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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
Evelyn Partners

Evelyn Partners

Warwick
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
1102
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
Executive Wealth Services

Executive Wealth Services

Edinburgh
Initial consultation free
FCA verified
Independent
We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
Clients
helped
300
Minimum
wealth
£250k+
Meet the team
David Garvey
Clara Jackson
K
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Kevin Robins - True Potential Wealth Management

Kevin Robins - True Potential Wealth Management

Monmouth
Initial consultation free
FCA verified
Restricted
As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.
Clients
helped
407
Minimum
wealth
£100k+
Meet the team
Kevin Robins
Can help with
Pensions & retirement
Investments
Savings
Ascot Lloyd

Ascot Lloyd

Ellon
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
2044
Minimum
wealth
£150k+
Meet the team
Phil Addy
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Pinnacle Wealth Management LLP

Pinnacle Wealth Management LLP

West end
Initial consultation free
FCA verified
Restricted
Pinnacle Wealth Management LLP have been providing financial advice for over 13 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.
Clients
helped
24
Minimum
wealth
£150k+
Meet the team
Gem Ibrahim
Jon Dodson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Hebburn
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
1102
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
RDS Financial Planning

RDS Financial Planning

Doncaster
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
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Aligned Wealth Financial Planning Ltd

Aligned Wealth Financial Planning Ltd

Southwater
Initial consultation free
FCA verified
Restricted
I'm a Chartered Financial Planner with nearly 20 years’ experience. I help clients consolidate pensions, plan effectively for retirement, structure tax-efficient drawdown strategies, grow wealth and ensure they have a robust personalised financial plan.
Clients
helped
21
Minimum
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Lumin Wealth

Lumin Wealth

London
Initial consultation free
FCA verified
Independent
Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped
355
Minimum
wealth
£150k+
Meet the team
Jason Coppard
Harvey Armstrong
Max Dymoke
Alan Pereira
Alex Pegg
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
McKenzie & Co Financial Consultants

McKenzie & Co Financial Consultants

Nailsea
Initial consultation free
FCA verified
Restricted
McKenzie & Co Financial Consultants has been providing financial advice for over 16 years. We provide broad based advice, to individual, families and and retired clients helping them with practical solutions to their most important financial issues.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Jonathan Atkinson
E
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
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