Narrow your Search:

Results sorted by Best Match    Sort by: Distance  Review Volume
> Wakefield
Contributor

66%

MATCH FOR YOU

Refine your search to see better matches

4.9out of 5

Chris Riley

More Info
% clients advised in each area  :

Investments

93%

Pensions

53%

Insurance & Protection

47%

Later life planning

13%
I am a highly qualified and experienced chartered financial adviser with the highly sought after fellowship* title and, perhaps more importantly, I ha... Read More
Serves clients with: Over £50k of investable assets or household income
Chris's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

52%

MATCH FOR YOU

Refine your search to see better matches

4.9out of 5

Stephen Groves

More Info
Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement, Annuities, Auto Enrolment
I help people plan their finances. I work with you to ensure that my advice exceeds your expectations and provide you with peace of mind. My clients ... Read More
Serves clients with: Over £50k of investable assets or household income
Chartered Financial Planner
Contributor

51%

MATCH FOR YOU

Refine your search to see better matches

4.8out of 5

Karl Lavery

More Info
% clients advised in each area  :

Investments

100%

Annuities

17%

Pensions

67%

Insurance & Protection

33%

Later life planning

25%
A wealth manager with over 25 years experience, Karl spends much of his time managing the relationships and affairs of his clients in Yorkshire and Lo... Read More
Serves clients with: Over £250k of investable assets or household income
Karl's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

49%

MATCH FOR YOU

Refine your search to see better matches

4.6out of 5

Ray Garnett

More Info
Services:  Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Mortgages
We believe great financial advice is at the core of building a more certain financial future for our clients. We have a team of highly qualified finan... Read More
Serves clients with: Any level of wealth
Certified Financial Planner
Contributor

49%

MATCH FOR YOU

Refine your search to see better matches

5.0out of 5

Stephen Baxter

More Info
% clients advised in each area  :

Investments

93%

Annuities

13%

Pensions

53%

Insurance & Protection

27%

Later life planning

7%
It’s simple at Robertson Baxter; we believe firmly in looking after our clients the way that we would want to be looked after ourselves. It is a cul... Read More
Serves clients with: Over £500k of investable assets or household income
Stephen's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

48%

MATCH FOR YOU

Refine your search to see better matches

Richard Todd

More Info
Services:  General Financial Planning, Investments & Savings, Pension and Retirement, Equity Release, Annuities, Mortgages, Auto Enrolment
I have over thirty years experience in the business and specialise in pre-retirement planning.
Serves clients with: Any level of wealth

Recently joined IFA in Wakefield

5.0out of 5

Darron Whitehead

More Info
The Utopia Group is a small family business and we care passionately about our clients. We believe great financial advice is at the core of building a... Read More
Serves clients with: Any level of wealth

Latest client reviews of Wakefield IFAs

Darron put my mind at ease very quickly, having had unpleasant dealings with previous financial advi....end Darron to anyone with full confidence of knowing that he would fully justify the recommendation.   Read More
Ian Sharland
Craig has provided me with both personal financial advice for my pensions and life assurance as well....nd investment changes in a timely manner. His communication throughout the 'process' was excellent.   Read More
Andrew

Can't find the right Wakefield IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Wakefield.

Mark HuckerbyIndependent Financial Management Limited
Kate JaydenOval Financial Services Limited
Roy KingPremier Financial Protection Ltd
Michael SurteesInsight Financial Management Ltd
Anthony RevansTony Revans Financial Plannning (U808)
David GosbeeBebbington Brumby Townend Group Ltd
Looking for a different Independent Financial Advisor (IFA) in Wakefield? Search by name