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

The lifeblood of our business is our clients, if our clients are happy, we are happy. We pride ourselves on giving highly personalised wealth management and financial planning advice.
Putting our client's needs at the forefront of what we do is paramount.
Clients
helped
helped
105
Minimum
wealth
wealth
£50k+
Meet the team
J
P
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 3 more matches

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
40126
Minimum
wealth
wealth
£150k+
Meet the team
+21
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

Helping you plan for a secure future while enjoying life today. Professional advice on pensions, investments, protection and legacy planning, focused on clarity, confidence and financial wellbeing.
Clients
helped
helped
44
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

"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
helped
1104
Minimum
wealth
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

Robin Place - Four Oaks Financial Services Limited
Lichfield
Initial consultation free
FCA verified
Restricted
Robin provides Financial Planning and Retirement Advice on Investments, Pensions, Long Term Care, Protection and Inheritance Tax.
Clients
helped
helped
68
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
Clients
helped
helped
64
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement

Castlegate Financial Management
Little ponton and stroxton
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
helped
14
Minimum
wealth
wealth
£250k+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

Sam Hartley - True Potential Wealth Management
Newcastle
Initial consultation free
FCA verified
Restricted
I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, I project your income, expenses and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
Clients
helped
helped
381
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
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
40126
Minimum
wealth
wealth
£150k+
Meet the team
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages

As Independent Financial Advisers we select from the whole of the market, and not just in the UK but also offshore with no restrictions on which products or services we select to meet your financial objectives.
Clients
helped
helped
15
Minimum
wealth
wealth
£100k+
Meet the team
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers