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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
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
992
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
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
100
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
GW Pension Advisor Ltd

GW Pension Advisor Ltd

Cainscross
Initial consultation free
FCA verified
Independent
After 20 years in financial services, I've seen how confusing and overwhelming pension advice can be. My approach is different: clear explanations, no jargon, and recommendations tailored to your specific circumstances.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
G
Can help with
Pensions & retirement
Financial planning
Investments
Meta Advisors Limited

Meta Advisors Limited

Wotton under edge
Initial consultation free
FCA verified
Restricted
Meta Advisors Limited has been providing financial advice for over 12 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 most.
Clients
helped
47
Minimum
wealth
£250k+
Meet the team
Adam Farina
Chloe Dunk
Connor Betteridge
Elliott Simmonds
James McLaren
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Richard Zeng at Quilter Financial Advisers

Richard Zeng at Quilter Financial Advisers

Stroud
Initial consultation free
FCA verified
Restricted
I create personalised financial plans that align with your unique goals and support you throughout your financial journey. With nearly a decade of experience teaching accounting and finance at university, I bring a structured approach to every plan.
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
Richard Zeng, PhD
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
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
39605
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
Mather and Murray Financial

Mather and Murray Financial

Rodborough
Initial consultation free
FCA verified
Independent
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
3065
Minimum
wealth
£50k+
Meet the team
Samuel Mather-holgate
Steve Murray
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 2 more matches
Montpellier Asset Management

Montpellier Asset Management

Hardwicke
Initial consultation free
FCA verified
Independent
A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped
238
Minimum
wealth
£250k+
Meet the team
Simon Whitney
Richard Turnbull
Chris Riddell
William Gregory
Peter Howard
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Stockbroking services
Mortgages
Flying Colours Advice

Flying Colours Advice

Nailsworth
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20075
Minimum
wealth
£150k+
Meet the team
George Tuck
Carl Williams
Liviu Ratoi
David Lemar
Arthur Childs
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Saltus Partners LLP

Saltus Partners LLP

Chalford
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1045
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Stroud