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Find an Independent or Restricted Financial Adviser

Find the best FCA regulated financial advisers near you. Get expert help with pensions, investments, retirement planning and more
The Private Office

The Private Office

Reigate
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
39650
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
TheWealthPoint

TheWealthPoint

Bilston
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3174
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
TheWealthPoint

TheWealthPoint

Llangefni
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3174
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fidelius Ltd

Fidelius Ltd

Stockport
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Qi Financial Solutions  Ltd

Qi Financial Solutions Ltd

Oxted
Initial consultation free
FCA verified
Independent
We offer high quality independent solutions to meet the needs of modern day life. Investment, Pensions & Wealth Management. We are committed to providing quality intelligent financial advice to support you through the different stages of your life.
Clients
helped
45
Minimum
wealth
£250k+
Meet the team
Paul Annys
Debbie Holloway
Tim Rea
Jackie Bloom
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
The Private Office

The Private Office

North muskham
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
39650
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
The Private Office

The Private Office

Swindon
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
39650
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Dartington Wealth Management

Dartington Wealth Management

Cambourne
Initial consultation free
FCA verified
Independent
We provide award winning independent financial advice to individuals, business owners, charities and trustees, working alongside your other professional advisers. Services include financial planning, investment advice and retirement planning.
Clients
helped
222
Minimum
wealth
£100k+
Meet the team
Oliver Bridgman
Chris Galpin
Philip Bowden-Pickstock
Rachel Rutherford
Andrew Coury
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Advance Wealth Ltd

Advance Wealth Ltd

Rayleigh
Initial consultation free
FCA verified
Independent
Providing professional financial planning services for private individuals and businesses.
Clients
helped
1038
Minimum
wealth
£50k+
Meet the team
Christopher Clark
Rongu Miah
Richard Brett
Antony Wright
Stephen May
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Full Swing Financial Planning

Full Swing Financial Planning

Brentwood
Initial consultation free
FCA verified
Restricted
I provide holistic financial advice which includes protecting yourself financially against illness or injury, planning for your retirement, or the best way to take your money if you’re ready to retire or maybe you’re looking to invest your savings.
Clients
helped
18
Minimum
wealth
£0+
Meet the team
Daniel O'Sullivan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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