Financial Advice, Pensions, Inheritance Tax, Mortgage and Investment Advice in Yorkshire, Leeds, Sheffield, Wakefield, Harrogate, York, Halifax, Wakefield, Hull

About IFA Yorkshire

IFA Yorkshire matches clients seeking advice with a local adviser.  We do not actually provide advice ourselves, we select a high quality local adviser to help you.

Independent Financial Advice can help you, whatever your financial circumstances, to make the most of your money and investments. An independent financial adviser can be useful for anyone regardless of circumstances, not only to help make the most of money and investments but also to give good advice on loans, mortgages and debts. IFAs can provide advice in the following areas:

  • General Financial Planning
  • Investment Advice
  • Retirement Planning
  • Inheritance Tax Planning
  • Life Cover
  • Critical Illness Cover
  • Income Protection
  • Redundancy Cover
  • Equity Release (aged 55 +)
  • Mortgage Advice

What is an Independent Financial Adviser (IFA)?

Independent Financial Advisers or IFAs are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market.

The term was developed to reflect a UK regulatory position and has a specific UK meaning, although it has been adopted in other parts of the world, such as Hong Kong. The term "Independent Financial Adviser" was coined to describe the advisers working independently for their clients rather than representing an insurance company, bank or bancassurer. At the time (1988) the UK government was introducing the polarisation regime which forced advisers to either be tied to a single insurer or product provider or to be an independent practitioner.

The term is commonly used in the United Kingdom where IFAs are regulated by the Financial Services Authority (FSA) and must meet strict qualification and competence requirements.

Get Professional Financial Advice from a Yorkshire Based IFA

Complete the form below and we will find you an IFA local to you  who can help your money work for you. Whether you need plan for your retirement, assess  your savings and investments, protect your income or enhance your overall financial position, our quick and confidential search will find you a local adviser for your requirements.

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  • Savings and Investments

    One of the only ways to get ahead on saving for the future is to dedicate a certain amount of money each month to be invested as capital for the future. Savings and investments.

    Retirement Planning

    Many of us dream of retiring at 50, then living a life of leisure for our remaining years. But once you hit 40, that goal is only ten years away. Pensions and retirement.

    Critical Illness, Income Protection, Redundancy and Life Cover

    Information on various types of cover such Critical Illness, Income Protection, Redundancy and Life Cover. Information on cover.

    Mortgages

    For the vast majority of people their home will be biggest financial commitment that they will ever make.. Mortgage advice.