Find an Independent or Restricted Financial Adviser

Everyone looks forward to their retirement - are you prepared for yours?

Independent Financial Adviser providing tailored, holistic planning with ongoing support. I help clients grow and protect their wealth through efficient tax planning, retirement strategies, portfolio structuring, and cash flow analysis.

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.

We are proud to be a partner of M&G Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.

Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society with over 20 year's experience of helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile

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

Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.