Find a Financial Advisor in West Yorkshire

We provide financial planning and advice to individuals and businesses alike about their long-term financial goals and objectives. We offer a wide range of financial products carefully researched by our specialists to ensure we find what is right for you. We offer advice in different areas such as Pensions and Retirement, Savings & Investments and also Protection needs such Life and Critical illness insurance.

We started out with one mission to change the way customers in the UK see financial services. We give your money more options, we help you make your money work harder by helping you understand all the options available to you giving you the peace of mind about your financial future.

Meridian Wealth Management Ltd is a firm of Independent Financial Advisers (IFA) based in Bradford, West Yorkshire and has been established for over 15 years. We aim to provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives.

Full range of Financial Planning Solutions to help you through your financial journey - Pensions & Investments, Equity Release and Lifetime Mortgages, Wills & Trusts, Estate Planning and Pre -Paid Funeral Plans. If you are unsure about your options let's start with a conversation to look at your current position - this comes at no financial cost to you as I am more than happy to sit down and have a chat completely at my expense.

Our principal Financial Planner, Andrew Woolhouse, has worked in the financial services profession for over 15 years. Andrew founded iWealth in 2012. Here he specialises in working with high earners, business owners and people at retirement, providing bespoke advice on pensions, Inheritance Tax and estate planning. Andrew takes pride in helping people make the most of their money and pass wealth on to the next generation in a tax-efficient way.

We offer Individual Solutions for Individual Needs Cathedral Financial Planning is a firm of professional Independent Financial Advisers based in Burley in Wharfedale, near Ilkley in Leeds, this however, doesn’t restrict us to just Yorkshire, indeed we effectively manage the concerns of clients throughout the whole of the UK. We utilise modern technologies to remove distance restrictions bringing about rewarding partnerships.

Welcome to Dwaine Martin Financial Planning, our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalised service. We accomplish this mission by offering independent, holistic, comprehensive advisory services to help clients prioritise and attain their life goals.

Sandringham Financial Partners is one of the UK's fastest-growing and market-leading providers of tailored independent financial advice. Helping you achieve your goals is what drives me as a Sandringham Founding Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future. Sandringham has a network of advisers all over the country.

Is it time you put a financial plan in place for you and your family? I can assist with all aspects of your finances, be it accumulation of wealth, retirement planning or living from savings and investments in retirement. I would be happy to arrange an initial virtual meeting, at no cost to you, to discuss how we operate as an Independent Financial Advice firm and how we can help you put a lifelong financial plan in place.

Hentons Wealth Management are a team of Independent Financial Advisers with a wealth of experience in supporting our clients on their journey towards financial freedom. We offer all our clients a free initial meeting where we can get to know you and understand your circumstances. Likewise we use this initial meeting to explain how we work, and most importantly how we can help you.

Sandringham Financial Partners is a UK market-leader in the provision of tailored independent financial advice. Everything we do is designed to deliver the best outcomes for our personal and corporate clients. When it comes to your money, we aim to make life simpler by removing the time, complexities and barriers to managing wealth efficiently.

1) A premier provider of Independent Financial Advice. Based in Yorkshire, we provide unbiased Independent Financial Advice with a view to protecting and enhancing our clients’ wealth. 2) We spend time in understanding your needs as we believe in holistic financial planning and highlight the gaps in your overall financial planning. 3) Our independent status allows us to be able to research from the whole of market and recommend the most suitable product tailored to your needs and objectives.