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

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  • The Private Office

    Wakefield
    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.
    30676
    £100k+
    Can help with
    Pensions & retirement

  • Olive Tree Wealth Management Ltd

    Ossett
    FCA verified
    We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
    64
    £50k+
    Can help with
    Pensions & retirement

  • RDS Financial Planning

    Sitlington
    FCA verified
    Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress
    291
    £0+
    Can help with
    Pensions & retirement
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  • Regent Street Advisers

    Wakefield
    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

  • Clarity Wealth Limited

    Wakefield
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    661
    £150k+
    Can help with
    Pensions & retirement

  • Liberate Wealth

    Ossett
    FCA verified
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    61
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Wakefield
    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.
    11758
    £0+
    Can help with
    Pensions & retirement

  • Sachin Jain at True Potential Wealth Management

    Dewsbury
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money. We have over 7500 reviews on Trust Pilot rated as Excellent.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Liberate Wealth

    Wakefield
    FCA verified
    As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
    61
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Ossett
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    661
    £150k+
    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.