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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
Jane Newman Financial Planning Limited

Jane Newman Financial Planning Limited

Droitwich spa
Initial consultation free
FCA verified
Independent
At Jane Newman Financial Planning we have a team ready to assist clients, new and existing with their immediate and future financial needs.
Clients
helped
268
Minimum
wealth
£50k+
Meet the team
Jane Newman
Emily Newman
J
Joanne Bates
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Aegis Financial Planning

Aegis Financial Planning

London
Initial consultation free
FCA verified
Independent
Extraordinary financial solutions for extraordinary times for you, your family and your business.
Clients
helped
< 10
Minimum
wealth
£250k+
Meet the team
Edem Amewowor
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 4 more matches
TheWealthPoint

TheWealthPoint

Liverpool
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3257
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Heritage Independent Financial Consultancy Ltd.

Heritage Independent Financial Consultancy Ltd.

Wembdon
Initial consultation free
FCA verified
Independent
A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis. Pension consolidation and drawdown specialists. Advising clients for 24 years .
Clients
helped
385
Minimum
wealth
£50k+
Meet the team
Jonathan Hutchins
Colin Williams
Bryan Pooley
Adam Reading
L
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
RDS Financial Planning

RDS Financial Planning

Leeds
Initial consultation free
FCA verified
Independent
Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress
Clients
helped
403
Minimum
wealth
£0+
Meet the team
Rob Simpson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Tetra Financial Planning

Tetra Financial Planning

Bexleyheath
Initial consultation free
FCA verified
Restricted
At Tetra, we follow a four-pillar approach to financial planning designed to help local individuals and businesses build, grow, and protect their wealth.
Clients
helped
475
Minimum
wealth
£0+
Meet the team
Michael O'Connell
David Bagley
David Chambers
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Tindle Wealth Management Ltd

Tindle Wealth Management Ltd

Richmond
Initial consultation free
FCA verified
Restricted
As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.
Clients
helped
20
Minimum
wealth
£500k+
Meet the team
Julius Morgan-Giles
Scott Tindle
Amy Claxton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Stockbroking services
TheWealthPoint

TheWealthPoint

Heywood
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3257
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Rosebridge Chester

Rosebridge Chester

Wirral
Initial consultation free
FCA verified
Independent
Multi award winning national group of independent Chartered Financial Planners offering personalised advice services. We provide tailored financial planning and cashflow planning to individuals, businesses, charities and trusts.
Clients
helped
116
Minimum
wealth
£250k+
Meet the team
Jane O'Hara
Gareth Griffiths
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Mortgages
MPI Financial Advice

MPI Financial Advice

Leicester
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8864
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
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