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

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  • PenLife Chartered Financial Planners

    Halifax
    FCA verified
    You don’t need to feel nervous about getting help with your wealth. Our dedicated team of experts offer friendly, down-to-earth advice that gets results. It’s a holistic approach that supports your life, not just your finances.
    71
    £100k+
    Can help with
    Pensions & retirement

  • John Carter at True Potential Wealth Management

    Halifax
    FCA verified
    True Potential is a top UK advisory firm offering exceptional financial planning. Our extensive team delivers personalized, face-to-face service across the UK, including Scotland and Northern Ireland. FCA authorised and regulated.
    44
    £50k+
    Can help with
    Pensions & retirement

  • Eastwood Financial Services Ltd

    Elland
    FCA verified
    Giving you financial freedom.
    111
    £150k+
    Can help with
    Pensions & retirement
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  • IFT Wealth Management Ltd

    Halifax
    FCA verified
    Plan for tomorrow, live for today! Our truly independent financial advice can help you live life on your own terms, building the financial security to enjoy rich life experiences and be ready for whatever the future holds.
    295
    £50k+
    Can help with
    Pensions & retirement

  • Chris Lang - Alexander House Financial Planning Ltd

    Halifax
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    78
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Halifax
    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

  • Whitehill Financial Management Ltd

    Halifax
    FCA verified
    A down-to-earth, friendly, local Chartered Financial Adviser. Investments, savings, pensions, and retirement are my speciality!
    25
    £150k+
    Can help with
    Pensions & retirement

  • 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

  • True Potential Wealth Management- Damien Smith

    Halifax
    FCA verified
    Helping you achieve your goals and keeping it simple is what drives me as a financial planner with True potential. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.
    55
    £0+
    Can help with
    Pensions & retirement

  • Liberate Wealth

    Brighouse
    FCA verified
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    81
    £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.