Top 10 Independent (IFAs) & Restricted Financial Advisers in Sowerby Bridge

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  • 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

  • Canaccord Genuity Wealth Management (CGWM)

    Halifax
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    347
    £250k+
    Can help with
    Pensions & retirement

  • PenLife Chartered Financial Planners

    Halifax
    FCA verified
    We believe financial planning is about enabling you to attain, and more importantly maintain, the lifestyle you choose. It’s all about getting you to where you want to be – wherever that is.
    69
    £100k+
    Can help with
    Pensions & retirement
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  • 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
    35
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    292
    £50k+
    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.
    89
    £100k+
    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.
    11597
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Financial Management Ltd

    Elland
    FCA verified
    UK top-rated Independent Financial Planners specialising in pre and post retirement financial planning for individuals and small businesses
    256
    £100k+
    Can help with
    Pensions & retirement

  • Eastwood Financial Services Ltd

    Elland
    FCA verified
    Giving you financial freedom.
    111
    £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.