Best Financial Advisors in Halifax

“Amazing!! Richard has been advising me for 20+years, he works so hard to get the best deals out there for me. I have complete trust in his advice and cannot recommend him highly enough.”

“I've used IFT for a couple of years since receiving an impartial recommendation from another independent financial advisor my parents use in the Midlands. I could not recommend their services highly enough. Laurence and his team have been invaluable ...”

“Jo has helped my wife and me with our pension planning and given us general financial advice. She is extremely knowledgable and helpful and we can highly recommend her services.”

“5 star review for a 5 star company. Craven Slater are experts in financial planning.”

“The service offered is second to none - used twice now and will definitely keep in touch with Jonathan as plan to go back once my current deal elapses. Hopefully the quality of his suits align with the service he offers over time 👍 …”

“We operate on a fully independent basis in line with the Treating Customers Fairly (TCF) principles and the Retail Distribution Review (RDR) requirements of our regulator, the FCA. We have full Disclosure Documents outlining the levels of service we ...”

“I have a hands-on people centred approach with a passion for costing, management accounting and systems. My desire is to enable you to save time, make things work better, and use my knowledge and ideas to contribute to your organisation.”

“I contacted Jim in January to arrange a first mortgage for my daughter and her boyfriend. I felt it important to get the correct advice and quickly. Jim was really patient with me and answered all of my queries. Once we set the ball rolling, things c...”

“I needed a final salary pension advisor to analyse our pensions to see if we were able to retire early and still achieve some financial goals for income. Christina has restructured our pensions to achieve our immediate and long term goals so we could...”

“First and foremost I would like to thank Rabina Khaleeq the young lady who dealt with my compensation claim who was professional throughout my said claim. All correspondence in the form of regular updates both spoken and written word were made clear ...”

“We have had financial advice from Steve Baskind and Lifetime Financial Management for over 10 years. We can honestly say it's been the most useful financial decision we could have taken. Particularly over the last 7-8 years we have been able to make ...”

“I have just signed up with Clarity Wealth for my pension management. From the very start Jon Tate has been professional, friendly and dealt with my natural cynicism and concern well. I have several pensions and for a while considered combining them. ...”

“This was the first time for me, with my upcoming retirement i checked with the FSA website for a financial advisor near me. Following my meeting with chris bescoby at citrus my mind was made up due to the sound friendly advice given . Followed was a...”

“I came to Vista for my first mortgage and John Mallinson went above and beyond in every aspect he could. He searched and found the best current deal, explained everything in detail for me and helped me to understand the process. John also helpe...”

“I've used Brooke Financial several times now. Their guidance and expertise represents outstanding bang for buck. Their personalised brokerage service includes expert consultation and reliable representation dealing with lenders, agents and solicitors...”

“From the first day that John payed me a home visit and went through my finances, to the present , he has shown nothing but professionalism and a care of duty. Comminication is paramount to me , and i can honestly say that John has always kept me ...”

“Chris Dixon has been my IFA for 10 years. He has given me unbiased advice in a friendly and easy to understand way with a minimum of jargon and has provided me with first class advice all the way. He fixed me up with a drawdown pension with an exce...”

“We recently had the pleasure of working with Richard as our mortgage advisor, and we cannot express enough how grateful we are for his great service. From start to finish, Richard's expertise and hard work made the entire home buying process smooth a...”