Looking for a financial advisor in Yorkshire? Trusted Advisor lists 4 FCA-verified advisors serving Yorkshire and the surrounding area, covering pensions, retirement planning, investments, mortgages, inheritance tax, and protection. Every advisor is independently verified against the Financial Conduct Authority register, every review is left by a real, paying client, and every initial consultation is free of charge.
Compare profiles below, read verified client reviews, and book a no-obligation initial call directly with the advisor of your choice.
Leeds is the UK's largest financial services centre outside London, anchoring a Yorkshire advice market that runs from corporate pension consolidation in West Yorkshire through to family wealth and retirement planning across the rural North.
Leeds and Sheffield both host significant banking, insurance and professional services workforces, generating consistent demand for taper-aware pension planning, redundancy and severance structuring, and corporate share scheme advice. Harrogate, York and the rural Yorkshire estates skew toward inheritance tax planning, trust structures and rural business reliefs. Across the wider region, retirement transition for clients in their 50s remains the single most common advice trigger.
Leeds, Sheffield, Bradford, York, Hull, Harrogate, Huddersfield.
Postcode areas covered: LS, S, BD, YO, HU, HG, HD, WF, HX, DN. Estimated population: 5.5 million.
Network Financial Advisor in Yorkshire
Balina Rai is a Wealth Management Consultant at Lawrence Neil Wealth Management with over 10 years’ experience in financial services, supporting individuals and businesses with tailored financial plan
Independent Financial Advisor in Yorkshire
Michael Breen is a Senior Financial Planner at HF Wealth Ltd, based in Leeds, with around 20 years’ experience in financial services. Since leaving university, Michael has built a career focused on he
Independent Financial Advisor in Yorkshire
Richard Fares is an experienced Financial Adviser with around 20 years in financial services, specialising in financial planning and advisory roles. His days are a balance of client meetings, strategi
Independent Financial Advisor in West Yorkshire
Simon Lister DipPFS is Managing Director at HF Wealth Ltd, an independent financial advice firm based in Ilkley, West Yorkshire. With more than 15 years’ experience in financial services, Simon has de
Every financial advisor listed for Yorkshire on Trusted Advisor is FCA-regulated and independently verified. You can compare profiles, read real client reviews and book a free introductory call before deciding who to work with.
Fees vary by advisor and the complexity of your situation. Most advisors in Yorkshire charge either a percentage of assets under management, an hourly rate, or a fixed fee for a specific piece of work. The first consultation booked through Trusted Advisor is always free.
Independent financial advisors (IFAs) can recommend products from across the whole UK market. Restricted (or "network") advisors work from a curated panel of providers. Both must meet the same FCA standards — you can filter Yorkshire advisors by type using the controls on this page.
Yes. We only list advisors who are authorised by the Financial Conduct Authority to give regulated advice in the UK. We re-verify FCA status regularly so you can be confident that every advisor in Yorkshire on this page is currently authorised.
The number of verified financial advisors covering Yorkshire is shown at the top of this page. New advisors are added regularly, so it's worth checking back if you don't immediately find the right fit.