Top 10 Independent (IFAs) & Restricted Financial Advisers in Tunbridge Wells
Find the best FCA regulated financial advisers in Tunbridge Wells. Get expert help near you with pensions, investments, retirement planning and more

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
helped
39263
Minimum
wealth
wealth
£150k+
Meet the team
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

Award winning Independent Financial Planners & Mortgage Advisers helping families, individuals and business owners with all your financial advice needs.
Our service is as unique as you are.
We offer face to face meetings, video calls or by telephone.
Clients
helped
helped
1154
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
and 1 more matches

Alexander James Financial planning: Tom James
Tunbridge wells
Initial consultation free
FCA verified
Independent
Simple yet professional advice from a local IFA, all face to face meetings in your own home at no cost
Clients
helped
helped
331
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

Live For Today
Plan For Tomorrow
As Independent Financial Advisers we have access to all the market has to offer. This allows us to provide you with a bespoke service that is tailored to suit your personal goals and ambitions.
Clients
helped
helped
156
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

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
helped
1037
Minimum
wealth
wealth
£250k+
Meet the team
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

We are friendly, approachable advisers offering sound lifestyle financial planning and advice. We will provide you with advice in plain English that you can understand. We can hold meetings face to face, remotely via Zoom or by telephone.
Clients
helped
helped
40
Minimum
wealth
wealth
£100k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Invictus Wealth Consultants Limited
Cranbrook and sissinghurst
Initial consultation free
FCA verified
Restricted
Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped over a 1000 clients achieve financial clarity and confidence for themselves, their businesses and their family.
Clients
helped
helped
41
Minimum
wealth
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

Patrick Wayne Wealth Management Limited
Tunbridge wells
Initial consultation free
FCA verified
Independent
Professional, FCA-authorised financial advice tailored to your life goals. Transparent, experienced & client-focused. Book a free initial call today—we’re here to help you make confident decisions about your future.
Clients
helped
helped
40
Minimum
wealth
wealth
£0+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

Richard Cox Wealth Management have been providing financial advice for over 6 years. We provide financial advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
helped
11
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Daniel Karim *** Multi award winning Adviser and Practice ***
20 year plus love of listening to clients' financial aspirations/dreams, then making them a reality. Refreshingly different! PS Ask me about the "Mum Litmus Test"!
Clients
helped
helped
313
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 2 more matches
Frequently Asked Questions about Financial Advisers in Tunbridge Wells