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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
Regentia Lifestyle Planning Ltd

Regentia Lifestyle Planning Ltd

Worksop
Initial consultation free
FCA verified
Independent
Helping Clients make smarter financial decisions specialising in the areas of Investment, tax and Retirement Planning
Clients
helped
265
Minimum
wealth
£0+
Meet the team
Adam Carnall
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Walker Crips Investment Management

Walker Crips Investment Management

Nether poppleton
Initial consultation free
FCA verified
Independent
Investment management Offering discretionary bespoke, discretionary model portfolios, advisory managed and advisory dealing services to our clients.
Clients
helped
21
Minimum
wealth
£100k+
Meet the team
Alan Kinnaird
Can help with
Financial planning
Investments
Savings
The Private Office

The Private Office

Horley
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
40126
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
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Dumfries
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
197
Minimum
wealth
£250k+
Meet the team
Edward Faulkner
Jeff Simpson
Georgia Hall
Dilara Uyduran
Graeme Robertson
+2
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Montpellier Asset Management

Montpellier Asset Management

Hardwicke
Initial consultation free
FCA verified
Independent
A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped
242
Minimum
wealth
£250k+
Meet the team
Simon Whitney
Richard Turnbull
Chris Riddell
William Gregory
Peter Howard
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Stockbroking services
Mortgages
McCarthy Wealth Management

McCarthy Wealth Management

Upper cwmbran
Initial consultation free
FCA verified
Independent
I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
465
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
sg

Steven Goode Abacus Associates

Gerrards cross
Initial consultation free
FCA verified
Independent
Helping individuals, families, and businesses make confident financial decisions that truly support their goals and dreams.
Clients
helped
25
Minimum
wealth
£0+
Meet the team
Steven Goode
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
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Freedom Wealth Management

London
Initial consultation free
FCA verified
Restricted
From our central London offices, we support a range of clients – individuals, families, and businesses – in every aspect of financial planning.
Clients
helped
70
Minimum
wealth
£100k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Savings
True Potential Wealth Management - Jason Lynch

True Potential Wealth Management - Jason Lynch

Penryn
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
487
Minimum
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Savings
Business
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

London
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
197
Minimum
wealth
£250k+
Meet the team
Edward Faulkner
Jeff Simpson
Georgia Hall
Dilara Uyduran
Graeme Robertson
+2
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers