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

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  • Phil Anderson Financial Services Ltd

    Dewsbury
    FCA verified
    Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
    1125
    £50k+
    Can help with
    Pensions & retirement
  • Olive Tree Wealth Management Ltd

    Ossett
    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.
    45
    £50k+
    Can help with
    Pensions & retirement
  • Ian Bagshaw - Fairstone Financial Management

    Mirfield
    FCA verified
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    162
    £50k+
    Can help with
    Pensions & retirement
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  • Matthew Rose at Sandringham Financial Partners

    Ossett
    FCA verified
    Helping you achieve your goals is what drives me as a Sandringham Founding Partner.
    44
    £50k+
    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.
    10181
    £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
    223
    £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.
    45
    £50k+
    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
    223
    £0+
    Can help with
    Pensions & retirement
  • Liberate Wealth

    Ossett
    FCA verified
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    53
    £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
    243
    £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.