Top 10 Independent (IFAs) & Restricted Financial Advisers in Sowerby Bridge

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

Whitehill Financial Management Ltd

Halifax

FCA verified

A down-to-earth, friendly, local Chartered Financial Adviser. Investments, savings, pensions, and retirement are my speciality!

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Halifax

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

Start enquiry View profile

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

385

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

PenLife Chartered Financial Planners

Halifax

FCA verified

You don’t need to feel nervous about getting help with your wealth. Our dedicated team of experts offer friendly, down-to-earth advice that gets results. It’s a holistic approach that supports your life, not just your finances.

Clients
helped

101

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Sebastian Tempest at True Potential

Halifax

FCA verified

I have been helping my clients with their investments, pension & retirement planning, including Defined Benefit advice, since 2003. Please do get in touch and I will be delighted to help you achieve your financial goals.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Halifax

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

Start enquiry View profile

WealthConnect Financial Planning Ltd

Halifax

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

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Mosaac (Royston)

Halifax

FCA verified

Building the picture of your financial security, ensuring you can spend time on the things that really matter.

Clients
helped

219

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Chris Pickering at Continuum Financial Services LLP

Halifax

FCA verified

I'm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clear and less complicated.

Clients
helped

121

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Chris Jones - True Potential

Halifax

FCA verified

My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.

Clients
helped

Minimum
wealth

£100k+

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.