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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  • 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.
    918
    £50k+
    Can help with
    Pensions & retirement

  • Mosaac (Royston)

    Halifax
    FCA verified
    Building the picture of your financial security, ensuring you can spend time on the things that really matter.
    205
    £100k+
    Can help with
    Pensions & retirement

  • 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
    293
    £100k+
    Can help with
    Pensions & retirement
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  • Ascot Lloyd

    Brighouse
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1639
    £150k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Leeds
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    1216
    £150k+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Morley
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    1817
    £50k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Leeds
    FCA verified
    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. We aim to make your retirement as simple as possible!
    5622
    £100k+
    Can help with
    Pensions & retirement

  • IFT Wealth Management Ltd

    Halifax
    FCA verified
    Plan for tomorrow, live for today! Our truly independent financial advice can help you live life on your own terms, building the financial security to enjoy rich life experiences and be ready for whatever the future holds.
    437
    £100k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Wakefield
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    1216
    £150k+
    Can help with
    Pensions & retirement

  • WealthConnect Financial Planning

    Morley
    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

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.