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Top 20 Independent Financial Advisers in York

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  • 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

  • Walker Crips Wealth Management

    York
    Helping you make the most of your money, plan for the future and protect what you already have.
    31
    £100k+
    9.6
    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.
    11
    £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+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • 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
    £50k+
    9.0
    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+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • AFH Wealth Management

    York
    As Chartered Independent Financial Planners, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
    24
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Yorkshire Independent Financial Advisers

    York
    Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
    15
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • AFH Wealth Management LTD

    York
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
    68
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Illingworths

    York
    Local Independent Financial Advisers assisting clients in all areas of financial planning.
    42
    £0+
    7.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • PenLife Chartered Financial Planners

    York
    We’re the first Chartered Financial Planners in Yorkshire to hold the coveted Kite Mark British Standard 8577.
    37
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Olive Tree Wealth Management Ltd

    York
    We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
    17
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • 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

  • Model Wealth Management

    York
    Providing friendly bespoke financial advice in simple to understand language based on independent research from the whole of the market.
    23
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Collaborative Wealth Limited

    York
    We value the trust and loyalty our clients have always shown us.
    24
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • YorWealth Ltd

    York
    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.
    < 10
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • G+E Wealth Management

    York
    We help people cut through the jargon and plan for their future. We'll talk to you about where you are now, and where you want to be.
    55
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • HGH Wealth Management Ltd

    York
    A friendly and common sense approach to helping you look after your money so that it can look after you!
    33
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Armstrong Watson Financial Planning & Wealth Management

    York
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    13
    £50k+
    9.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Pension Planner

    York
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in York, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    43
    £100k+
    10.0
    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.