    < 10
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Harrogate
    11
    £50k+
    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.
    26
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Harmony Wealth Management LTD

    York
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Illingworths

    York
    Local Independent Financial Advisers assisting clients in all areas of financial planning.
    43
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ardent IFA Limited

    York
    We help our clients to live the life the want without ever having to worry about running out of money.
    42
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Harrogate
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    22
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Harrogate
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Upper poppleton
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    25
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers

    York
    As a Chartered Financial adviser I specialise in advising on the full range of financial planning; from investment strategies, pension planning, mortgages through to protection. Please get in touch to see your full range of options.
    12
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    York
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    New adviser
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fletcher Investment Consultants Limited

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

    Bishopthorpe
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    39
    £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.