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

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  • Kellands Chartered Financial Planners

    Leeds
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    28
    £250k+
    Can help with
    Pensions & retirement
  • Kellands Chartered Financial Planners

    Leeds
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    28
    £250k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Pudsey
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10485
    £0+
    Can help with
    Pensions & retirement
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  • IFT Wealth Management Ltd

    Halifax
    FCA verified
    Plan for tomorrow, live for today! Our truly independent financial advice can help you live life on your own terms, building the financial security to enjoy rich life experiences and be ready for whatever the future holds.
    215
    £50k+
    Can help with
    Pensions & retirement
  • Clarity Wealth Limited

    Cleckheaton
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    416
    £100k+
    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.
    145
    £100k+
    Can help with
    Financial planning
  • Mark Lightfoot

    Pontefract
    FCA verified
    Retirement and Pension Specialist, Chartered Financial Planner, based in Pontefract, Wakefield and Castleford, over 23-years experience. Call today for a free consultation or informal chat.
    115
    £50k+
    Can help with
    Pensions & retirement
  • Olive Tree Wealth Management Ltd

    Ossett
    FCA verified
    We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
    46
    £50k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Bingley
    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
    1618
    £50k+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (North East & Midlands)

    Leeds
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    219
    £250k+
    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.