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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
South Yorkshire, Derbyshire, South Yorkshire
Clarity Wealth Limited

Clarity Wealth Limited

Sheffield
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1517
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
Fairstone Group

Fairstone Group

Doncaster
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15310
Minimum
wealth
£0+
Meet the team
Ian Bagshaw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
SFL Wealth Management

SFL Wealth Management

Rotherham
Initial consultation free
FCA verified
Independent
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.
Clients
helped
956
Minimum
wealth
£50k+
Meet the team
Nigel Ogden
Tony Stevens
Paul Golding
Marc Standish
Can help with
Pensions & retirement
Ian Bagshaw - Fairstone Financial Management

Ian Bagshaw - Fairstone Financial Management

Sheffield
Initial consultation free
FCA verified
Independent
Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
Clients
helped
429
Minimum
wealth
£100k+
Meet the team
I
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Clarity Wealth Limited

Clarity Wealth Limited

Sheffield
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1517
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
Matt Pike  - Opal Financial Planning (M&G TAP)

Matt Pike - Opal Financial Planning (M&G TAP)

Sheffield
Initial consultation free
FCA verified
Restricted
We all have things that are important to us. Even if it’s making sure your current standard of living lasts throughout retirement, it’s important to know where to start.
Clients
helped
48
Minimum
wealth
£50k+
Meet the team
Matt Pike
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Clarity Wealth Limited

Clarity Wealth Limited

Sheffield
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1517
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
Tamer Beshara - True Potential

Tamer Beshara - True Potential

Armthorpe
Initial consultation free
FCA verified
Restricted
I am a fully qualified and regulated Financial and Mortgage Adviser. My role is to help you making all the right financial decisions that would impact on your life now or in the future.
Clients
helped
102
Minimum
wealth
£50k+
Meet the team
Tamer Beshara
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
TheWealthPoint

TheWealthPoint

Sheffield
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3261
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
TheWealthPoint

TheWealthPoint

Sheffield
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3261
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in South Yorkshire