Top 10 Independent (IFAs) & Restricted Financial Advisers in Heath Common
Horbury Financial Services Limited
WakefieldHorbury Financial Services Ltd is a trusted, well established business offering a one stop financial solution to clients.
Clients
helped50Minimum
wealth£50k+Pensions & retirementSInitial consultation free FCA verified IndependentRegent Street Advisers - David Cole
CroftonQuality advice on Pension, Investment, Long Term Care and Protection needs given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. (14/12/2022)
Clients
helped45Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedThe Financial Planning Centre Limited
WakefieldWe offer personalised financial advice to help you build a prosperous financial future. We help you build a comprehensive and flexible financial plan which allows you to meet your goals and aspirations enjoying a secure financial future.
Clients
helped204Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Ascot Lloyd
WakefieldOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped998Minimum
wealth£150k+Pensions & retirementCKRInitial consultation free FCA verified IndependentClarity Wealth Limited
WakefieldEveryone looks forward to their retirement - are you prepared for yours?
Clients
helped816Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentThe Pension Planner
WakefieldWe are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Wakefield helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
Clients
helped5425Minimum
wealth£100k+Pensions & retirement+1Initial consultation free FCA verified IndependentClarity Wealth Limited
WakefieldEveryone looks forward to their retirement - are you prepared for yours?
Clients
helped816Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentFairstone Group
WakefieldFairstone 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.
Clients
helped12426Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentEd at V-Financial
WakefieldI pride myself in providing my clients with a professional and bespoke financial advice service. My clients include medical professionals, employed and self employed individuals, families & businesses.
Clients
helped60Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedAdam Gilmore at 2Plan Wealth Management
WakefieldI am a Certified and Chartered Financial Planner with over 12 years' experience in wealth management. I offer tailored advice on pension planning, investments, financial protection, and more to help clients navigate the stages of their financial journey.
Clients
helped12Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent
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.