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

We are committed to providing comprehensive financial planning and advisory services tailored to the unique needs of our clients. With a strong foundation built on the core values of integrity, excellence, and client-centric service.
Clients
helped
helped
187
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Sharia finance

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
helped
2245
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

OneWealth Ltd have been providing financial advice for over 5 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
28
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings

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
39650
Minimum
wealth
wealth
£150k+
Meet the team
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country.
With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
helped
15115
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

At Tetra, we follow a four-pillar approach to financial planning designed to help local individuals and businesses build, grow, and protect their wealth.
Clients
helped
helped
435
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

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
103
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services

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
39650
Minimum
wealth
wealth
£150k+
Meet the team
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

With Advanta it’s always personal.
We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
helped
1057
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

We are one of the UK's leading Retirement Advice firms.
Our expert Protection advisers can provide you with market leading quotes, without obligation.
Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped
helped
6182
Minimum
wealth
wealth
£0+
Meet the team
+2
Can help with
Pensions & retirement
Insurance & protection
Savings
Mortgages
Frequently Asked Questions about Financial Advisers in Lee