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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
Lumin Wealth

Lumin Wealth

Maidenhead
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
342
Minimum
wealth
£150k+
Meet the team
Joe Fisher
Will Harries
Kris Fisher
Sara Moore
Ben Mitson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
First Sentinel Wealth

First Sentinel Wealth

London
Initial consultation free
FCA verified
Independent
Clients
helped
496
Minimum
wealth
£100k+
Meet the team
Jonathan Hives
Toby Band
J
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Business
PSA Financial Services

PSA Financial Services

Central milton keynes
Initial consultation free
FCA verified
Independent
At PSA we offer specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.
Clients
helped
81
Minimum
wealth
£50k+
Meet the team
Kaylan Holmes DipPFS
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
The Private Office

The Private Office

Berkhamsted
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
39669
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
M&G Advice

M&G Advice

London
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2248
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
James Tucker - Blacktower Financial Management

James Tucker - Blacktower Financial Management

Preston
Initial consultation free
FCA verified
Independent
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
56
Minimum
wealth
£0+
Meet the team
James Tucker
Can help with
Expatriate finances
Fairstone Group

Fairstone Group

Torquay
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15126
Minimum
wealth
£0+
Meet the team
Scott Robinson
Shaun Bell
Jamie Laban
Andrew Bond
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Ascot Lloyd

Ascot Lloyd

Edinburgh
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1985
Minimum
wealth
£150k+
Meet the team
N
Jordan Cairney
Gary Taylor
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Whiteleigh Financial Planning Ltd

Whiteleigh Financial Planning Ltd

Helensburgh
Initial consultation free
FCA verified
Independent
Whiteleigh Financial Planning have been providing financial advice for over 20 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
17
Minimum
wealth
£250k+
Meet the team
Sharon McIlroy
Robert McIlroy
Kyle Mcilroy
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Optimal Planning Ltd

Optimal Planning Ltd

Laverstock
Initial consultation free
FCA verified
Independent
Clients
helped
< 10
Minimum
wealth
£250k+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
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