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Top 10 Independent (IFAs) & Restricted Financial Advisers in Lincolnshire

Find the best FCA regulated financial advisers in Lincolnshire. Get expert help near you with pensions, investments, retirement planning and more
Lincolnshire
Aitana Financial Services - Wealth

Aitana Financial Services - Wealth

Lincoln
Initial consultation free
FCA verified
Restricted
Our goal is to provide you with qualified, expert advice. Helping you build, manage, and protect your wealth in line with your financial goals. Ensuring the process is clear, structured, and as straightforward as possible.
Clients
helped
55
Minimum
wealth
£0+
Meet the team
B
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Branston and mere
Initial consultation free
FCA verified
Independent
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
39611
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Castlegate Financial Management

Castlegate Financial Management

Grantham
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
Recently added
Minimum
wealth
£500k+
Meet the team
Becky Womble
Adam Thompson
Lauren Hanson
Heather Hodson
Lucy Guinness
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Castlegate Financial Management

Castlegate Financial Management

Nettleham
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
Recently added
Minimum
wealth
£500k+
Meet the team
Becky Womble
Adam Thompson
Lauren Hanson
Heather Hodson
Lucy Guinness
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Flying Colours Advice

Flying Colours Advice

Lincoln
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20075
Minimum
wealth
£150k+
Meet the team
Abigail Thompson
Russell Bruce
Nick Tattersall
John Munton
John Fielding
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Blankney
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10451
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
GFP UK

GFP UK

Boston
Initial consultation free
FCA verified
Restricted
We provide a wide range of professional financial advice and mortgage services to meet your individual needs. We offer our clients the very best level of service by tailoring all of our packages to our client's specific needs.
Clients
helped
387
Minimum
wealth
£100k+
Meet the team
Nick Daniels
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Matt Pike  - Opal Financial Planning (M&G TAP)

Matt Pike - Opal Financial Planning (M&G TAP)

Sleaford
Initial consultation free
FCA verified
Restricted
We all have things that are important to us. Even if it’s making sure your current standard of living lasts throughout retirement, it’s important to know where to start.
Clients
helped
46
Minimum
wealth
£50k+
Meet the team
Matt Pike
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Alan Curtis, Wealth Management Partner at True Potential LLP

Alan Curtis, Wealth Management Partner at True Potential LLP

Woodhall spa
Initial consultation free
FCA verified
Restricted
Trusted, experienced, friendly & jargon-free! Pension Transfer Specialist (including Final Salary schemes). VouchedFor Top Rated Adviser 2023. Enjoy financial clarity, retire with confidence, save time and pay less tax. Face-to-face and online meetings.
Clients
helped
130
Minimum
wealth
£100k+
Meet the team
Alan Curtis
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Fairstone Group

Fairstone Group

Stamford
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Hannah Rogers
Richard Copestake
James Constable
Michael Pinion
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Frequently Asked Questions about Financial Advisers in Lincolnshire