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

Walker Crips Investment Management

York

FCA verified

Investment management Offering discretionary bespoke, discretionary model portfolios, advisory managed and advisory dealing services to our clients.

Clients
helped

Minimum
wealth

£100k+

Can help with

Financial planning

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Mosaac (Royston)

Bishopthorpe

FCA verified

Building the picture of your financial security, ensuring you can spend time on the things that really matter.

Clients
helped

220

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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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.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Clarity Wealth Limited

Bishopthorpe

FCA verified

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

Clients
helped

1330

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Raymond James Investment Services

York

FCA verified

Welcome to Raymond James Investment Services in Hessle, East Yorkshire. Call us today on - <phone number hidden>

Clients
helped

118

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Richard Ward - Quilter Financial Advisers

York

FCA verified

Helping you plan for a secure future while enjoying life today. Professional advice on pensions, investments, protection and legacy planning, focused on clarity, confidence and financial wellbeing.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Clarity Wealth Limited

York

FCA verified

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

Clients
helped

1330

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Abacus Associates Financial Services Ltd

Copmanthorpe

FCA verified

I build long term relationships with my clients and their families, ensuring they receive the best advice and service

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Moneyweb Limited

York

FCA verified

We are independent financial advisers, which means our duty is solely to you – our client.

Clients
helped

390

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Destination Retirement, part of Just

York

FCA verified

Wherever you are on your retirement journey — saving, planning or spending — our friendly, UK-based financial experts are on hand to support you. We help people achieve a better later life.

Clients
helped

124

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

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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.