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

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  • Regent Street Advisers Ltd

    Cleckheaton
    FCA verified
    I have 21 years of experience in providing sound financial advice in the areas of Pensions and Investments. Always happy to have a chat without any obligation.
    239
    £0+
    Can help with
    Pensions & retirement

  • RDS Financial Planning

    Liversedge
    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
    228
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Liversedge
    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.
    10369
    £0+
    Can help with
    Pensions & retirement
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  • Clarity Wealth Limited

    Cleckheaton
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    404
    £100k+
    Can help with
    Pensions & retirement

  • RDS Financial Planning

    Mirfield
    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
    228
    £0+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management- Damien Smith

    Brighouse
    FCA verified
    Helping you achieve your goals and keeping it simple is what drives me as a financial planner with True potential. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.
    40
    £0+
    Can help with
    Pensions & retirement

  • Olive Tree Wealth Management Ltd

    Mirfield
    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.
    46
    £50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management

    Kirkburton
    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.
    605
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Bradford
    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.
    16985
    £100k+
    Can help with
    Pensions & retirement

  • Liberate Wealth

    Brighouse
    FCA verified
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    77
    £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.