Find an Independent or Restricted Financial Adviser

We are a local Independent firm offering a highly personalised service, specialising in Pension and investment advice.

At Tetra, we follow a four-pillar approach to financial planning designed to help local individuals and businesses build, grow, and protect their wealth.

As your local Financial Adviser and part of the local community I understand everyone has unique circumstances, so you can rest assured I will create a bespoke and achievable plan to build your solid financial future.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Friendly, expert, regulated advice over the telephone, video call or face to face.

Our simple principle is always to only provide advice that we would be happy to implement ourselves.

With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.

Out of hours and SATURDAY appointments available.

Investment management Offering discretionary bespoke, discretionary model portfolios, advisory managed and advisory dealing services to our clients.

We are an Independent Financial Advice firm, with our adviser holding a Level 6, Chartered Associate qualification. We provide a local service offering appointments face-to-face, by video call or over the phone, to suit you. We're here to support you.