Find an Independent or Restricted Financial Adviser

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.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.

At Blue Heron, your are at the heart of what we do. Ensuring your financial wellbeing through service excellence. You can access a wide range of quality services and insights that help you to make sound financial decisions.

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

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

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

Michelle Germain Wealth has been providing financial advice for over 25 years. We focus on offering personalised financial advice tailored to your needs. Our specialties is Pension Drawdown, accessing 25% tax-free cash & Annuities.

I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.

With over 25 years’ experience, I help business owners, professionals and retirees make confident financial decisions — from structuring assets to planning retirement — with clear advice, technical know-how and practical insight.

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