Top 10 Independent (IFAs) & Restricted Financial Advisers in Burley
Humboldt Financial
LeedsAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped1778Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentTrue Potential Wealth Management
LeedsNeed 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.
Clients
helped798Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedQuilter Cheviot Financial Planning (North East & Midlands)
LeedsWe’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.
Clients
helped306Minimum
wealth£250k+Pensions & retirement+1Initial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.The Financial Planning Centre Limited
LeedsWe offer personalised financial advice to help you build a prosperous financial future. We help you build a comprehensive and flexible financial plan which allows you to meet your goals and aspirations enjoying a secure financial future.
Clients
helped204Minimum
wealth£50k+Pensions & retirementJMInitial consultation free FCA verified IndependentAscot Lloyd
LeedsOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped940Minimum
wealth£150k+Pensions & retirementCKRInitial consultation free FCA verified IndependentThe Pension Planner
LeedsWe are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Leeds 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!
Clients
helped5412Minimum
wealth£100k+Pensions & retirement+1Initial consultation free FCA verified IndependentThe Private Office
LeedsIndependent, 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.
Clients
helped32084Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentClarity Wealth Limited
LeedsEveryone looks forward to their retirement - are you prepared for yours?
Clients
helped769Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentFlying Colours Advice
LeedsFlying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped18722Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentChris Lang - Alexander House Financial Planning Ltd
LeedsProviding experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
Clients
helped78Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Restricted
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.