Find an Independent or Restricted Financial Adviser

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

We are an independent, directly authorised company based in Bewdley run by the director and Chartered Financial Planner with the support of an admin team that has a wealth of experience in financial services.

Committed to guiding you through every step of your financial journey. By taking the time to understand your specific circumstances, goals and aspirations, you can expect a customised financial plan that aligns with your vision.

Hough Financial provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.

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.

Mark Clinton is based in Bournemouth and is passionate about helping clients navigate their way both up to, and beyond retirement.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

Independent, Whole of Market, Chartered Financial Adviser covering Surrey, Hampshire and Berkshire. 18 years’ experience in pensions, retirement planning, investments, inheritance, long term care and divorce or separation. Personal and unbiased advice!

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.