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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
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Tranent
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3552
Minimum
wealth
£50k+
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
Elmfield Financial Planning Limited

Elmfield Financial Planning Limited

Leyland
Initial consultation free
FCA verified
Independent
Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.
Clients
helped
664
Minimum
wealth
£50k+
Meet the team
Craig Dickinson
Susan Barnes
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Old Royle Wealth Management Ltd

Old Royle Wealth Management Ltd

Great boughton
Initial consultation free
FCA verified
Independent
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped
2863
Minimum
wealth
£150k+
Meet the team
Richard Clayton
Nikita Phillips
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
The Private Office

The Private Office

Haxby
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
39616
Minimum
wealth
£150k+
Meet the team
Paul Sanders
Alexander Law
Robert Morse
George Hicks
Ellie Jarvis
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Evelyn Partners

Evelyn Partners

Stone
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
The Private Office

The Private Office

Crowborough
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
39616
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
Gareth Jones

Gareth Jones

Worcester
Initial consultation free
FCA verified
Restricted
My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. Every client is unique, and so the approach is entirely personal
Clients
helped
91
Minimum
wealth
£50k+
Meet the team
Gareth Jones
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Long Term Care
Mortgages
Oak Financial Management Ltd

Oak Financial Management Ltd

London
Initial consultation free
FCA verified
Independent
Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
Clients
helped
66
Minimum
wealth
£50k+
Meet the team
Barry May
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Athelis Financial Ltd

Athelis Financial Ltd

Oldham
Initial consultation free
FCA verified
Restricted
Athelis Financial Ltd have been providing financial advice for over 8 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 most.
Clients
helped
63
Minimum
wealth
£100k+
Meet the team
Callum Hassan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Josh Long - OneWealth Ltd

Josh Long - OneWealth Ltd

Lisburn
Initial consultation free
FCA verified
Restricted
We help individuals and families navigate key financial decisions with clear advice and solutions tailored to their goals.
Clients
helped
64
Minimum
wealth
£50k+
Meet the team
Josh Long
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers