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

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

RDS Financial Planning

Kirkburton
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
Clients
helped
390
Minimum
wealth
£0+
Can help with
Pensions & retirement
Liberate Wealth

Liberate Wealth

Kirkburton
FCA verified
As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
Clients
helped
94
Minimum
wealth
£50k+
Can help with
Pensions & retirement
True Potential Wealth Management

True Potential Wealth Management

Kirkburton
FCA verified
Need help with your pensions? Or retirement planning in general? With over 15 years of experience as a financial adviser you can be confident you will get good advice. Get in touch for simple straightforward advice.
Clients
helped
935
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Ascot Lloyd

Ascot Lloyd

Denby dale
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
1764
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Becketts FS Ltd

Becketts FS Ltd

Huddersfield
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
sf

Slater Financial Ltd

Huddersfield
FCA verified
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
1358
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Huddersfield
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
14562
Minimum
wealth
£0+
Can help with
Pensions & retirement
Ascot Lloyd

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
1764
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Harmony Wealth Management LTD

Harmony Wealth Management LTD

Huddersfield
FCA verified
The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
Clients
helped
363
Minimum
wealth
£100k+
Can help with
Pensions & retirement
The Private Office

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
38294
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.

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.