Top 20 Independent Financial Advisers in West Yorkshire

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  • Sebastian Tempest at True Potential

    Otley
    Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what is important.
    11
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Knottingley
    Retirement and Pension Specialist, locally based, over 21 years experience. Call today for a free consultation or informal chat. Advice can be provided in person, phone or online.
    36
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Morley
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Leeds, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    17
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Bradford
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    46
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Wakefield
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Wakefield, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    41
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Denby dale
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    22
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gamble Gaunt & Mole

    Morley
    Financial advisers in Yorkshire, the best way to measure our service is by viewing our client testimonials, prompt response assured.
    92
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Henderson Employee Benefits

    Wetherby
    Our job is to understand your aims, plans and concerns and demystify all the jargon. Then to find and implement the best financial plans for you and to support you so that they come to fruition.
    < 10
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prosperity Financial Planning

    Ilkley
    Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions.
    50
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KJA Financial Services Ltd

    Leeds
    KJA Provides A comprehensive, no obligation FREE REVIEW of your pensions and investments.
    16
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • AFH Wealth Management

    Halifax
    Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.
    11
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Bradford
    How to plan for retirement and what to do when nearing retirement can appear confusing. I can help you with simple straightforward financial advice.
    47
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Waterbridge IFA

    Mirfield
    We aim to deliver professional Independent Financial Advice to retail and corporate clients, specialising in Investments, Pension Planning, Savings, Tax Planning and Protection insurance.
    New adviser
    £250k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ebor Financial Planning Ltd

    Wakefield
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    39
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tony Revans Financial Planning

    Wakefield
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brantwood Financial Planning Ltd

    Huddersfield
    Based in Huddersfield, Brantwood Financial Planning Ltd is one of the leading Independent Financial Advisers in the region. All advisers are very highly qualified Chartered Financial Planners and Independent Financial Advisers who advise on all areas of investment, pension and inheritance tax planning.
    < 10
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Leeds
    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.
    22
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Huddersfield
    Retirement and Pension Specialist, locally based in Huddersfield and West Yorkshire, over 21 years experience. Call today for a free consultation or initial chat.
    13
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Liversedge
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    40
    £0+
    8.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cowgills Wealth (Yorkshire) Limited

    Ilkley
    Bespoke advice following a thorough assessment of where you are now and how to get where you want to be.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    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.