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

Hi, I’m Chris Miles, an independent financial adviser.
For over 20 years, I’ve supported business owners, female beneficiaries, and professionals who want more than traditional money management and value advice that brings clarity, confidence, and ease.
Clients
helped
helped
246
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
helped
386
Minimum
wealth
wealth
£150k+
Meet the team
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

Peter Barton at Continuum (Financial Services) LLP
Reepham
Initial consultation free
FCA verified
Independent
With a wealth of experience in face to face advice, my focus is on building long term working relationships with my clients based on trust and delivering on my promises. I enjoy enabling people to understand their own financial needs and objectives.
Clients
helped
helped
46
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

Oculus Wealth Management – Sebastian Culpan-Scott
Poole
Initial consultation free
FCA verified
Independent
We set ourselves apart with a client-first ethos, providing you with clear, strategic advice to help you manage, protect and grow your wealth. With a tailored approach that adapts to your evolving circumstances.
Clients
helped
helped
62
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

Glevum Wealth Management provide broad based advice, mainly to families, directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
helped
15
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

"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
helped
28
Minimum
wealth
wealth
£250k+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Tax & trust planning

Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment.
Clients
helped
helped
66
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

Tailored Independent Financial Advice
At Everwealth, we focus on your unique goals securing retirement, growing investments or navigating pensions. With expert guidance and bespoke strategies, we’re here to help you achieve your financial ambitions.
Clients
helped
helped
148
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Frequently Asked Questions about Financial Advisers

