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

Find the best FCA regulated financial advisers in Holmfirth. Get expert help near you with pensions, investments, retirement planning and more

Heritage Wealth Solutions Ltd

Holme valley

FCA verified

Chartered, independent planners who give precise, actionable answers. With scenario modelling, proactive reviews, and highly competitive, transparent fees, we keep your goals on track. We'll help you live with financial confidence, today and tomorrow.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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Liberate Wealth

Holme valley

FCA verified

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

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Holme valley

FCA verified

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Clients
helped

38122

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Holme valley

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

Start enquiry View profile

Becketts FS Ltd

Holme valley

FCA verified

🏆 Advice Firm of the Year 2023 (Professional Adviser) 🏆 Advice Firm of the Year 2022 (Money Marketing) 🏆 New Model Adviser Top100 - 2021 | 2022 | 2023 | 2024 Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)

Clients
helped

102

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Holme valley

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1727

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Agile Independent Financial Advice Ltd

Huddersfield

FCA verified

Independent advice, done right. At Agile IFA we are here to help you craft a clear long term financial plan. We'll help you pull your existing financial 'stuff' together, understand where you are now and how you can achieve your ideal future lifestyle.

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Regent Street Advisers

Huddersfield

FCA verified

Quality advice on Pension and Investment needs, given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 15/02/2024

Clients
helped

112

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Huddersfield

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1727

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

WealthConnect Financial Planning

Huddersfield

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

Start enquiry View profile

Show only advisers available for contact

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.