Are you an adviser? Go to Unbiased Pro
Login

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

Find the best FCA regulated financial advisers in Wakefield. Get expert help near you with pensions, investments, retirement planning and more
Wakefield, West Yorkshire
Olive Tree Wealth Management Ltd

Olive Tree Wealth Management Ltd

Wakefield
Initial consultation free
FCA verified
Restricted
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
85
Minimum
wealth
£50k+
Meet the team
Simon Herbert
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Liberate Wealth

Liberate Wealth

Wakefield
Initial consultation free
FCA verified
Independent
As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
Clients
helped
99
Minimum
wealth
£50k+
Meet the team
Karl Wareing
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Wakefield
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15306
Minimum
wealth
£0+
Meet the team
Darron Whitehead
Kelsey Gladwell
Ray Garnett
Jonathan Garnett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Fairstone Group

Fairstone Group

Wakefield
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15306
Minimum
wealth
£0+
Meet the team
Jonathan Garnett
Ray Garnett
Darron Whitehead
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Chris Pickering at Continuum Financial Services LLP

Chris Pickering at Continuum Financial Services LLP

Crigglestone
Initial consultation free
FCA verified
Independent
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
147
Minimum
wealth
£0+
Meet the team
Chris Pickering
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Clarity Wealth Limited

Clarity Wealth Limited

Normanton
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1512
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Liberate Wealth

Liberate Wealth

Ossett
Initial consultation free
FCA verified
Independent
As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
Clients
helped
99
Minimum
wealth
£50k+
Meet the team
Karl Wareing
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
TheWealthPoint

TheWealthPoint

Pontefract
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3257
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Clarity Wealth Limited

Clarity Wealth Limited

Wakefield
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1512
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Olive Tree Wealth Management Ltd

Olive Tree Wealth Management Ltd

Wakefield
Initial consultation free
FCA verified
Restricted
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
85
Minimum
wealth
£50k+
Meet the team
Simon Herbert
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Wakefield