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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
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AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Speldhurst
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
754
Minimum
wealth
£250k+
Meet the team
Flynn Gray
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Advanta Wealth

Advanta Wealth

Surbiton
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1209
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
M&G Advice

M&G Advice

Leigh
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
3173
Minimum
wealth
£50k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fidelius Ltd

Fidelius Ltd

Pevensey
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
176
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Titan Wealth

Titan Wealth

Leicester
Initial consultation free
FCA verified
Independent
Titan Wealth provides personalised financial planning and investment advice to individuals, families, and business owners across the UK.
Clients
helped
3898
Minimum
wealth
£250k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Count Finance

Count Finance

Belfast
Initial consultation free
FCA verified
Restricted
UK’s first fully automated financial adviser. Get a personalised plan in minutes. No minimum wealth. No jargon. No pressure. Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
2942
Minimum
wealth
£0+
Meet the team
Laura Cornely
Karl Townsend
Can help with
Pensions & retirement
Financial planning
Investments
Savings
The Private Office

The Private Office

Tadmarton
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
42185
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
Evelyn Partners

Evelyn Partners

Birkenhead
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
1556
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
Bright Wealth Management

Bright Wealth Management

Liverpool
Initial consultation free
FCA verified
Restricted
Bright Wealth Management have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
19
Minimum
wealth
£150k+
Meet the team
Christian Eckersley
Rachel Washington
Daniel Etherington
Warren Goodwin
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Castlerock Wealth Management

Castlerock Wealth Management

Gillingham
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
Darren Jones
A
Joseph Hopper
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
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