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

I need advice on
Total assets
My postcode
First meeting is free

  • PenLife Chartered Financial Planners

    Halifax
    FCA verified
    We believe financial planning is about enabling you to attain, and more importantly maintain, the lifestyle you choose. It’s all about getting you to where you want to be – wherever that is.
    57
    £100k+
    Can help with
    Pensions & retirement

  • Eastwood Financial Services Ltd

    Elland
    FCA verified
    Giving you financial freedom.
    111
    £150k+
    Can help with
    Pensions & retirement

  • Joanne at Every Step Financial Services

    Halifax
    FCA verified
    We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth.
    < 10
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Edward Bond Associates

    Halifax
    FCA verified
    Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    3780
    £0+
    Can help with
    Pensions & retirement

  • Zenith Wealth Management

    Halifax
    FCA verified
    The service offered by Zenith Independent Wealth Management is all about achieving your financial goals – whatever they may be.
    56
    £50k+
    Can help with
    Pensions & retirement

  • Zenith Wealth Management

    Halifax
    FCA verified
    The service offered by Zenith Wealth Management is all about achieving your financial goals – whatever they may be.
    30
    £50k+
    Can help with
    Pensions & retirement

  • AFH Wealth Management

    Halifax
    FCA verified
    Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.
    13
    £0+
    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.
    208
    £50k+
    Can help with
    Pensions & retirement

  • Simpson Wood (Financial Services) Limited

    Halifax
    FCA verified
    As Independent Financial Advisers with a broad range of experience and expertise, we are proud to offer wholly independent advice. It is our firm belief in providing all clients with bespoke advice; therefore, advice is unique to each client.
    167
    £0+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Halifax
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    28
    £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.