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

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  • Clarity Wealth Limited

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

  • John Carter at True Potential Wealth Management

    Dewsbury
    FCA verified
    True Potential is a top UK advisory firm offering exceptional financial planning. Our extensive team delivers personalized, face-to-face service across the UK, including Scotland and Northern Ireland. FCA authorised and regulated.
    43
    £50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management

    Kirkburton
    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.
    727
    £50k+
    Can help with
    Pensions & retirement
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  • 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

  • Olive Tree Wealth Management Ltd

    Mirfield
    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.
    61
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Liversedge
    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.
    11541
    £0+
    Can help with
    Pensions & retirement

  • Arcus Wealth - Jonathan Sharp

    Liversedge
    FCA verified
    We are a fully independent, regulated and authorised by the Financial Conduct Authority. By not being tied to one particular provider, we have the freedom to make recommendations based on what’s right for your situation and provide the best outcome.
    261
    £0+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

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

  • Ian Bagshaw - Fairstone Financial Management

    Mirfield
    FCA verified
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    225
    £100k+
    Can help with
    Pensions & retirement

  • Robert Smith at True Potential Wealth Management

    Mirfield
    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
    £0+
    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.