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

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

Clarity Wealth Limited

Maltby
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1740
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
M&G Advice

M&G Advice

Rotherham
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
3651
Minimum
wealth
£50k+
Meet the team
L
Can help with
Pensions & retirement
Investments
Savings
North Yorkshire Financial Planning Limited

North Yorkshire Financial Planning Limited

Rotherham
Initial consultation free
FCA verified
Restricted
We are proud to be a partner of M&G Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers. We’re backed by the strength and credibility of M&G.
Clients
helped
13
Minimum
wealth
£20k+
Meet the team
Finley Leonard
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
TheWealthPoint

TheWealthPoint

Todwick
Initial consultation free
FCA verified
Independent
Saving up was the easy part. The rules that built your wealth will not protect it when you start living off your savings. The Wealth Point helps clients with £250,000+ navigate the 10-year retirement transition safely. Book a 30-minute Discovery Call.
Clients
helped
3713
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
TheWealthPoint

TheWealthPoint

Mexborough
Initial consultation free
FCA verified
Independent
Saving up was the easy part. The rules that built your wealth will not protect it when you start living off your savings. The Wealth Point helps clients with £250,000+ navigate the 10-year retirement transition safely. Book a 30-minute Discovery Call.
Clients
helped
3713
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Every Step Financial Services

Every Step Financial Services

Wickersley
Initial consultation free
FCA verified
Independent
We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped
931
Minimum
wealth
£0+
Meet the team
Joanne Flanagan
Can help with
Insurance & protection
Business
Mortgages
The Private Office

The Private Office

Wickersley
Initial consultation free
FCA verified
Independent
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.
Clients
helped
43007
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
David Dodgson
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Titan Wealth

Titan Wealth

Rotherham
Initial consultation free
FCA verified
Independent
Titan Wealth provides personalised financial planning and investment advice to individuals, families, and business owners across the UK.
Clients
helped
3948
Minimum
wealth
£250k+
Meet the team
Darren Jones
Jim Williams
C
D
D
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
SFL Wealth Management Ltd

SFL Wealth Management Ltd

Rotherham
Initial consultation free
FCA verified
Independent
Is your pension working as hard as it could be? Our experienced advisers will review your pensions and investments, helping you understand your options and make the most of your retirement plans. Talk to SFL Wealth today and see how we can help.
Clients
helped
43
Minimum
wealth
£50k+
Meet the team
Paul Golding
Donna Bourne
Mike Dickenson
Anna Payne
Tony Stevens
+2
Can help with
Pensions & retirement
Investments
Insurance & protection
SFL Wealth Management Ltd

SFL Wealth Management Ltd

Aston And Aughton
Initial consultation free
FCA verified
Independent
Is your pension working as hard as it could be? Our experienced advisers will review your pensions and investments, helping you understand your options and make the most of your retirement plans. Talk to SFL Wealth today and see how we can help.
Clients
helped
43
Minimum
wealth
£50k+
Meet the team
Paul Golding
Donna Bourne
Mike Dickenson
Anna Payne
Tony Stevens
+2
Can help with
Pensions & retirement
Investments
Insurance & protection
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Frequently Asked Questions about Financial Advisers in Rotherham