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

Find the best FCA regulated financial advisers in Wortley. Get expert help near you with pensions, investments, retirement planning and more
Wortley, Barnsley, South Yorkshire
The Private Office

The Private Office

Ecclesfield
FCA verified
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
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Clarity Wealth Limited

Clarity Wealth Limited

Ecclesfield
FCA verified
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1296
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Advies Wealth Ltd

Advies Wealth Ltd

Stocksbridge
FCA verified
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
402
Minimum
wealth
£50k+
Can help with
Pensions & retirement
TheWealthPoint

TheWealthPoint

Sheffield
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2854
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Clarity Wealth Limited

Clarity Wealth Limited

Sheffield
FCA verified
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1296
Minimum
wealth
£150k+
Can help with
Pensions & retirement
TheWealthPoint

TheWealthPoint

Stocksbridge
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2854
Minimum
wealth
£250k+
Can help with
Pensions & retirement
TheWealthPoint

TheWealthPoint

Sheffield
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2854
Minimum
wealth
£250k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Sheffield
FCA verified
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
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Ian Bagshaw - Fairstone Financial Management

Ian Bagshaw - Fairstone Financial Management

Sheffield
FCA verified
Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
Clients
helped
397
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Clarity Wealth Limited

Clarity Wealth Limited

Sheffield
FCA verified
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1296
Minimum
wealth
£150k+
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.