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

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.

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

I am a financial planning consultant offering personalised advice to help you meet your financial goals and objectives. No matter your age or financial position I'm here to help you.

A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.

Financial planning is a partnership and my approach reflects that. After many years working in the financial services sector, as a relationship manager, I understand the benefits of having a trusted Adviser to lean on.

Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.

Our advice is based on listening to your needs and objectives and then creating with you a comprehensive financial plan

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.

Walker Wealth Management 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 most.