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

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
helped
1074
Minimum
wealth
wealth
£250k+
Meet the team
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

John takes pride in providing an exceptional standard of service to his clients, by giving clear, independent, impartial advice
John is happy to meet in-person or remotely via video conference, whichever your preference.
Clients
helped
helped
834
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Taking advice could be the soundest financial decision you make. We can explain options you may not have considered. It may be pensions, inheritance tax, investing tax-efficiently, retirement, selling a business or even a lottery win!
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
Clients
helped
helped
384
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

Castlegate Financial Management
Doddington and whisby
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
helped
14
Minimum
wealth
wealth
£250k+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

"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
helped
1102
Minimum
wealth
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

I am an experienced Financial Planner with 20+ years in the financial services industry. I specialise in pensions, investments and protection and will aim to develop a tailored financial plan for you based on your individual circumstances and objectives.
Clients
helped
helped
36
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers


