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

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  • Sachin Jain at True Potential Wealth Management

    Featherstone
    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

  • Andrew Brown at True Potential Wealth Management

    Pontefract
    FCA verified
    Friendly, investment and retirement planning advice from the comfort of your own home. 18 years experience.
    206
    £100k+
    Can help with
    Pensions & retirement

  • Phil Anderson Financial Services Ltd

    Featherstone
    FCA verified
    Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
    1375
    £50k+
    Can help with
    Pensions & retirement
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  • Regent Street Advisers

    Wakefield
    FCA verified
    Quality advice on Pension, Investment, Equity Release and Protection needs given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 15/02/2024
    76
    £0+
    Can help with
    Pensions & retirement

  • Olive Tree Wealth Management Ltd

    Ossett
    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.
    62
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Pontefract
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    632
    £150k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Normanton
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    632
    £150k+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Pontefract
    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

  • Regent Street Advisers Ltd

    Pontefract
    FCA verified
    I have 21 years of experience in providing sound financial advice in the areas of Pensions and Investments. Always happy to have a chat without any obligation.
    291
    £0+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Featherstone
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    632
    £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.