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

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  • The Private Office

    Sheffield
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30296
    £100k+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Dronfield
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    622
    £50k+
    Can help with
    Pensions & retirement

  • Jones & Co Independent Financial Advice

    Dronfield
    FCA verified
    Contact our award winning team for friendly advice and guidance for all your current and future financial needs. We are a dynamic, modern company who offer face to face or remote consultations -online/Telephone
    195
    £0+
    Can help with
    Pensions & retirement
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  • Charles James Financial Planning Limited

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

  • Ryan Neil - Harvest Associates

    Sheffield
    FCA verified
    37
    £0+
    Can help with
    Pensions & retirement

  • James Tomlinson - True Potential Wealth Management LLP

    Dronfield
    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.
    76
    £0+
    Can help with
    Pensions & retirement

  • Matt Pike - Opal Financial Planning (M&G TAP)

    Sheffield
    FCA verified
    We all have things that are important to us. Even if it’s making sure your current standard of living lasts throughout retirement, it’s important to know where to start.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Leo Alexander Wealth & Financial Management

    Dronfield
    FCA verified
    We provide completely Independent Advice. Leo Alexander are also one of the very few companies to be fully qualified and authorised by the FCA to Manage Investments, not just advise on them. We always aim to provide the very best we can to our clients.
    57
    £0+
    Can help with
    Pensions & retirement

  • Slater Financial Ltd

    Sheffield
    FCA verified
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    1065
    £50k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Sheffield
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    744
    £150k+
    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.