Top 10 Independent (IFAs) & Restricted Financial Advisers in St Thomas
Find the best FCA regulated financial advisers in St Thomas. Get expert help near you with pensions, investments, retirement planning and more

We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice.
Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped
helped
707
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Insurance & protection
Business

I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
helped
463
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business

We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice.
Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped
helped
707
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Insurance & protection
Business

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
helped
2286
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
helped
853
Minimum
wealth
wealth
£150k+
Meet the team
L
G
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
helped
40015
Minimum
wealth
wealth
£150k+
Meet the team
+9
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

Kevin Robins - True Potential Wealth Management
Llansamlet
Initial consultation free
FCA verified
Restricted
As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.
Clients
helped
helped
407
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Investments
Savings

Skylark Wealth Management Limited have been providing financial advice for over 5 years. We provide broad based advice to professionals and retired inviduals, helping them with taylored and practical solutions to the financial issues that concern them.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Financial planning
Investments
Insurance & protection
Savings

I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
helped
463
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Frequently Asked Questions about Financial Advisers in St Thomas
