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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  • CMM Wealth Management

    Haxby
    FCA verified
    Guiding your financial journey with clarity and confidence. CMM Wealth Management offers tailored, independent advice designed to support individuals, families, and business owners through every stage of their financial journey.
    27
    £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.
    382
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    York
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    37175
    £100k+
    Can help with
    Pensions & retirement
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  • JM Finn

    Rawcliffe
    FCA verified
    A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.
    45
    £500k+
    Can help with
    Pensions & retirement

  • JM Finn

    York
    FCA verified
    A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.
    45
    £500k+
    Can help with
    Pensions & retirement

  • Titan Wealth Planning Limited

    York
    FCA verified
    Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
    3238
    £50k+
    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

  • Prosperitas Wealth Planning Limited

    Haxby
    FCA verified
    The service we offer provides a winning combination of professional advice, choice and value.
    165
    £0+
    Can help with
    Pensions & retirement

  • Jeanette Mchardy at Tavistock Private Client

    York
    FCA verified
    Chartered independent financial adviser with a demonstrated history of working in the financial services industry. Skilled in Pensions, Life Insurance, Finance, and Investments advice; providing clients with an ongoing service they can trust.
    62
    £100k+
    Can help with
    Pensions & retirement

  • Martin Fahy at Quilter Financial Advisers

    Askham bryan
    FCA verified
    Clear, financial advice with one goal: helping you make the most of your money and your future.
    17
    £150k+
    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.