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

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

    Mirfield
    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.
    390
    £0+
    Can help with
    Pensions & retirement

  • Liberate Wealth

    Wakefield
    FCA verified
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    89
    £50k+
    Can help with
    Pensions & retirement

  • Quantum Wealth Management Ltd

    Bradford
    FCA verified
    Bespoke, holistic financial planning with a specialism in the at-retirement and in-retirement advice area.
    104
    £50k+
    Can help with
    Pensions & retirement
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  • TheWealthPoint

    Dewsbury
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2746
    £250k+
    Can help with
    Pensions & retirement

  • Sebastian Tempest at True Potential

    Bradford
    FCA verified
    I have been helping my clients with their investments, pension & retirement planning, including Defined Benefit advice, since 2003. Please do get in touch and I will be delighted to help you achieve your financial goals.
    51
    £100k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Holme valley
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1632
    £150k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management

    Leeds
    FCA verified
    Need help with your pensions? Or retirement planning in general? With over 15 years of experience as a financial adviser you can be confident you will get good advice. Get in touch for simple straightforward advice.
    916
    £50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management

    Bradford
    FCA verified
    Need help with your pensions? Or retirement planning in general? With over 15 years of experience as a financial adviser you can be confident you will get good advice. Get in touch for simple straightforward advice.
    916
    £50k+
    Can help with
    Pensions & retirement

  • Regent Street Advisers

    Huddersfield
    FCA verified
    Quality advice on Pension and Investment needs, given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 15/02/2024
    109
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Huddersfield
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 13,500 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14219
    £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.