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

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  • The Pension Planner

    Shipley
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in West Yorkshire 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!
    5323
    £100k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Shipley
    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
    2166
    £50k+
    Can help with
    Pensions & retirement

  • Gee 7 Wealth

    Baildon
    FCA verified
    Financial wellbeing is just as important as your health - what's your level of financial well being?
    17
    £50k+
    Can help with
    Pensions & retirement
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  • Liberate Wealth

    Baildon
    FCA verified
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    56
    £100k+
    Can help with
    Pensions & retirement

  • RetireInvest Limited

    Baildon
    FCA verified
    We offer professional, friendly, easy to understand, bespoke advice.
    21
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Baildon
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    622
    £100k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Baildon
    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.
    271
    £250k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management

    Bradford
    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.
    728
    £50k+
    Can help with
    Pensions & retirement

  • Sachin Jain at True Potential Wealth Management

    Bradford
    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.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Baildon
    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
    2166
    £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.