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

Our aim is simple, yet incredibly effective: We want to help families become financially organised, understand the choices they have, and make good financial decisions that are aligned to their values.
Clients
helped
helped
214
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages

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
1045
Minimum
wealth
wealth
£250k+
Meet the team
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

Whatever your financial goals, we’re here to help you achieve them. We focus on understanding your unique aspirations and objectives, then develop solutions specific to your ever evolving needs and life circumstances to achieve your financial aims.
Clients
helped
helped
26
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

Friendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped
helped
236
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

Athelis Financial Ltd have been providing financial advice for over 8 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
helped
63
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

True Potential Wealth Management - Jason Lynch
Bedford
Initial consultation free
FCA verified
Restricted
I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
Clients
helped
helped
486
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Savings
Business

"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
helped
996
Minimum
wealth
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

AAF Financial Ltd are experts in financial planning, investment management, retirement planning, inheritance tax planning, general tax planning and wealth management.
Offices in London, Devon and West Sussex.
Clients
helped
helped
197
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Sharia finance
Frequently Asked Questions about Financial Advisers

