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

Find the best FCA regulated financial advisers in Heckmondwike. Get expert help near you with pensions, investments, retirement planning and more
Heckmondwike, Kirklees, West Yorkshire
WealthConnect Financial Planning

WealthConnect Financial Planning

Mirfield
FCA verified
As your independent financial adviser, I offer expert, unbiased guidance from helping you protect your family, growing your investments, and planning for a secure future.
Clients
helped
436
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Clarity Wealth Limited

Clarity Wealth Limited

Liversedge
FCA verified
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1296
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Liversedge
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14503
Minimum
wealth
£0+
Can help with
Pensions & retirement
Olive Tree Wealth Management Ltd

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.
Clients
helped
84
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Dewsbury
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14503
Minimum
wealth
£0+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Mirfield
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14503
Minimum
wealth
£0+
Can help with
Pensions & retirement
TheWealthPoint

TheWealthPoint

Batley
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2854
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Olive Tree Wealth Management Ltd

Olive Tree Wealth Management Ltd

Dewsbury
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.
Clients
helped
84
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Advies Wealth Ltd

Advies Wealth Ltd

Mirfield
FCA verified
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
402
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Clarity Wealth Limited

Clarity Wealth Limited

Dewsbury
FCA verified
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1296
Minimum
wealth
£150k+
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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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.