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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
Berkshire IFA

Berkshire IFA

Wokingham
Initial consultation free
FCA verified
Independent
We offer a no cost or obligation initial fact find meeting, to talk through the financial and personal outcomes you seek. We are fully independent so can offer whole of market advice on pensions, investments, Inheritance tax planning, and wealth planning.
Clients
helped
1523
Minimum
wealth
£100k+
Meet the team
Ashton Eddolls
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Evelyn Partners

Evelyn Partners

London
Initial consultation free
FCA verified
Restricted
"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
1077
Minimum
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
Douglas Steers & Company

Douglas Steers & Company

Kimpton
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10612
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Stalybridge
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
76
Minimum
wealth
£250k+
Meet the team
P
S
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Chris Jones - True Potential

Chris Jones - True Potential

Scunthorpe
Initial consultation free
FCA verified
Restricted
My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.
Clients
helped
43
Minimum
wealth
£100k+
Meet the team
Chris Jones
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Olive Tree Wealth Management Ltd

Olive Tree Wealth Management Ltd

Wakefield
Initial consultation free
FCA verified
Restricted
We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
Clients
helped
85
Minimum
wealth
£50k+
Meet the team
Simon Herbert
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Lumin Wealth

Lumin Wealth

Wheathampstead
Initial consultation free
FCA verified
Independent
Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped
352
Minimum
wealth
£150k+
Meet the team
Jason Coppard
Max Dymoke
Graham Connor
Joe Hogg
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
The Private Office

The Private Office

Bristol
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
39961
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
Tax & trust planning
Savings
Long Term Care
Mortgages
Chris Hamilton - Quilter Financial Advisers

Chris Hamilton - Quilter Financial Advisers

Bournemouth
Initial consultation free
FCA verified
Restricted
We offer friendly personalized financial advice in a full range of products including retirement and pensions, investments, insurances and equity release as well as trust and financial planning.
Clients
helped
59
Minimum
wealth
£100k+
Meet the team
Chris Hamilton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Almond Financial Ltd

Almond Financial Ltd

Corby
Initial consultation free
FCA verified
Restricted
A fresh approach to effective financial planning. Committed to Clarity. No confusion, zero gobbledygook.
Clients
helped
665
Minimum
wealth
£100k+
Meet the team
Lewis Chapman
Joe Fleet-Chapman
Sam Robinson
Lewis Colver
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers