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

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  • True Potential Wealth Management

    Clayton
    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.
    603
    £50k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Clayton
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16980
    £100k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Bradford
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1580
    £50k+
    Can help with
    Pensions & retirement
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  • True Potential Wealth Management

    Bradford
    FCA verified
    Need advice on drawdown pensions? eg. Withdrawing Tax Free Cash......... I have extensive knowledge on older pensions eg. Royal London (ex-CIS) plans with guaranteed annuity rates, Sun Life of Canada plans with GARS, Aviva plans with GARS etc
    603
    £50k+
    Can help with
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    Bradford
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    1815
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Bradford
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot
    10357
    £0+
    Can help with
    Pensions & retirement
  • RDS Financial Planning

    Bradford
    FCA verified
    Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress
    227
    £0+
    Can help with
    Pensions & retirement
  • Clarity Wealth Limited

    Bradford
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    402
    £100k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Bradford
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1580
    £50k+
    Can help with
    Pensions & retirement
  • Slater Financial Ltd

    Bradford
    FCA verified
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    918
    £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.

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