Find an Independent or Restricted Financial Adviser

Independent Financial Adviser providing tailored, holistic planning with ongoing support. I help clients grow and protect their wealth through efficient tax planning, retirement strategies, portfolio structuring, and cash flow analysis.

A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.

Pinnacle Financial Management Limited is a local company with a number of experienced Financial Advisers situated across Sussex, Surrey, Kent and Hamphire. They have over 31 years of combined experienced in the financial services industry.

Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.

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.

Independent Wealth & Retirement Specialist in East Bridgford. Personal advice for long-term goals, from income planning to family legacies.

Need help with your pensions? Or retirement planning in general? With over 15 years of experience as a financial adviser you can be confident you will get good advice. Get in touch for simple straightforward advice.

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

Our wealth management experts specialise in financial planning, tax mitigation and investment management. Our purpose is to make people’s lives better by helping them to live the life they want; look after those they love and leave a powerful legacy.