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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
Advice Rooms

Advice Rooms

Chinnor
Initial consultation free
FCA verified
Independent
Advice Rooms is a space for all individuals to receive advice regarding their financial & retirement planning.
Clients
helped
631
Minimum
wealth
£50k+
Meet the team
Adam Neal
Jon Thompson
Tracy Muller
Can help with
Pensions & retirement
Financial planning
Savings
Thursfield & Co Personal Financial Planning

Thursfield & Co Personal Financial Planning

Burntwood
Initial consultation free
FCA verified
Independent
Hello, I am the Principal of Thursfield & Co Personal Financial Planning. We are a small, friendly financial advisory firm offering advice to ordinary everyday people in most areas with a bias towards pensions - in plain English.
Clients
helped
165
Minimum
wealth
£50k+
Meet the team
Tony Thursfield
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
M&G Advice

M&G Advice

Birkenhead
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2292
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Humboldt Financial

Humboldt Financial

Melbourne
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2565
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
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
1024
Minimum
wealth
£50k+
Meet the team
Bal Gill
Bal Gill
Bal Gill
B
Bal Gill
+5
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Wren Sterling

Wren Sterling

Bingham
Initial consultation free
FCA verified
Independent
Wren Sterling is a national financial advice business with office serving clients across the Midlands. We specialist in helping clients make sense of their finances, plotting a path forward that leaves clients feeling confident and in control.
Clients
helped
1952
Minimum
wealth
£50k+
Meet the team
Tim Dendy
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Saltus Partners LLP

Saltus Partners LLP

Wooburn
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
1074
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
The Private Office

The Private Office

Banbury
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
+48
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
CMM Wealth Management

CMM Wealth Management

York
Initial consultation free
FCA verified
Independent
Guiding your financial journey with clarity and confidence. CMM Wealth Management offers tailored, independent advice designed to support individuals, families, and business owners through every stage of their financial journey.
Clients
helped
48
Minimum
wealth
£50k+
Meet the team
Catherine Makin
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
sg

Steven Goode Abacus Associates

Maidenhead
Initial consultation free
FCA verified
Independent
Helping individuals, families, and businesses make confident financial decisions that truly support their goals and dreams.
Clients
helped
25
Minimum
wealth
£0+
Meet the team
Steven Goode
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