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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
McCarthy Wealth Management

McCarthy Wealth Management

Cathays
Initial consultation free
FCA verified
Independent
I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
459
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Anderson Sinclair & Co LLP

Anderson Sinclair & Co LLP

Slinfold
Initial consultation free
FCA verified
Independent
A family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investments and Pensions.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
G
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
SFL Wealth Management

SFL Wealth Management

Mirfield
Initial consultation free
FCA verified
Independent
Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
940
Minimum
wealth
£50k+
Meet the team
Nigel Ogden
Tony Stevens
Paul Golding
Marc Standish
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Totnes
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
15094
Minimum
wealth
£0+
Meet the team
Shaun Bell
Scott Robinson
Jamie Laban
Andrew Bond
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Gemini Wealth Management Ltd

Gemini Wealth Management Ltd

Birmingham
Initial consultation free
FCA verified
Independent
Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
Clients
helped
136
Minimum
wealth
£100k+
Meet the team
A
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

London
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
39558
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
Saltus Partners LLP

Saltus Partners LLP

Rayleigh
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1043
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Saltus Partners LLP

Saltus Partners LLP

New malden
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1043
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Glen - True Potential Wealth Management

Glen - True Potential Wealth Management

Boldon colliery
Initial consultation free
FCA verified
Restricted
As a Financial Adviser with over 20 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.
Clients
helped
142
Minimum
wealth
£0+
Meet the team
G
Can help with
Pensions & retirement
Financial planning
Mortgages
Glevum Wealth Management

Glevum Wealth Management

Gloucester
Initial consultation free
FCA verified
Independent
Glevum Wealth Management provide broad based advice, mainly to families, directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
17
Minimum
wealth
£50k+
Meet the team
Steve Ireland
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
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