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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
The Private Office

The Private Office

Solihull
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
40249
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+39
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Tideway Wealth Management

Tideway Wealth Management

Tadworth
Initial consultation free
FCA verified
Independent
Tideway is an independent, privately owned boutique firm offering financial advice and wealth management. We focus on clear strategies and transparent solutions, helping you achieve your financial goals with confidence.
Clients
helped
54
Minimum
wealth
£500k+
Meet the team
Harry Donoghue
Sue Maydwell
Ben Klein
Sam Ratnage
William Bale
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Glasgow
Initial consultation free
FCA verified
Independent
As a father & son team, we have over 40 years of experience. Retirement advice, drawdown, annuities, pension consolidation & pension transfers. FREE INITIAL CONSULTATION. We are a local family firm providing home visits throughout Lanarkshire & Glasgow.
Clients
helped
236
Minimum
wealth
£50k+
Meet the team
David Mulholland
Matthew Mulholland
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Tideway Wealth Management

Tideway Wealth Management

Amersham
Initial consultation free
FCA verified
Independent
Tideway is an independent, privately owned boutique firm offering financial advice and wealth management. We focus on clear strategies and transparent solutions, helping you achieve your financial goals with confidence.
Clients
helped
54
Minimum
wealth
£500k+
Meet the team
Harry Donoghue
Sue Maydwell
Ben Klein
Sam Ratnage
William Bale
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
New Town Money

New Town Money

Edinburgh
Initial consultation free
FCA verified
Independent
New Town Money is an independent financial advisory firm committed to providing clear, impartial advice. I have been giving pension advice for over 30 years so I have a lot of experience of the good, the bad and the ugly in the pensions world!
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Tony Martin (Partner) @ True Potential Wealth Management LLP

Tony Martin (Partner) @ True Potential Wealth Management LLP

Romford
Initial consultation free
FCA verified
Restricted
I provide holistic financial planning advice covering Investments, Pensions & Protection using award winning technology and delivering world class service.
Clients
helped
62
Minimum
wealth
£100k+
Meet the team
Tony Martin DipCII
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

High wycombe
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
15342
Minimum
wealth
£0+
Meet the team
Nicola Cornish
Waqas Nawaz
Jonathan Eales
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Advanta Wealth

Advanta Wealth

Esher
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1076
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Almond Financial Ltd

Almond Financial Ltd

London
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
Equillium Wealth Management

Equillium Wealth Management

Sidcup
Initial consultation free
FCA verified
Restricted
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
116
Minimum
wealth
£0+
Meet the team
Gar Lok Lau
Luke Kalsi
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
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