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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  • Horbury Financial Services Limited

    Wakefield
    FCA verified
    Horbury Financial Services Ltd is a trusted, well established business offering a one stop financial solution to clients.
    50
    £50k+
    Can help with
    Pensions & retirement

  • WealthConnect Financial Planning

    Huddersfield
    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.
    397
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Wakefield
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    1219
    £150k+
    Can help with
    Pensions & retirement
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  • 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.
    52
    £100k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Shipley
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in West Yorkshire helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
    5622
    £100k+
    Can help with
    Pensions & retirement

  • Olive Tree Wealth Management Ltd

    Wakefield
    FCA verified
    We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
    84
    £50k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Todmorden
    FCA verified
    "Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
    648
    £500k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Bingley
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    1219
    £150k+
    Can help with
    Pensions & retirement

  • Chris Jones - True Potential

    Halifax
    FCA verified
    My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • TheWealthPoint

    Normanton
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2762
    £250k+
    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.