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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
BBT Group

BBT Group

Crigglestone
Initial consultation free
FCA verified
Independent
We help people plan for a successful retirement and try and help them enjoy themselves whilst in retirement. We then help people to pass on wealth to the next generation with various tax planning strategies.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Gerald Turner
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Business
Olive Tree Wealth Management Ltd

Olive Tree Wealth Management Ltd

Featherstone
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
Greenleaf Financial Solutions

Greenleaf Financial Solutions

Castleford
Initial consultation free
FCA verified
Restricted
Greenleaf Financial Solutions have been providing financial advice for over two years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Dan Holland
Can help with
Insurance & protection
Savings
Mosaac (Royston)

Mosaac (Royston)

Castleford
Initial consultation free
FCA verified
Independent
Building the picture of your financial security, ensuring you can spend time on the things that really matter.
Clients
helped
230
Minimum
wealth
£100k+
Meet the team
Sara Mortimer
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
98
Minimum
wealth
£50k+
Meet the team
Karl Wareing
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Clarity Wealth Limited

Clarity Wealth Limited

Featherstone
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1478
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
Fairstone Group

Fairstone Group

Castleford
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
15115
Minimum
wealth
£0+
Meet the team
Ray Garnett
Jonathan Garnett
Darron Whitehead
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
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