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

Find the best FCA regulated financial advisers in Liversedge. Get expert help near you with pensions, investments, retirement planning and more
Liversedge, Kirklees, West Yorkshire
Clarity Wealth Limited

Clarity Wealth Limited

Cleckheaton
FCA verified
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1330
Minimum
wealth
£150k+
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
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Cleckheaton
FCA verified
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3384
Minimum
wealth
£50k+
Can help with
Pensions & retirement
SFL Wealth Management

SFL Wealth Management

Mirfield
FCA verified
Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
884
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Cleckheaton
FCA verified
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3384
Minimum
wealth
£50k+
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

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
14562
Minimum
wealth
£0+
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
418
Minimum
wealth
£50k+
Can help with
Clarity Wealth Limited

Clarity Wealth Limited

Liversedge
FCA verified
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1330
Minimum
wealth
£150k+
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
14562
Minimum
wealth
£0+
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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