Find an Independent or Restricted Financial Adviser

Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.

We help people plan for a successful retirement and try and help them enjoy themselves whilst in retirement. We then help people to pass on wealth to the next generation with various tax planning strategies.

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

For over 18 years, Castlerock Wealth Management has provided trusted holistic financial advice. We guide directors, professionals, and retirees with practical solutions—helping you protect, grow, and enjoy your wealth with confidence.

Creating, managing and protecting your wealth the intelligent way

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Offering a free initial meeting, we provide independent regulated advice on Investments, Pensions and Inheritance Tax Planning. We take the stress out of investing helping clients of all wealth levels.

Guiding your financial journey with clarity and confidence. CMM Wealth Management offers tailored, independent advice designed to support individuals, families, and business owners through every stage of their financial journey.

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.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.