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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
True Potential Wealth Management

True Potential Wealth Management

Bradford
Initial consultation free
FCA verified
Restricted
Need help with your pensions? Or retirement planning in general? With over 15 years of experience as a financial adviser you can be confident you will get good advice. Get in touch for simple straightforward advice.
Clients
helped
952
Minimum
wealth
£50k+
Meet the team
Harjit Toor
Can help with
Pensions & retirement
Financial planning
Mortgages
Invictus Wealth Consultants Limited

Invictus Wealth Consultants Limited

Hurstpierpoint and sayers common
Initial consultation free
FCA verified
Restricted
Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped over a 1000 clients achieve financial clarity and confidence for themselves, their businesses and their family.
Clients
helped
50
Minimum
wealth
£150k+
Meet the team
L
Joshua Silk
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
TheWealthPoint

TheWealthPoint

Glossop
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
3176
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Tideway Wealth Management

Tideway Wealth Management

Watford
Initial consultation free
FCA verified
Independent
Tideway is an independent, privately owned boutique firm offering financial advice and wealth management. We focus on clear strategies and transparent solutions, helping you achieve your financial goals with confidence.
Clients
helped
44
Minimum
wealth
£500k+
Meet the team
Harry Donoghue
Sue Maydwell
Ben Klein
Sam Ratnage
William Bale
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Lee Kirven at True Potential Wealth Management

Lee Kirven at True Potential Wealth Management

Burton
Initial consultation free
FCA verified
Restricted
For the past 18 years, I’ve had the pleasure of helping people plan and achieve their financial goals. During this time, I’ve become a trusted financial planner to a wide range of individuals and families.
Clients
helped
84
Minimum
wealth
£50k+
Meet the team
Lee Kirven
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Saltus Partners LLP

Saltus Partners LLP

Potters bar
Initial consultation free
FCA verified
Independent
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
1047
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Simon Latham at True Potential Wealth Management

Simon Latham at True Potential Wealth Management

London
Initial consultation free
FCA verified
Restricted
As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
Clients
helped
12
Minimum
wealth
£100k+
Meet the team
Simon Latham
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Tom Grunsell at Westminster Wealth

Tom Grunsell at Westminster Wealth

Leatherhead
Initial consultation free
FCA verified
Independent
My mission is to help clients gain clarity about their financial future and identify their aspirations and goals. I provide a clear, actionable plan to achieve and manage these goals efficiently.
Clients
helped
26
Minimum
wealth
£150k+
Meet the team
Tom Grunsell
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Humboldt Financial

Humboldt Financial

Cambridge
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2549
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Lax Capital Limited

Lax Capital Limited

London colney
Initial consultation free
FCA verified
Independent
We use traditional investment management philosophies with cutting edge technology when making investment decisions
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Devesh Vishwakarma
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Stockbroking services
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