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IFA Wakefield – Independent Financial Advice for Individuals, Families and Business Owners

At The Finance Woman, we provide fully independent financial advice to individuals, families and business owners across Wakefield and the wider West Yorkshire area. As experienced Independent Financial Advisers (IFA) in Wakefield, our advice is impartial, FCA-regulated and tailored around your long-term financial wellbeing—not sales targets.

Whether you need help with pensions, investments, protection or inheritance planning, we’re here to provide the clarity and strategy you need.

Book a free initial consultation to discuss your financial goals.

Why Choose a Local IFA in Wakefield?

Choosing a local independent financial adviser gives you direct access to personal, face-to-face support from someone who understands both national financial planning strategies and the specifics of the Wakefield area.

We are proud to be an FCA-authorised firm offering whole-of-market advice, with no ties to product providers. This means our guidance is solely based on what’s right for you.

Who We Help

Professionals and First-Time Buyers

If you’re just starting your financial journey, we’ll guide you through:

  • Pension setup and reviews

  • Savings through ISAs and investment portfolios

  • Mortgage and protection advice for first-time buyers

Families and Homeowners

We help Wakefield families build long-term security with:

  • Life insurance and income protection

  • Education savings and budgeting plans

  • Estate planning and trust advice

Pre-Retirees and Retirees

Whether you’re approaching retirement or already retired, we provide:

  • Pension drawdown advice

  • Guidance on annuities and retirement income options

  • Inheritance tax planning

Self-Employed & Business Owners

Our IFA Wakefield service also supports business owners with:

  • Tax-efficient pension planning (e.g. SIPP, SSAS)

  • Relevant life insurance and key person cover

  • Succession planning and director protection

Our Core Services

As part of our IFA services, we offer:

  • Pension advice and retirement income planning

  • Investment portfolio reviews and risk management

  • Life cover, critical illness, income protection

  • Tax-efficient strategies for savings and estate planning

  • Mortgage support including remortgaging and income protection

What Makes Us Different?

  • Truly independent advice – we’re not tied to any providers

  • Regulated by the FCA with clear, fair and transparent fees

  • Locally based – available for home visits or virtual meetings

  • A reputation built on trust, transparency, and long-term relationships

We don’t just give you options—we help you understand them.

Contact Your Local Wakefield IFA Today

If you’re in Wakefield and looking for independent, honest financial advice, get in touch. Our first meeting is free of charge and completely without obligation.

Enquire now and take the first step towards financial clarity.