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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

Woking
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
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
The Private Office

The Private Office

Durham
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
+21
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Beals Wealth Management.

Beals Wealth Management.

Southampton
Initial consultation free
FCA verified
Restricted
Trusted financial advice with 30+ years experience. Our expert advisers offer no-obligation consultations - by phone, video or in person. We cover the whole UK: mortgages, pensions, investments, & protection all tailored to your financial goals.
Clients
helped
920
Minimum
wealth
£0+
Meet the team
Paul Janes
James Grant
Mark Hurst
Christine Poynter
Daniel Pyle
+14
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
The Private Office

The Private Office

Edgware
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
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Bellamy Wealth Management Ltd

Bellamy Wealth Management Ltd

Chippenham
Initial consultation free
FCA verified
Restricted
If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.
Clients
helped
114
Minimum
wealth
£150k+
Meet the team
Kyle Marsh
Sagee Abuebid
Paul Andrews
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Hallett Wealth Management

Hallett Wealth Management

Horsham
Initial consultation free
FCA verified
Restricted
I have worked in investment management for over 30 years and since I joined SJP have very much enjoyed helping my Clients by understanding what's important to them and delivering practical solutions for the financial issues that concern them the most.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
Neal Hallett
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Fairstone Group

Fairstone Group

Tonbridge
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
15306
Minimum
wealth
£0+
Meet the team
Kevin Yim
William Busby
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Crystal Wealth Management

Crystal Wealth Management

Calne
Initial consultation free
FCA verified
Independent
Award Winning Independent Adviser acting in YOUR Best Interests. Let's Optimise your wealth so that you can afford your best life and retirement.
Clients
helped
82
Minimum
wealth
£100k+
Meet the team
Hugh Matthews
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

Oakengates
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
M&G Advice

M&G Advice

Burton on the wolds
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
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