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Top 10 Independent (IFAs) & Restricted Financial Advisers in Stroud

Find the best FCA regulated financial advisers in Stroud. Get expert help near you with pensions, investments, retirement planning and more
Stroud, Gloucestershire
Octopus Money

Octopus Money

Stroud
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
107
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Unique Financial

Unique Financial

Upton st leonards
Initial consultation free
FCA verified
Independent
Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
Clients
helped
186
Minimum
wealth
£100k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Douglas Steers & Company

Douglas Steers & Company

Dursley
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10612
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
The Private Office

The Private Office

Rodborough
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
39961
Minimum
wealth
£150k+
Meet the team
Julian Frere
Clare McCarthy
David Gruenstein
Paul Sanders
Alex Shields
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Evelyn Partners

Evelyn Partners

Stroud
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
1077
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
Matheson Charles

Matheson Charles

Cainscross
Initial consultation free
FCA verified
Independent
We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.
Clients
helped
425
Minimum
wealth
£0+
Meet the team
J
T
Ian Hayes
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Long Term Care
Mortgages
Evelyn Partners

Evelyn Partners

Painswick
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
1077
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
William Highbourne Wealth Management

William Highbourne Wealth Management

Bisley and lypiatt
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
£100k+
Meet the team
Stuart Hutton
Matthew Kirkham
Pieter Burger
Adam Field
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services
Douglas Steers & Company

Douglas Steers & Company

Rodborough
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10612
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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
Frequently Asked Questions about Financial Advisers in Stroud