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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

Hereford
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
39611
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Estella Peto
Sarah Nesbitt
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
The Private Office

The Private Office

Highworth
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
39611
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
Joss Gale at Westminster Wealth

Joss Gale at Westminster Wealth

Haslemere
Initial consultation free
FCA verified
Independent
Independent Financial Advice from a firm ranked 4th in the Financial Times Top 100 advice firms for 2023. Expertise. Fairly Priced.
Clients
helped
36
Minimum
wealth
£150k+
Meet the team
Joss Gale
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Glasgow
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
15109
Minimum
wealth
£0+
Meet the team
James Relph
John McLaren
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Evelyn Partners

Evelyn Partners

Camberley
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
996
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
Temple Gray

Temple Gray

Ballyclare
Initial consultation free
FCA verified
Independent
We make the complex understandable, take all the time you need and deliver value for money.
Clients
helped
330
Minimum
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
Mortgages
Evelyn Partners

Evelyn Partners

Wallsend
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
996
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
Joss Gale at Westminster Wealth

Joss Gale at Westminster Wealth

London
Initial consultation free
FCA verified
Independent
Independent Financial Advice from a firm ranked 4th in the Financial Times Top 100 advice firms for 2023. Expertise. Fairly Priced.
Clients
helped
36
Minimum
wealth
£150k+
Meet the team
Joss Gale
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Arcus Wealth - Mark O'Hara

Arcus Wealth - Mark O'Hara

Eccleston
Initial consultation free
FCA verified
Independent
By putting the client at the heart of everything, Mark is committed to providing quality financial advice with the ultimate goal of helping people get more of what they really want out of life.
Clients
helped
44
Minimum
wealth
£100k+
Meet the team
Mark O'Hara
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Neil Dawson - True Potential Wealth Management

Neil Dawson - True Potential Wealth Management

Crowthorne
Initial consultation free
FCA verified
Restricted
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped
155
Minimum
wealth
£100k+
Meet the team
Neil Dawson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
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