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
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We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
helped
3638
Minimum
wealth
wealth
£50k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

Jamie Sanderson at WealthConnect Financial Planning
Alwoodley
Initial consultation free
FCA verified
Independent
As an independent financial adviser, I provide clear, impartial advice tailored to your goals. From protecting your family and growing your wealth to planning for retirement, I help you make confident decisions for a secure financial future.
Clients
helped
helped
605
Minimum
wealth
wealth
£20k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

Saving up was the easy part. The rules that built your wealth will not protect it when you start living off your savings. The Wealth Point helps clients with £250,000+ navigate the 10-year retirement transition safely. Book a 30-minute Discovery Call.
Clients
helped
helped
3707
Minimum
wealth
wealth
£250k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
helped
551
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

UK’s first fully automated financial adviser.
Get a personalised plan in minutes.
No minimum wealth. No jargon. No pressure.
Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
helped
3967
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

"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
1611
Minimum
wealth
wealth
£1m+
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
41
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
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