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

Find the best FCA regulated financial advisers in York. Get expert help near you with pensions, investments, retirement planning and more.
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  • Clarity Wealth Limited

    Bishopthorpe
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    1207
    £150k+
    Can help with
    Pensions & retirement
  • The Private Office

    York
    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.
    37325
    £100k+
    Can help with
    Pensions & retirement
  • Harmony Wealth Management LTD

    Naburn
    FCA verified
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
    353
    £100k+
    Can help with
    Pensions & retirement
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  • The Private Office

    Haxby
    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.
    37325
    £100k+
    Can help with
    Pensions & retirement
  • Eaden Wealth Management

    York
    FCA verified
    Eaden Wealth Management have been providing financial advice for over 21 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
    27
    £50k+
    Can help with
    Pensions & retirement
  • Clarity Wealth Limited

    York
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    1207
    £150k+
    Can help with
    Pensions & retirement
  • Clarity Wealth Limited

    York
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    1207
    £150k+
    Can help with
    Pensions & retirement
  • YorWealth Ltd

    York
    FCA verified
    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.
    66
    £150k+
    Can help with
    Pensions & retirement
  • Crosby Financial Planning Ltd (M&G Advice)

    Bishopthorpe
    FCA verified
    85
    £50k+
    Can help with
    Pensions & retirement
  • Moneyweb Limited

    York
    FCA verified
    We are independent financial advisers, which means our duty is solely to you – our client.
    384
    £100k+
    Can help with
    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.