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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

Northwich
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
39650
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
Evelyn Partners

Evelyn Partners

Ellenhall
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1011
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Kilmarnock
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
58
Minimum
wealth
£250k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Advanced Asset Consultants Ltd

Advanced Asset Consultants Ltd

Ayr
Initial consultation free
FCA verified
Independent
Chartered Financial Planning practice providing Solutions throughout the UK for every stage of your financial life, delivering a first class service from a firm that truly puts clients at the centre of everything we do.
Clients
helped
351
Minimum
wealth
£100k+
Meet the team
Kevin Lynch BEng FPFS EFP
Scott Keachie  BA (Hons) DipFA AwPTER EFA
Dave McConnell MSc FPFS EFP
Pauline Doherty FPFS EFP
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Long Term Care
ProPlan Financial Advice Limited

ProPlan Financial Advice Limited

Foulridge
Initial consultation free
FCA verified
Independent
We are an independent financial planning business which is focused on helping clients understand and plan for their future.
Clients
helped
115
Minimum
wealth
£100k+
Meet the team
Steven Henry BA (Hons) DipPFS Cert CII (MP) CeRGI
Steve Czapowski DipPFS, Cert CII
Lisa Estill DipPFS, CeMAP, Advanced Financial Planning Certificate
Christopher Bradbury
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Evelyn Partners

Evelyn Partners

Birmingham
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1011
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Dhm Wynchwood LLP

Dhm Wynchwood LLP

Warndon
Initial consultation free
FCA verified
Independent
Established in 1973, DHM has a history of providing good advice to individuals and businesses.
Clients
helped
< 10
Minimum
wealth
£0+
Meet the team
Penelope Heyworth
Lloyd Walton
Nigel Foster
Allison Jordan
Jon Bingham
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Full Swing Financial Planning

Full Swing Financial Planning

Wickford
Initial consultation free
FCA verified
Restricted
I provide holistic financial advice which includes protecting yourself financially against illness or injury, planning for your retirement, or the best way to take your money if you’re ready to retire or maybe you’re looking to invest your savings.
Clients
helped
18
Minimum
wealth
£0+
Meet the team
Daniel O'Sullivan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Matheson Charles

Matheson Charles

Chippenham
Initial consultation free
FCA verified
Independent
We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.
Clients
helped
419
Minimum
wealth
£0+
Meet the team
J
T
Ian Hayes
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Long Term Care
Mortgages
Brendan Sheehan at Continuum Financial Services (605306)

Brendan Sheehan at Continuum Financial Services (605306)

London
Initial consultation free
FCA verified
Independent
Focussed on delivering straight forward recommendations to private clients and SME directors to achieve their financial goals and give them peace of mind. Our modern offering delivers benefits for clients to enjoy to help them achieve these goals.
Clients
helped
393
Minimum
wealth
£100k+
Meet the team
Brendan Sheehan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Frequently Asked Questions about Financial Advisers