Top 10 Independent (IFAs) & Restricted Financial Advisers in West Halton

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Total assets
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  • Ascot Lloyd

    Elloughton and brough
    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
    744
    £150k+
    Can help with
    Pensions & retirement
  • Harmony Wealth Management LTD

    Elloughton and brough
    FCA verified
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
    247
    £100k+
    Can help with
    Pensions & retirement
  • Regent Street Advisers

    Scunthorpe
    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
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  • Daniel Dooley at True Potential Wealth Management

    Scunthorpe
    FCA verified
    As a Financial Adviser with over 20 years experience I can help you to meet your financial goals I pride myself on offering straightforward advice without the jargon.
    204
    £0+
    Can help with
    Pensions & retirement
  • Ascot Lloyd

    Scunthorpe
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    744
    £150k+
    Can help with
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Scunthorpe
    FCA verified
    A leading brand in Retirement Planning, providing expert advice across the UK either remotely or in the comfort of your own home. We cover all options from Annuities to Drawdown, and everything in between, as well as transfers, reviews and consolidation.
    4740
    £0+
    Can help with
    Pensions & retirement
  • Jeanette Mchardy at Tavistock Private Client

    Scunthorpe
    FCA verified
    Experienced and independent financial adviser with a demonstrated history of working in the financial services industry. Skilled in Pensions, Life Insurance, Finance, and Investments advice; providing clients with an ongoing service they can trust.
    23
    £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
  • Ian Bagshaw - Fairstone Financial Management

    Reedness
    FCA verified
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    233
    £100k+
    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

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.