Top 10 Independent (IFAs) & Restricted Financial Advisers in Castley

Find the best FCA regulated financial advisers in Castley. Get expert help near you with pensions, investments, retirement planning and more

Fairstone Group

Alwoodley

FCA verified

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14503

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Leeds

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1727

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

AAB Wealth Chartered Financial Planners

Leeds

FCA verified

Giving you confidence in your financial future.

Clients
helped

664

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

WealthConnect Financial Planning

Otley

FCA verified

As your independent financial adviser, I offer expert, unbiased guidance from helping you protect your family, growing your investments, and planning for a secure future.

Clients
helped

436

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Clarity Wealth Limited

Alwoodley

FCA verified

Everyone looks forward to their retirement - are you prepared for yours?

Clients
helped

1296

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Agile Independent Financial Advice Ltd

Otley

FCA verified

Independent advice, done right. At Agile IFA we are here to help you craft a clear long term financial plan. We'll help you pull your existing financial 'stuff' together, understand where you are now and how you can achieve your ideal future lifestyle.

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Liberate Wealth

Leeds

FCA verified

As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Leeds

FCA verified

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Clients
helped

38122

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

AAB Wealth Chartered Financial Planners

Alwoodley

FCA verified

Giving you confidence in your financial future

Clients
helped

664

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

RDS Financial Planning

Leeds

FCA verified

Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. We help you do just that through creating a plan and reviewing the progress

Clients
helped

385

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.