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

I need advice on
Total assets
My postcode
First meeting is free

  • 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.
    30288
    £100k+
    Can help with
    Pensions & retirement

  • Phil Anderson Financial Services Ltd

    Featherstone
    FCA verified
    Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
    1375
    £50k+
    Can help with
    Pensions & retirement

  • James Tomlinson - True Potential Wealth Management LLP

    Pontefract
    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.
    76
    £0+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • 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.
    30288
    £100k+
    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.
    11649
    £0+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

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

  • Clarity Wealth Limited

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

  • Horbury Financial Services Limited

    Ackworth
    FCA verified
    Horbury Financial Services Ltd is a trusted, well established business offering a one stop financial solution to clients.
    50
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Normanton
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    632
    £150k+
    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.
    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.