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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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Count Finance

Count Finance

Bramley
Initial consultation free
FCA verified
Restricted
UK’s first fully automated financial adviser. Get a personalised plan in minutes. No minimum wealth. No jargon. No pressure. Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
3988
Minimum
wealth
£0+
Meet the team
Laura Cornely
Karl Townsend
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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
Financial planning
Investments
Tax & trust planning
Savings
Clarity Wealth Limited

Clarity Wealth Limited

Rotherham
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
Jamie Sanderson at WealthConnect Financial Planning

Jamie Sanderson at WealthConnect Financial Planning

Rotherham
Initial consultation free
FCA verified
Independent
As an independent financial adviser, I provide clear, impartial advice tailored to your goals. From protecting your family and growing your wealth to planning for retirement, I help you make confident decisions for a secure financial future.
Clients
helped
605
Minimum
wealth
£20k+
Meet the team
Jamie Sanderson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Aeon Financial Services Limited

Aeon Financial Services Limited

Bramley
Initial consultation free
FCA verified
Independent
AEON are Independent Financial Advisers providing impartial financial advice & wealth management services to individuals & Businesses
Clients
helped
474
Minimum
wealth
£0+
Meet the team
Josephine Ogle
Andrew Hill
Anthony R Long
Simon Frost
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Scott Sanderson at WealthConnect Financial Planning

Scott Sanderson at WealthConnect Financial Planning

Rotherham
Initial consultation free
FCA verified
Independent
As your independent financial adviser, I offer expert, unbiased guidance from helping you protect your family, growing your investments, and planning for a secure future.
Clients
helped
166
Minimum
wealth
£0+
Meet the team
Scott Sanderson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
Jamie Sanderson at WealthConnect Financial Planning

Jamie Sanderson at WealthConnect Financial Planning

Rotherham
Initial consultation free
FCA verified
Independent
As an independent financial adviser, I provide clear, impartial advice tailored to your goals. From protecting your family and growing your wealth to planning for retirement, I help you make confident decisions for a secure financial future.
Clients
helped
605
Minimum
wealth
£20k+
Meet the team
Jamie Sanderson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
Kirrage Williams Limited

Kirrage Williams Limited

Rotherham
Initial consultation free
FCA verified
Independent
We can help you plan for your financial future. We offer a detailed financial review and will help you determine the most appropriate outcome for the decisions that you face.
Clients
helped
1128
Minimum
wealth
£100k+
Meet the team
T
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Business
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Frequently Asked Questions about Financial Advisers in Rotherham