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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
The Private Office

The Private Office

Coggeshall
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
39669
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Clarity Wealth Limited

Clarity Wealth Limited

Horsforth
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1479
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Stockbroking services
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Dunblane
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
691
Minimum
wealth
£250k+
Meet the team
Ryan Watt
Alan Turner
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Fareham
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10490
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
Evelyn Partners

Evelyn Partners

London
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1017
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Daniel Chard at True Potential Wealth Management

Daniel Chard at True Potential Wealth Management

Glastonbury
Initial consultation free
FCA verified
Independent
As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
Clients
helped
28
Minimum
wealth
£50k+
Meet the team
Daniel Chard
Can help with
Pensions & retirement
Financial planning
Investments
Wealth Guide

Wealth Guide

Aspley heath
Initial consultation free
FCA verified
Independent
Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
Clients
helped
58
Minimum
wealth
£250k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
Pilgrim Wealth Management Ltd

Pilgrim Wealth Management Ltd

Walton on thames
Initial consultation free
FCA verified
Independent
With over 20 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment. We help you stay the course and build lasting financial peace.
Clients
helped
136
Minimum
wealth
£250k+
Meet the team
Duncan Pilgrim
Richard Wilson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Fairstone Group

Fairstone Group

Chichester
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
15126
Minimum
wealth
£0+
Meet the team
Paul Lewington
Kofi Butcher
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Georgetown Wealth Management LLP

Georgetown Wealth Management LLP

Carluke
Initial consultation free
FCA verified
Independent
Professional, trustworthy independent financial advice based in Glasgow and London.
Clients
helped
206
Minimum
wealth
£100k+
Meet the team
Molly Angell
Paul Angell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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