Top 20 Independent Financial Advisers in Leeds

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  • Kirk Newsholme Financial Planning Limited

    Leeds
    We have extensive knowledge and experience in providing high-quality wealth-management and financial planning advice to both companies and individuals.
    15
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mason Cole Wealth Management Limited

    Leeds
    We specialise in providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Leeds
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Leeds, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    63
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Leeds
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    11
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Leeds
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    16
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • iWealth Ltd

    Leeds
    We are independent Financial Planners based in Leeds, working with high earners, business owners and people at retirement.
    13
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Eastwood Financial Services Ltd

    Leeds
    Giving you financial freedom.
    89
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Leeds
    I provide a bespoke, personal financial planning and advisory service tailored and unique to you. I believe that the cornerstone of effective financial planning is the recognition that everyone’s economic and life situation is unique.
    153
    £20k+
    7.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Seventy Financial Planning

    Leeds
    Chris's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
    85
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Raymond James, Thorpe Park Leeds

    Leeds
    We are passionate about providing bespoke investment solutions to business people and their families, helping our clients to achieve their long term financial goals with insight and integrity.
    < 10
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Reward Financial Services Ltd.

    Leeds
    I help the clients achieve long term financial security by reducing the complexities and use the experience to help you achieve your financial goals.
    21
    £20k+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Olive Tree Wealth Management Ltd

    Leeds
    We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
    17
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tracy Simpson Financial Planning

    Leeds
    Getting to know you, your family and your goals. Simple and transparent advice personalised to you, by a Fellow of the Personal Finance Society and Chartered Financial Planner.
    17
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Leeds
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    35
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kippax Financial Services Ltd

    Leeds
    Whether it's a mortgage, pension or investment get professional expert advice and avoid DIY mistakes
    136
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CS Mortgage Solutions

    Leeds
    Our core values include delivering a first-class service to all of our clients and we pride ourselves on forming long-standing client relationships founded on honesty, integrity and trust. We offer personalised financial planning to both private and business clients, providing advice and making recommendations that suit individual circumstances. We understand that our clients have many different needs and objectives and therefore we do not offer a ‘one size fits all approach’. Instead, we create bespoke financial solutions which involves us working together with our clients, often over the longer term, in order to help them achieve their goals.
    10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hentons Wealth Limited

    Leeds
    We believe that all our clients are individuals and that we all have different circumstances and aspirations. Our goal is quite simply to help you get wherever you want to be as efficiently as possible.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • VSL Wealth Management

    Leeds
    Provide well rounded advice to personal and business clients: Investment/savings, retirement & pensions, protection, and estate planning
    29
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KJA Financial Services Ltd

    Leeds
    KJA Provides A comprehensive, no obligation FREE REVIEW of your pensions and investments.
    16
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • J.M. Glendinning Financial Services Limited

    Leeds
    We aim to deliver solutions which meet our clients needs and objectives, and then we monitor the progress.
    20
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    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.