Top 10 Independent (IFAs) & Restricted Financial Advisers in West Yorkshire

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

  • YorWealth Ltd

    Wetherby
    FCA verified
    YorWealth help clients and their families plan for a better future. We play a crucial role in helping our clients understand what they want, when they want it, and how to get there.
    60
    £100k+
    Can help with
    Pensions & retirement

  • Alexander House Financial Planning Ltd.

    Bradford
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    1820
    £50k+
    Can help with
    Pensions & retirement

  • RDS Financial Planning

    Mirfield
    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
    230
    £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

  • True Potential Wealth Management LLP

    Normanton
    FCA verified
    Some of the benefits of using True Potential; Free first meeting via telephone or face to face. Top 3 national advice firm. FCA registered, Lowest advice fees, exceptional funds. Winner of several customer service and platform awards.
    229
    £100k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management

    Castleford
    FCA verified
    Need advice on whether to consolidate your pensions, help in withdrawing tax free cash? I can help answer your pension and retirement planning questions.
    609
    £50k+
    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
    1184
    £50k+
    Can help with
    Pensions & retirement

  • KJA Financial Services Ltd

    Leeds
    FCA verified
    KJA Provides A comprehensive, no obligation FREE REVIEW of your pensions and investments.
    17
    £0+
    Can help with
    Pensions & retirement

  • Quantum Wealth Management Ltd

    Bradford
    FCA verified
    Bespoke, holistic financial planning with a specialism in the at-retirement and in-retirement advice area.
    55
    £50k+
    Can help with
    Pensions & retirement

  • RDS Financial Planning

    Brighouse
    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
    230
    £0+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Leeds
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    415
    £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.