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

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  • Clarity Wealth Limited

    Wakefield
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    425
    £100k+
    Can help with
    Pensions & retirement

  • Future Group UK Ltd

    Wakefield
    FCA verified
    We take the mystery out of financial matters and ensure our clients understand what they can do. We make financial planning simple and Jargon free.
    52
    £0+
    Can help with
    Pensions & retirement

  • Josh Green at V-Financial

    Knottingley
    FCA verified
    38
    £50k+
    Can help with
    Pensions & retirement
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  • Quilter Financial Advice

    Pontefract
    FCA verified
    Financial Adviser specialising in Wealth Management and Financial Planning
    12
    £100k+
    Can help with
    Pensions & retirement

  • Kathryn Andrassy - Independent Financial Adviser

    Wakefield
    FCA verified
    Very well connected locally, sure to be of assistance with whatever you require.
    35
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Wakefield
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10510
    £0+
    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.
    46
    £50k+
    Can help with
    Pensions & retirement

  • Clarity Wealth Limited

    Wakefield
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    425
    £100k+
    Can help with
    Pensions & retirement

  • Tamer Beshara - True Potential

    Pontefract
    FCA verified
    I am a fully qualified and regulated Financial and Mortgage Adviser. My role is to help you making all the right financial decisions that would impact on your life now or in the future.
    60
    £50k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Wakefield
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Liverpool 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!
    5282
    £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.