Top 10 Independent (IFAs) & Restricted Financial Advisers in South Yorkshire

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

    Doncaster
    FCA verified
    We understand that navigating your financial future can be complex. That's why we offer friendly and independent advice on a range of services, including Pension, Retirement Planning, Tax Planning and Investments,
    461
    £0+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Sheffield
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    390
    £250k+
    Can help with
    Pensions & retirement

  • Josh Long - OneWealth Ltd

    Sheffield
    FCA verified
    We help individuals and families navigate key financial decisions with clear advice and solutions tailored to their goals.
    47
    £50k+
    Can help with
    Pensions & retirement
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  • Ian Bagshaw - Fairstone Financial Management

    Sheffield
    FCA verified
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    381
    £100k+
    Can help with
    Pensions & retirement

  • Central Financial Planning Ltd

    Rotherham
    FCA verified
    Award winning chartered financial planning firm giving quality independent advice
    22
    £100k+
    Can help with
    Pensions & retirement

  • WealthConnect Financial Planning

    Doncaster
    FCA verified
    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.
    395
    £50k+
    Can help with
    Pensions & retirement

  • Shorts – Chartered Financial Planners

    Sheffield
    FCA verified
    Est in 1890, we are Chartered Financial Planners providing independent, financial advice to individuals, businesses, and trustees. Helping them create, manage and preserve their wealth. Best Private Client Tax Practice - Tolley's Taxation Awards 2020.
    288
    £100k+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Doncaster
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    854
    £50k+
    Can help with
    Pensions & retirement

  • My Pension Expert

    Barnsley
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    653
    £0+
    Can help with
    Pensions & retirement

  • WealthConnect Financial Planning

    Sprotbrough and cusworth
    FCA verified
    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.
    395
    £50k+
    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.