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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
Scott James & Associates

Scott James & Associates

Banff
Initial consultation free
FCA verified
Restricted
Scott James & Associates have been providing financial advice for over 11 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.
Clients
helped
35
Minimum
wealth
£100k+
Meet the team
Scott James
Ross McDonald
Scott Kelly
Calum Bruce
Graham Smith
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Sutton coldfield
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
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
2020 Financial Advice

2020 Financial Advice

Whitchurch urban
Initial consultation free
FCA verified
Independent
We are an Independent Financial Advice firm, with our adviser holding a Level 6, Chartered Associate qualification. We provide a local service offering appointments face-to-face, by video call or over the phone, to suit you. We're here to support you.
Clients
helped
500
Minimum
wealth
£100k+
Meet the team
David Jamieson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Perennial Wealth

Perennial Wealth

Bristol
Initial consultation free
FCA verified
Independent
Truly independent financial advice tailored to your needs.
Clients
helped
140
Minimum
wealth
£500k+
Meet the team
Dale Ainsley
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Southampton
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10683
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
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Solihull
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
86
Minimum
wealth
£250k+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Hove
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
700
Minimum
wealth
£250k+
Meet the team
David O'Doherty
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Prosperity IFA

Prosperity IFA

Crowborough
Initial consultation free
FCA verified
Independent
We offer truly independent financial advice for the new, experienced and even corporate client.
Clients
helped
249
Minimum
wealth
£250k+
Meet the team
S
S
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Elmfield Financial Planning Limited

Elmfield Financial Planning Limited

Burnley
Initial consultation free
FCA verified
Independent
Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.
Clients
helped
677
Minimum
wealth
£50k+
Meet the team
Craig Dickinson
Susan Barnes
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
William Highbourne Wealth Management

William Highbourne Wealth Management

Dursley
Initial consultation free
FCA verified
Independent
We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.
Clients
helped
755
Minimum
wealth
£150k+
Meet the team
Stuart Hutton
Matthew Kirkham
Pieter Burger
Adam Field
L
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services
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