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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
Clayton Cumming - True Potential Wealth Management

Clayton Cumming - True Potential Wealth Management

Glasgow
Initial consultation free
FCA verified
Restricted
I am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax planning.
Clients
helped
334
Minimum
wealth
£100k+
Meet the team
Clayton Cumming
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
The Private Office

The Private Office

Rhiwbina
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
39337
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
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Edengate

Edengate

London
Initial consultation free
FCA verified
Independent
Navigating you through life's journey in order to make your dreams come true.
Clients
helped
151
Minimum
wealth
£250k+
Meet the team
Nigel Shaffer
Can help with
Pensions & retirement
Financial planning
Investments
Savings
James Swann at Continuum (Financial Services) LLP

James Swann at Continuum (Financial Services) LLP

Saltash
Initial consultation free
FCA verified
Independent
A dedicated Independent Financial Adviser who places his clients’ interests at the centre of every decision. James believes that truly valuable advice begins with a clear understanding of both your current circumstances and future aspirations.
Clients
helped
22
Minimum
wealth
£0+
Meet the team
James Swann
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Matthew Dudley - Pocock Sanders Ltd.

Matthew Dudley - Pocock Sanders Ltd.

Bournemouth
Initial consultation free
FCA verified
Independent
I'm an Independent Financial Adviser who help families and business owners, grow, protect and pass on their wealth with bespoke financial planning, tailored to your needs. I’m based in Dorset and my initial consultation is free of charge.
Clients
helped
563
Minimum
wealth
£250k+
Meet the team
Matthew Dudley
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Brendan Sheehan at Continuum Financial Services (605306)

Brendan Sheehan at Continuum Financial Services (605306)

Sidcup
Initial consultation free
FCA verified
Independent
Focussed on delivering straight forward recommendations to private clients and SME directors to achieve their financial goals and give them peace of mind. Our modern offering delivers benefits for clients to enjoy to help them achieve these goals.
Clients
helped
393
Minimum
wealth
£100k+
Meet the team
Brendan Sheehan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Tony Columbine True Potential Wealth Management

Tony Columbine True Potential Wealth Management

Stockport
Initial consultation free
FCA verified
Restricted
Whether you’re unsure where your pensions are held, worried about hidden fees, or simply want a smarter way to grow and protect your wealth, I’ll guide you step-by-step. My advice is transparent, tailored, and backed by award-winning technology that puts
Clients
helped
837
Minimum
wealth
£50k+
Meet the team
Tony Columbine
Tony Columbine
Tony Columbine
Tony Columbine
Tony Columbine
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
Southern Financial Services

Southern Financial Services

Glasgow
Initial consultation free
FCA verified
Independent
Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.
Clients
helped
336
Minimum
wealth
£0+
Meet the team
D
Craig Southern
Paul Santi
M
D
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Minos Wealth Planning

Minos Wealth Planning

London
Initial consultation free
FCA verified
Independent
At Minos Wealth, we guide our clients to the life they’ve always wanted. Whether you’re planning for retirement, investing a windfall, or simply want a thorough financial health check, we have the knowledge and expertise to spur you into action.
Clients
helped
77
Minimum
wealth
£100k+
Meet the team
Toby Barklem
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 1 more matches
Douglas Steers & Company

Douglas Steers & Company

Newport
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10301
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+6
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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