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

TheWealthPoint

Halifax

FCA verified

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Clients
helped

2896

Minimum
wealth

£250k+

Can help with

Pensions & retirement

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Slater Financial Ltd

Huddersfield

FCA verified

20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.

Clients
helped

1358

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Chartered, independent planners who give precise, actionable answers. With scenario modelling, proactive reviews, and highly competitive, transparent fees, we keep your goals on track. We'll help you live with financial confidence, today and tomorrow.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

True Potential Wealth Management- Damien Smith

Brighouse

FCA verified

Helping you achieve your goals and keeping it simple is what drives me as a financial planner with True potential. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Azets Wealth Management

Pudsey

FCA verified

We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.

Clients
helped

272

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Financial Management Ltd

Morley

FCA verified

UK top-rated Independent Financial Planners specialising in pre and post retirement financial planning for individuals and small businesses

Clients
helped

294

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

True Potential Wealth Management

Kirkburton

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.

Clients
helped

935

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Clarity Wealth Limited

South kirkby and moorthorpe

FCA verified

Everyone looks forward to their retirement - are you prepared for yours?

Clients
helped

1327

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Chris Pickering at Continuum Financial Services LLP

Drighlington

FCA verified

I'm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clear and less complicated.

Clients
helped

126

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

AAB Wealth Chartered Financial Planners

Alwoodley

FCA verified

Giving you confidence in your financial future

Clients
helped

664

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.