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

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  • 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
    2198
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Alwoodley
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11649
    £0+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Liversedge
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    303
    £0+
    Can help with
    Pensions & retirement
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  • MPI Financial Advice

    Leeds
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4032
    £0+
    Can help with
    Pensions & retirement

  • Robert Smith at True Potential Wealth Management

    Leeds
    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.
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Huddersfield
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    303
    £0+
    Can help with
    Pensions & retirement

  • Bartlett Wealth Management Limited

    Horsforth
    FCA verified
    Our team will provide expert advice and cut away the unknown to deliver the right solution.
    13
    £100k+
    Can help with
    Pensions & retirement

  • Eastwood Financial Services Ltd

    Leeds
    FCA verified
    Giving you financial freedom.
    111
    £150k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management

    Wakefield
    FCA verified
    Need help with your pensions? Or retirement planning in general? With over 15 years of experience as a financial adviser you can be confident you will get good advice. Get in touch for simple straightforward advice.
    741
    £50k+
    Can help with
    Pensions & retirement

  • YorWealth Ltd

    Wetherby
    FCA verified
    YorWealth help clients and their families plan for a better future. We play a crucial role in helping our clients understand what they want, when they want it, and how to get there.
    62
    £100k+
    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.