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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
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Sedulo Wealth Management Ltd

Sedulo Wealth Management Ltd

Rhos On Sea
Initial consultation free
FCA verified
Independent
We believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
Clients
helped
59
Minimum
wealth
£100k+
Meet the team
Steven Hilditch
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
Sedulo Wealth Management Ltd

Sedulo Wealth Management Ltd

Wirral
Initial consultation free
FCA verified
Independent
We believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
Clients
helped
59
Minimum
wealth
£100k+
Meet the team
Steven Hilditch
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
Douglas Steers & Company

Douglas Steers & Company

Birmingham
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
11931
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Pinnacle Wealth Management LLP

Pinnacle Wealth Management LLP

Westbourne
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
161
Minimum
wealth
£150k+
Meet the team
Jon Dodson
Gem Ibrahim
Joe Holmes
Adam Cooper
Joseph Demetris
+5
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
RDS Financial Planning

RDS Financial Planning

Wakefield
Initial consultation free
FCA verified
Independent
Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress
Clients
helped
429
Minimum
wealth
£0+
Meet the team
Rob Simpson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Tideway  Wealth  Management Ltd

Tideway Wealth Management Ltd

Bushey
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
26
Minimum
wealth
£500k+
Meet the team
Harry Donoghue
Mihir Choughule
William Bale
Ben Klein
Sam Ratnage
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Chris Jones - True Potential

Chris Jones - True Potential

Middlesbrough
Initial consultation free
FCA verified
Restricted
My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.
Clients
helped
64
Minimum
wealth
£100k+
Meet the team
Chris Jones
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Adviser at Quilter Financial Advisers Ltd

Adviser at Quilter Financial Advisers Ltd

Syston
Initial consultation free
FCA verified
Restricted
A Financial Conduct Authority (FCA) registered and Quilter Financial Advisers Ltd appointed Financial Adviser, providing holistic financial advice.
Clients
helped
22
Minimum
wealth
£0+
Meet the team
Sylvester Ikekhua
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Business
Long Term Care
Mortgages
Duchy IFA

Duchy IFA

Sherston
Initial consultation free
FCA verified
Independent
Independent financial planner in Bath. Previously: military intelligence. Same instincts apply, detail orientated, analytical, discreet, careful with planning.
Clients
helped
15
Minimum
wealth
£50k+
Meet the team
Andrew Daw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Advanta Wealth

Advanta Wealth

Basingstoke
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
1209
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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