Top 10 Independent (IFAs) & Restricted Financial Advisers in Allerthorpe
Jamie Sanderson IFA
PocklingtonAs your independent financial adviser, I offer expert, unbiased guidance from helping you protect your family, growing your investments, and planning for a secure future.
Clients
helped104Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentPhil Anderson Financial Services Ltd
PocklingtonProfessional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped1731Minimum
wealth£50k+Pensions & retirement+3Initial consultation free FCA verified IndependentAscot Lloyd
PocklingtonWe offer a range of financial services to cater to your specific needs. We understand that every individual has unique financial goals and circumstances, and our job is to consider all options and help you develop lifetime financial plans
Clients
helped997Minimum
wealth£150k+Pensions & retirementCKRInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Clarity Wealth Limited
PocklingtonEveryone looks forward to their retirement - are you prepared for yours?
Clients
helped814Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentFlying Colours Advice
PocklingtonFlying 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
helped18944Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentPrism Financial Advice Ltd
Stamford bridgeWe 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
Clients
helped2635Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified Independent- Clients
helped< 10Minimum
wealth£100k+Pensions & retirementGInitial consultation free FCA verified Restricted Clarity Wealth Limited
Market weightonEveryone looks forward to their retirement - are you prepared for yours?
Clients
helped814Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentMy Pension Expert
Market weightonWe’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped369Minimum
wealth£0+Pensions & retirement+4Initial consultation free FCA verified IndependentLindley Financial Management
Market weightonHelping you prepare for your family’s financial future.
Clients
helped19Minimum
wealth£150k+Pensions & retirementCInitial consultation free FCA verified Independent
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.