Find an Independent or Restricted Financial Adviser

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.

Personal and Professional Independent financial advice for Pensions, Investments, Savings, Mortgages and Insurance. Contact us on West Kilbride 824905.

Our independent financial planners combine personal attention with a straight-talking, down-to-earth approach, whether looking after your personal finances or your business needs.

Pinnacle Wealth Management LLP have been providing financial advice for over 13 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.

True financial freedom means peace of mind knowing you and your loved ones are prepared for whatever. At the heart of our mission is a simple promise: to help you, your family and your business create a more secure and confident financial future.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.

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.

I’m a Chartered Accountant turned Financial Planner, helping individuals and families gain clarity and confidence with retirement, investments, tax, and estate planning through tailored, proactive strategies focused on life goals, not products.