Find an Independent or Restricted Financial Adviser

Chartered, independent planners who give precise, actionable answers. With scenario modelling, proactive reviews, and highly competitive, transparent fees, we keep your goals on track. We'll help you live with financial confidence, today and tomorrow.

Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped thousands of clients achieve financial clarity and confidence for themselves, their businesses and their family.

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.

We offer unparalleled financial planning experience and advice quality, always sourcing the best possible financial solutions for our clients needs.

Wren Sterling is a national financial advice business with an office serving clients across Cornwall and Devon. We specialist in helping clients make sense of their finances, plotting a path forward that leaves clients feeling confident and in control.

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.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

Award winning Chartered & Certified financial planners giving quality independent advice

We are a whole of market company and are truly Independent, and strive to get the best for our clients. We can meet you in your home or workplace at a time that suits or with some areas of advice we can work for you via phone and internet.