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

Simon Latham at True Potential Wealth Management
Richmond
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
helped
13
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

During my 25 years as a Financial Adviser, I have built up an extensive knowledge in all areas of Financial Planning. As a Fellow of the Personal Finance Society I am committed to life long learning and providing the very best advice for my clients.
Clients
helped
helped
64
Minimum
wealth
wealth
£0+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business

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
helped
196
Minimum
wealth
wealth
£250k+
Meet the team
+2
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings

We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in the Birmingham helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
Clients
helped
helped
5716
Minimum
wealth
wealth
£100k+
Meet the team
+1
Can help with
Pensions & retirement
Business

Professional, FCA-authorised financial advice tailored to your life goals. Transparent, experienced & client-focused. Book a free initial call today—we’re here to help you make confident decisions about your future.
Clients
helped
helped
48
Minimum
wealth
wealth
£0+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

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
helped
2292
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
sf
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
helped
1374
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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