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

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  • Josh Green at V-Financial

    Knottingley
    FCA verified
    38
    £50k+
    Can help with
    Pensions & retirement

  • Simpson Wood (Financial Services) Limited

    Wakefield
    FCA verified
    As Independent Financial Advisers with a broad range of experience and expertise, we are proud to offer wholly independent advice. It is our firm belief in providing all clients with bespoke advice; therefore, advice is unique to each client.
    167
    £0+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Wakefield
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Liverpool helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
    5282
    £100k+
    Can help with
    Pensions & retirement
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  • James Tomlinson - True Potential Wealth Management LLP

    Pontefract
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money. We have over 7500 reviews on Trust Pilot rated as Excellent.
    45
    £0+
    Can help with
    Pensions & retirement

  • Horbury Financial Services Limited

    Wakefield
    FCA verified
    Horbury Financial Services Ltd is a trusted, well established business offering a one stop financial solution to clients.
    50
    £50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management LLP

    South kirkby and moorthorpe
    FCA verified
    Some of the benefits of using True Potential; Free first meeting via telephone or face to face. Top 3 national advice firm. FCA registered, Lowest advice fees, exceptional funds. Winner of several customer service and platform awards.
    230
    £100k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management LLP

    Normanton
    FCA verified
    Some of the benefits of using True Potential; Free first meeting via telephone or face to face. Top 3 national advice firm. FCA registered, Lowest advice fees, exceptional funds. Winner of several customer service and platform awards.
    230
    £100k+
    Can help with
    Pensions & retirement

  • The Financial Planning Centre Limited

    Wakefield
    FCA verified
    We offer personalised financial advice to help you build a prosperous financial future. We help you build a comprehensive and flexible financial plan which allows you to meet your goals and aspirations enjoying a secure financial future.
    180
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Wakefield
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    425
    £100k+
    Can help with
    Pensions & retirement

  • Horbury Financial Services Limited

    Ackworth
    FCA verified
    Horbury Financial Services Ltd is a trusted, well established business offering a one stop financial solution to clients.
    50
    £50k+
    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.