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Find an Independent or Restricted Financial Adviser

Find the best FCA regulated financial advisers near you. Get expert help with pensions, investments, retirement planning and more
RBC Brewin Dolphin

RBC Brewin Dolphin

Brympton
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
26
Minimum
wealth
£250k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
M&G Advice

M&G Advice

Lytchett minster and upton
Initial consultation free
FCA verified
Restricted
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
2294
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
The Private Office

The Private Office

Tadley
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
40126
Minimum
wealth
£150k+
Meet the team
George Hicks
Daniel Lea
Robert Morse
Tony Padgett
Daniel Schofield
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Athelis Financial Ltd

Athelis Financial Ltd

Liverpool
Initial consultation free
FCA verified
Restricted
Athelis Financial Ltd have been providing financial advice for over 8 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
68
Minimum
wealth
£100k+
Meet the team
Callum Hassan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Stockport
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
87
Minimum
wealth
£250k+
Meet the team
P
S
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Executive Wealth Services

Executive Wealth Services

Haddington
Initial consultation free
FCA verified
Independent
We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
Clients
helped
300
Minimum
wealth
£250k+
Meet the team
David Garvey
Clara Jackson
K
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
SFL Wealth Management

SFL Wealth Management

Rotherham
Initial consultation free
FCA verified
Independent
Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
956
Minimum
wealth
£50k+
Meet the team
Nigel Ogden
Tony Stevens
Paul Golding
Marc Standish
Can help with
Pensions & retirement
RDS Financial Planning

RDS Financial Planning

Kirkburton
Initial consultation free
FCA verified
Independent
Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress
Clients
helped
403
Minimum
wealth
£0+
Meet the team
Rob Simpson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Lumin Wealth

Lumin Wealth

London
Initial consultation free
FCA verified
Independent
Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped
355
Minimum
wealth
£150k+
Meet the team
Martin Cotter
Jon Hussey
Joe Fisher
Sara Moore
Will Harries
+5
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Simon Latham at True Potential Wealth Management

Simon Latham at True Potential Wealth Management

London
Initial consultation free
FCA verified
Restricted
As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
Clients
helped
13
Minimum
wealth
£100k+
Meet the team
Simon Latham
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers