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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

Worthing
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
40100
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
Evelyn Partners

Evelyn Partners

Tranent
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
1102
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
Castlegate Financial Management

Castlegate Financial Management

Horncastle
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
14
Minimum
wealth
£250k+
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
M&G Advice

M&G Advice

London
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
2292
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
RBC Brewin Dolphin

RBC Brewin Dolphin

Boness
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
22
Minimum
wealth
£250k+
Meet the team
G
J
O
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Humboldt Financial

Humboldt Financial

Larbert
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2565
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Fairstone Group

Fairstone Group

Tavistock
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
15306
Minimum
wealth
£0+
Meet the team
Matthew Eaton
Scott Robinson
Shaun Bell
Jamie Laban
Andrew Bond
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Intelligent Financial Advisory Ltd - Jack Bewick

Intelligent Financial Advisory Ltd - Jack Bewick

Enderby
Initial consultation free
FCA verified
Independent
A leading 'whole of market' Independent Financial Adviser across Warwickshire, Leicestershire and the Midlands.
Clients
helped
36
Minimum
wealth
£50k+
Meet the team
Jack Bewick
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
The Pension Planner

The Pension Planner

Leeds
Initial consultation free
FCA verified
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Leeds, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
Clients
helped
5716
Minimum
wealth
£100k+
Meet the team
Nicholas Pratt
Andrew Hursthouse
Shane Kao
Dave Garforth
Craig Holland
+1
Can help with
Pensions & retirement
Business
Skylark Wealth Management Limited

Skylark Wealth Management Limited

Neath
Initial consultation free
FCA verified
Restricted
Skylark Wealth Management Limited have been providing financial advice for over 5 years. We provide broad based advice to professionals and retired inviduals, helping them with taylored and practical solutions to the financial issues that concern them.
Clients
helped
Recently added
Minimum
wealth
£150k+
Meet the team
Liam Baker
Can help with
Financial planning
Investments
Insurance & protection
Savings
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