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

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  • Titan Financial Planning

    Leeds
    FCA verified
    We review your needs and priorities, often working with other professional advisers to gain a detailed understanding of your situation, objectives and attitude to risk. This allows us to structure the right solutions to achieve your financial goals.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Fatgreen Wealth

    Wetherby
    FCA verified
    Anny was an Investment Banker and CFO of a high-growth company working across Asia, America and now Yorkshire. With a background in Finance, Anny understands the importance of financial planning and the value of saving and investments.
    110
    £0+
    Can help with
    Pensions & retirement

  • Titan Financial Planning

    Boston spa
    FCA verified
    We review your needs and priorities, often working with other professional advisers to gain a detailed understanding of your situation, objectives and attitude to risk. This allows us to structure the right solutions to achieve your financial goals.
    < 10
    £50k+
    Can help with
    Pensions & retirement
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  • Thomas Dalton at True Potential Wealth Management LLP

    Halifax
    FCA verified
    Trusted & Friendly Wealth Management Partner at True Potential LLP
    36
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Shipley
    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
    2198
    £50k+
    Can help with
    Pensions & retirement

  • Liberate Wealth

    Leeds
    FCA verified
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    56
    £100k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Leeds
    FCA verified
    We 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!
    5327
    £100k+
    Can help with
    Pensions & retirement

  • Life Financial Planning

    Hebden royd
    FCA verified
    We offer comprehensive independent financial advice and planning to enable our clients to understand and achieve their financial goals.
    90
    £100k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

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

  • Fairstone Group

    Holme valley
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11649
    £0+
    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.