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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
Roseum Financial Planning

Roseum Financial Planning

Cheddar
Initial consultation free
FCA verified
Restricted
Bespoke, clear, compliant, and inclusive financial advice. Every financial plan is lovingly hand-crafted in-house, from scratch, with passion.
Clients
helped
79
Minimum
wealth
£50k+
Meet the team
Michaela Pashley
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
RBC Brewin Dolphin

RBC Brewin Dolphin

Leeds
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
22
Minimum
wealth
£250k+
Meet the team
C
D
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Fidelius Ltd

Fidelius Ltd

Eastbourne
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
38
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Continuum Financial Services LLP

Continuum Financial Services LLP

London
Initial consultation free
FCA verified
Independent
I pride myself in providing an exceptional standard service to my clients, by giving clear, independent impartial advice using cash flow modelling. I am happy to meet in-person or remotely via video conference.
Clients
helped
834
Minimum
wealth
£0+
Meet the team
John Duckman
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
NPM Wealth Management Ltd

NPM Wealth Management Ltd

Woking
Initial consultation free
FCA verified
Independent
Independent advice that is clear and takes your needs into account with a professional yet personal approach.
Clients
helped
83
Minimum
wealth
£150k+
Meet the team
Nicholas McNally
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
RBC Brewin Dolphin

RBC Brewin Dolphin

London
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
22
Minimum
wealth
£250k+
Meet the team
S
M
D
J
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Douglas Steers & Company

Douglas Steers & Company

Rothwell
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10683
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
Lathe & Co Wealth Advisers

Lathe & Co Wealth Advisers

Guildford
Initial consultation free
FCA verified
Independent
Your Future, Now. Your wealth, family, and aspirations all evolve over time. Your financial plan should too. That’s why we look beyond what you have today, creating adaptable plans designed for real life.
Clients
helped
89
Minimum
wealth
£100k+
Meet the team
Molly Burd
Dan Partington
Will Carrick Smith
Trumble Outhwaite
Thomas Eyles
+6
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Old Royle Wealth Management Ltd

Old Royle Wealth Management Ltd

Wetheral
Initial consultation free
FCA verified
Independent
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped
2869
Minimum
wealth
£150k+
Meet the team
Richard Clayton
Nikita Phillips
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
JM Finn

JM Finn

Mitcheldean
Initial consultation free
FCA verified
Independent
A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.
Clients
helped
70
Minimum
wealth
£500k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Stockbroking services
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