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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
Jake Bartlett Clearwater Wealth Management

Jake Bartlett Clearwater Wealth Management

Feltham
Initial consultation free
FCA verified
Restricted
I’m a Chartered Accountant turned Financial Planner, helping individuals and families gain clarity and confidence with retirement, investments, tax, and estate planning through tailored, proactive strategies focused on life goals, not products.
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Ross Foxall - Warwick Wealth Management Ltd

Ross Foxall - Warwick Wealth Management Ltd

Royal leamington spa
Initial consultation free
FCA verified
Independent
YOU are the focus of our business: You, your life, your family, your future.
Clients
helped
133
Minimum
wealth
£150k+
Meet the team
Ross Foxall
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Glasgow
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
57
Minimum
wealth
£250k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Castlegate Financial Management

Castlegate Financial Management

London
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
Recently added
Minimum
wealth
£500k+
Meet the team
Becky Womble
Adam Thompson
Lauren Hanson
Heather Hodson
Lucy Guinness
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
McMillan Financial Advice Limited

McMillan Financial Advice Limited

Pyecombe
Initial consultation free
FCA verified
Restricted
McMillan Financial Advice collectively have 450+ years of financial industry experience. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to their most important financial issues.
Clients
helped
51
Minimum
wealth
£50k+
Meet the team
Vikram Deb
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Middlesbrough
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
985
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
Humboldt Financial

Humboldt Financial

Wisbech
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
2545
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
Andy Crowe - True Potential

Andy Crowe - True Potential

Crewe
Initial consultation free
FCA verified
Independent
During my 25 years as a Financial Adviser, I have built up an extensive knowledge in all areas of Financial Planning. As a Fellow of the Personal Finance Society I am committed to life long learning and providing the very best advice for my clients.
Clients
helped
64
Minimum
wealth
£0+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
Evelyn Partners

Evelyn Partners

Shotteswell
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
985
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
Humboldt Financial

Humboldt Financial

Liverpool
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
2545
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
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