Top 10 Independent (IFAs) & Restricted Financial Advisers in Holme Upon Spalding Moor

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  • David Swaby - Continuum (Financial Services) LLP

    Market weighton
    FCA verified
    Experienced Independent Financial Adviser with a demonstrated history of providing sound Financial Advice to my clients. I specialise in Savings, Pensions, Retirement, Investments, Inheritance Tax & Trust’s as well as Mortgage and Protection planning.
    11
    £0+
    Can help with
    Pensions & retirement

  • TGL Financial Planning

    North cave
    FCA verified
    Any advice you receive is tailored to your needs, so each plan created is your own road map to success. The meetings are relaxed, communication is transparent and jargon free and at no stage through any process are you under any obligation.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • David Swaby - Continuum (Financial Services) LLP

    Howden
    FCA verified
    Experienced Independent Financial Adviser with a demonstrated history of providing sound Financial Advice to my clients. I specialise in Savings, Pensions, Retirement, Investments, Inheritance Tax & Trust’s as well as Mortgage and Protection planning.
    11
    £0+
    Can help with
    Pensions & retirement
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  • The Private Office

    Howden
    FCA verified
    Independent, 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.
    30183
    £100k+
    Can help with
    Pensions & retirement

  • Chris Schofield - Foster Denovo

    South cave
    FCA verified
    I am based in Willerby and offer a local service to clients in the area. I am an experienced Financial adviser with over 30 years experience. Specialising in retirement planning, investments and inheritance tax planning.
    < 10
    £150k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Pocklington
    FCA verified
    We 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
    726
    £150k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Pocklington
    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
    2188
    £50k+
    Can help with
    Pensions & retirement

  • Phil Anderson Financial Services Ltd

    Pocklington
    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
    1367
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Pocklington
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    626
    £150k+
    Can help with
    Pensions & retirement

  • Ian Bagshaw - Fairstone Financial Management

    Reedness
    FCA verified
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    230
    £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.