Top 20 Independent Financial Advisers in Wakefield

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  • Ebor Financial Planning Ltd

    Wakefield
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    37
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Darren Brock - True Potential Wealth Management

    Wakefield
    For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
    New adviser
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Future Group UK Ltd

    Wakefield
    We take the mystery out of financial matters and ensure our clients understand what they can do. We make financial planning simple and Jargon free.
    24
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kathryn Andrassy - Independent Financial Adviser

    Wakefield
    Very well connected locally, sure to be of assistance with whatever you require.
    33
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tony Revans Financial Planning

    Wakefield
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Wakefield
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Wakefield, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    40
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    Wakefield
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Wakefield
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years' experience.
    52
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandringham Financial Partners

    Wakefield
    Helping you achieve your goals is what drives me as a Sandringham Founding Partner.
    23
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Wakefield
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    10
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Mark Lightfoot

    Wakefield
    Retirement and Pension Specialist, locally based in Wakefield, over 21 years experience. Call today for a free consultation or initial chat between 8am - 8pm weekdays or 9am - 12midday on Saturday's.
    49
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cricket Hill Financial Planning Limited

    Wakefield
    Cricket Hill Financial Planning pride ourselves on giving jargon-free advice to customers across Barnsley and Yorkshire.
    54
    £0+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Reward Financial Services Ltd.

    Wakefield
    I help the clients achieve long term financial security by reducing the complexities and use the experience to help you achieve your financial goals.
    20
    £20k+
    9.1
    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.