Independent Financial Advisers in Wakefield

List of Wakefield based financial consultants and advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services.

Business Listings

Founded in 1995, Epic Financial Services is a firm of independent financial advisers based in West Yorkshire. We provide advice to both individual and corporate clients on all aspects of financial planning by understanding our their need's, wants and aspirations. We then go on to prioritise objectives.


Yorkshire Investment Group was founded in 1987 and now employs around 100 people at our offices in Leeds city centre and Pontefract. We have gained an enviable reputation with private clients, companies and the professional community for specialist independent advice, backed by in-house expertise and research.


The Private Office is a first-class team of financial experts united by one vision to provide a personal, independent and bespoke wealth management service. You have one trusted adviser to help with everything from major investment decisions to looking after your financial mail. The Private Office is led by a team of financial advisers who have worked together for more than a decade, first for one



Paul Dodd & Company is a small IFA offering unbiased financial advice and a personal and continuing service to Individuals, Partnerships and Limited Companies. Whilst small, the practice is a member of the UK's largest network of Independent Financial Advisers which gives access to significant research and organisation on a very large company scale.


Ford Campbell is a Corporate Finance-led practice that offers so much more than a conventional accounting firm, as it is unique in being able to offer the range of expertise and experience of a national practice whilst at the same time offering personal service.


RHT Financial Services Ltd are independent financial advisors based in Leeds, West Yorkshire specialising in personal finance and investment. The company was established in 1989. We offer advice on all aspects of personal financial planning and pride ourselves on offering a friendly, honest service in language and terms our clients can understand and relate to.


She works with a team of 7 women from their offices in north Leeds. DSFA are able to offer advice in all areas of financial planning including mortgages, protection and investment. After years of working as a tied agent for the Prudential and Allied Dunbar I felt I could best help my clients by representing them to banks, building societies and insurance companies rather than the other way round.


Flowers McEwan Ltd is a professional practice based in Leeds. We are an experienced firm of Independent Financial Advisers, committed to serving our clients by providing an unbiased perspective on how to handle money. We work on a fee basis, which means that you can be sure of our impartiality and independence.


Origen is the only place you can find the combined resources, skills and dynamic management vision of five highly successful advisory businesses - Advisory & Brokerage Services, Aurora Financial Group, Elliott Bayley, Momentum Financial Services and Wentworth Rose - each contributing their own distinct, market-leading specialisms. This makes Origen unique within the UK independent financial services


David Hook Independent Financial Advisers, aim to provide the most comprehensive Independent Financial Advice available on the internet with the traditional Personal Touch, for: Individual Savings Accounts "ISA's", PEP Transfers, Unit Trusts, Investment Bonds, Personal Pensions, Stakeholder, Executive Pensions, SIPP's & SASS's, Life Assurance, Critical Illness, PHI, Annuity Purchase, Drawdown / Phased

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