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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

Burgess hill
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
39611
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Warren Wealth Management Ltd

Warren Wealth Management Ltd

Hemel hempstead
Initial consultation free
FCA verified
Independent
Leading wealth management advice from outstanding financial advisers
Clients
helped
419
Minimum
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Blakes Financial Management Ltd

Blakes Financial Management Ltd

Reading
Initial consultation free
FCA verified
Independent
Our simple principle is always to only provide advice that we would be happy to implement ourselves.
Clients
helped
61
Minimum
wealth
£0+
Meet the team
Alan Butler
Steven Price
Can help with
Financial planning
Investments
Insurance & protection
Savings
Business
Long Term Care
Bellamy Wealth Management Ltd

Bellamy Wealth Management Ltd

Bradford on avon
Initial consultation free
FCA verified
Restricted
If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.
Clients
helped
107
Minimum
wealth
£150k+
Meet the team
Kyle Marsh
Sagee Abuebid
Paul Andrews
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
af

Aitana Financial Services - Wealth

Chartham
Initial consultation free
FCA verified
Restricted
Our goal is to provide you with qualified, expert advice. Sourcing you a mortgage that meets your requirements and financial goals. Ensuring the process is as simple and stress free as possible.
Clients
helped
55
Minimum
wealth
£0+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Invictus Wealth Consultants Limited

Invictus Wealth Consultants Limited

Camberley
Initial consultation free
FCA verified
Restricted
Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped over a 1000 clients achieve financial clarity and confidence for themselves, their businesses and their family.
Clients
helped
48
Minimum
wealth
£150k+
Meet the team
L
Joshua Silk
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Sebastian Tempest at True Potential

Sebastian Tempest at True Potential

Liverpool
Initial consultation free
FCA verified
Restricted
I have been helping my clients with their investments, pension & retirement planning, including Defined Benefit advice, since 2003. Please do get in touch and I will be delighted to help you achieve your financial goals.
Clients
helped
72
Minimum
wealth
£100k+
Meet the team
Sebastian Tempest
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Kevin Robins - True Potential Wealth Management

Kevin Robins - True Potential Wealth Management

Adamsdown
Initial consultation free
FCA verified
Restricted
As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.
Clients
helped
406
Minimum
wealth
£100k+
Meet the team
Kevin Robins
Can help with
Pensions & retirement
Investments
Savings
Douglas Steers & Company

Douglas Steers & Company

Pinchbeck
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10451
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
The Private Office

The Private Office

South cave
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
39611
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Frequently Asked Questions about Financial Advisers