Top 10 Independent (IFAs) & Restricted Financial Advisers in Castleford

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  • West Riding Personal Financial Solutions Ltd

    Castleford
    FCA verified
    Managing over £60m in client assets West Riding is the only completely Independent Financial Advisor firm in Castleford.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Mark Lightfoot

    Pontefract
    FCA verified
    Retirement and Pension Specialist, Chartered Financial Planner, locally based in Wakefield and Pontefract, over 23-years experience. Call today for a free consultation or informal chat.
    54
    £50k+
    Can help with
    Pensions & retirement
  • Clarity Wealth Limited

    Castleford
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    385
    £100k+
    Can help with
    Pensions & retirement
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  • Celestial Wealth

    Castleford
    FCA verified
    With over 25 years ensuring that our clients receive the advice and support they require throughout their careers and beyond.
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • Oakworth Financial Planning Ltd

    Pontefract
    FCA verified
    We provide retirement planning, life cover and investment advice for people in the local area. Our philosophy is to help people to feel confident about their finances, to be clear about how much money they have, and what they can do with it.
    82
    £50k+
    Can help with
    Pensions & retirement
  • Mark Lightfoot

    Pontefract
    FCA verified
    Retirement and Pension Specialist, Chartered Financial Planner, based in Pontefract, Wakefield and Castleford, over 23-years experience. Call today for a free consultation or informal chat.
    113
    £50k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management

    Castleford
    FCA verified
    Need advice on whether to consolidate your pensions, help in withdrawing tax free cash? I can help answer your pension and retirement planning questions.
    594
    £50k+
    Can help with
    Pensions & retirement
  • Ian Bagshaw - Fairstone Financial Management

    Castleford
    FCA verified
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    163
    £50k+
    Can help with
    Pensions & retirement
  • Clear Wealth Management

    Pontefract
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management LLP

    Normanton
    FCA verified
    Some of the benefits of using True Potential; Free first meeting via telephone or face to face. Top 3 national advice firm. FCA registered, Lowest advice fees, exceptional funds. Winner of several customer service and platform awards.
    218
    £100k+
    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.