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

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  • Live Smart Financial Planning

    Harewood
    FCA verified
    Across our team we have over 50 years of experience in helping people to enjoy a better lifestyle, without fear of running out of money. We passionately believe that the power of Lifestyle Financial Planning can change people’s lives.
    15
    £250k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

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

  • Fairstone Group

    Alwoodley
    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
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  • Ascot Lloyd

    Leeds
    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

  • AHR Private Clients

    Leeds
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    197
    £150k+
    Can help with
    Pensions & retirement

  • AAB Wealth Chartered Financial Planners

    Alwoodley
    FCA verified
    Giving you confidence in your financial future
    495
    £250k+
    Can help with
    Pensions & retirement

  • Netwealth Investments Limited

    Alwoodley
    FCA verified
    Wealth management as it should be. Expert advice and investment management combined with the latest technology, at much lower fees.
    16
    £250k+
    Can help with
    Pensions & retirement

  • Raymond James, Thorpe Park Leeds

    Leeds
    FCA verified
    We are passionate about providing bespoke investment solutions to business people and their families, helping our clients to achieve their long term financial goals with insight and integrity.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • Walker Crips Investment Management

    Shadwell
    FCA verified
    Investment management Offering discretionary bespoke, discretionary model portfolios, advisory managed and advisory dealing services to our clients.
    < 10
    £100k+
    Can help with
    Financial planning

  • The Private Office

    Leeds
    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.
    30296
    £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.