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

I need advice on
Total assets
My postcode
First meeting is free

  • Clarity Wealth Limited

    York
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    404
    £100k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    York
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1583
    £50k+
    Can help with
    Pensions & retirement

  • Prismatic Wealth Limited

    York
    FCA verified
    We pride ourselves in helping clients achieve their financial goals. If you are looking for an adviser to cut through the jargon and help you get to where you want to be, get in touch with us.
    27
    £150k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • True Potential Wealth Management LLP

    York
    FCA verified
    Some of the benefits of using True Potential; Free first meeting via telephone or face to face. Top 3 national advice firm. FCA registered, Lowest advice fees, exceptional funds. Winner of several customer service and platform awards.
    225
    £100k+
    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.
    317
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    York
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    404
    £100k+
    Can help with
    Pensions & retirement

  • Olive Tree Wealth Management Ltd

    Long marston
    FCA verified
    We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
    46
    £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.
    60
    £100k+
    Can help with
    Pensions & retirement

  • Matthew Sharp - 2Plan Wealth Management Ltd

    York
    FCA verified
    Fully qualified independent financial adviser with over 10 years experience offering friendly, professional and impartial advice for individuals and corporate clients.
    14
    £50k+
    Can help with
    Pensions & retirement

  • Regent Street Advisers - David Cole

    York
    FCA verified
    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. Approver Quilter Wealth Limited & Quilter Mortgage Planning Limited. (14/12/2022)
    42
    £0+
    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.