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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

Clent
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
40100
Minimum
wealth
£150k+
Meet the team
George Hicks
Daniel Lea
Robert Morse
Tony Padgett
Daniel Schofield
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
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Collaborative Wealth

Nottingham
Initial consultation free
FCA verified
Independent
I can discuss open and honest independent financial advice with the values and principles of a co-operative.
Clients
helped
71
Minimum
wealth
£50k+
Meet the team
Chris Bates
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Panoramic Wealth Management Ltd

Panoramic Wealth Management Ltd

Tonbridge
Initial consultation free
FCA verified
Independent
Panoramic is operating fully and we are at present not conducting face to face meetings. We can conduct meetings with you on Zoom or Teams and if preferred by of the phone to discuss your requirements.
Clients
helped
77
Minimum
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Wyddial
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
The Private Office

The Private Office

Ilford
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
40100
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
Tax & trust planning
Savings
Intelligent Financial Advisory Ltd

Intelligent Financial Advisory Ltd

Kettering
Initial consultation free
FCA verified
Independent
Creating, managing and protecting your wealth the intelligent way
Clients
helped
375
Minimum
wealth
£50k+
Meet the team
Sonni Assi
Tania Assi
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
3d Financial Planning

3d Financial Planning

New malden
Initial consultation free
FCA verified
Independent
3D Financial Planning provide independent financial advice to individualsto help them to build, manage and protect their wealth.
Clients
helped
136
Minimum
wealth
£250k+
Meet the team
Scott Davis
C
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Cleckheaton
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3637
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
C
D
D
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
The Private Office

The Private Office

Brackley
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
40100
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
Tax & trust planning
Savings
Long Term Care
Mortgages
Harbour Rock Capital Limited

Harbour Rock Capital Limited

Frindsbury extra
Initial consultation free
FCA verified
Restricted
Helping you get the most out of your pension with tailored financial advice. From accessing your savings early to finding you a better deal. UK-wide service by phone, post and email, with no upfront fee.
Clients
helped
< 10
Minimum
wealth
£0+
Meet the team
Shaun Blake
Ashley Fraser
Luis Hernandez
Crystal LeRoux
Amanda Bubb
+1
Can help with
Pensions & retirement
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