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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
M&G Advice

M&G Advice

Shotton
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
Douglas Steers & Company

Douglas Steers & Company

East malling and larkfield
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
Dean Wills Financial Planning

Dean Wills Financial Planning

Birmingham
Initial consultation free
FCA verified
Restricted
With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.
Clients
helped
102
Minimum
wealth
£100k+
Meet the team
Dean Wills
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Stockbroking services
M&G Advice

M&G Advice

London
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
Chris Philcox - Clearly Independent Financial Planning Ltd

Chris Philcox - Clearly Independent Financial Planning Ltd

Crawley
Initial consultation free
FCA verified
Independent
Independent, FCA-regulated financial planning, specialising in pre and post-retirement advice, investment growth, protection and estate planning. We deliver financial planning that is clear to understand, clear in cost and clearly independent.
Clients
helped
336
Minimum
wealth
£250k+
Meet the team
Chris Philcox DipFA
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Gloucester
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
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Shoreline Financial Planning

Shoreline Financial Planning

Newtimber
Initial consultation free
FCA verified
Restricted
We’re backed by the strength and credibility of M&G plc, who has been providing financial security for over 170 years. The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice.
Clients
helped
41
Minimum
wealth
£50k+
Meet the team
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
aw

Argentis Wealth Management Ltd

Portsmouth
Initial consultation free
FCA verified
Independent
I take time to understand your financial priorities and will work with you to help you achieve them. I'm available to discuss your needs either face-to-face or virtually.
Clients
helped
162
Minimum
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Whateley Wealth Management Ltd

Whateley Wealth Management Ltd

Birmingham
Initial consultation free
FCA verified
Independent
We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs. We firmly believe everyone deserves a secure financial future.
Clients
helped
416
Minimum
wealth
£50k+
Meet the team
Nicola Whateley
D
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

Staines upon thames
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
86
Minimum
wealth
£250k+
Meet the team
S
D
T
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
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