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

We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.
Clients
helped
helped
14
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

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
helped
2292
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

Alexander James Financial planning: Tom James
Tunbridge wells
Initial consultation free
FCA verified
Independent
Simple yet professional advice from a local IFA, all face to face meetings in your own home at no cost
Clients
helped
helped
334
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

Lee Kirven at True Potential Wealth Management
Lichfield
Initial consultation free
FCA verified
Restricted
For the past 18 years, I’ve had the pleasure of helping people plan and achieve their financial goals. During this time, I’ve become a trusted financial planner to a wide range of individuals and families.
Clients
helped
helped
86
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
Clients
helped
helped
388
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Frequently Asked Questions about Financial Advisers




