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

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  • The Private Office

    Holme valley
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26316
    £100k+
    Can help with
    Pensions & retirement
  • RDS Financial Planning

    Leeds
    FCA verified
    Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress
    218
    £0+
    Can help with
    Pensions & retirement
  • Phil Anderson Financial Services Ltd

    Knottingley
    FCA verified
    Professional Adviser Awards - Winners 2022 Finance Awards 2018 - Independent Financial Advisors of the Year
    102
    £50k+
    Can help with
    Pensions & retirement
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  • Kellands Chartered Financial Planners

    Leeds
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    23
    £250k+
    Can help with
    Pensions & retirement
  • Kellands Chartered Financial Planners

    Leeds
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    23
    £250k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management

    Clayton
    FCA verified
    Need advice on whether to consolidate your pensions, help in withdrawing tax free cash? I can help answer your pension and retirement planning questions.
    590
    £50k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management LLP

    Normanton
    FCA verified
    Some of the benefits of using True Potential; Free first meeting via telephone or face to face. Top 3 national advice firm. FCA registered, Lowest advice fees, exceptional funds. Winner of several customer service and platform awards.
    216
    £100k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Bradford
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1485
    £50k+
    Can help with
    Pensions & retirement
  • Kellands Chartered Financial Planners

    Hebden royd
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    23
    £250k+
    Can help with
    Pensions & retirement
  • RDS Financial Planning

    Liversedge
    FCA verified
    Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress
    218
    £0+
    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.