Top 10 Independent (IFAs) & Restricted Financial Advisers in West Yorkshire

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  • Tamer Beshara - True Potential

    Pontefract
    FCA verified
    I am a fully qualified and regulated Financial and Mortgage Adviser. My role is to help you making all the right financial decisions that would impact on your life now or in the future.
    53
    £50k+
    Can help with
    Pensions & retirement

  • Morris Financial Planning Ltd

    Leeds
    FCA verified
    Specialising in investment, pension & protection planning. Personal tax planning strategies to help minimise tax and maximise wealth.
    38
    £50k+
    Can help with
    Pensions & retirement

  • John Wright at True Potential LLP

    Swillington
    FCA verified
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    474
    £100k+
    Can help with
    Pensions & retirement
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  • Fairstone Wealth Management Ltd

    Huddersfield
    FCA verified
    With offices in Huddersfield, Fairstone Wealth Management Ltd are highly qualified Chartered Financial Planners and Independent Financial Advisers who advise on all areas of investment, pension and inheritance tax planning.
    10
    £250k+
    Can help with
    Pensions & retirement

  • Clear Wealth Management

    Pontefract
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd.

    Leeds
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    13
    £50k+
    Can help with
    Pensions & retirement

  • Tilney

    Leeds
    FCA verified
    Your personal wealth. Our personal responsibility.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • RDS Financial Planning

    Mirfield
    FCA verified
    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
    227
    £0+
    Can help with
    Pensions & retirement

  • Attivo

    Hebden royd
    FCA verified
    Attivo takes a Life Plan First approach to financial planning, working with you to uncover What Matters Most to you in your lives today and for the future. We’re here to listen, to understand what you want out of your life.
    128
    £100k+
    Can help with
    Financial planning

  • Darren Brock - True Potential Wealth Management

    Wakefield
    FCA verified
    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.
    24
    £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.

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.