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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
The Private Office

The Private Office

Charvil
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
38807
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Bath
Initial consultation free
FCA verified
Independent
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
386
Minimum
wealth
£150k+
Meet the team
John White
Joy Wisniewski
Michael Blair
Melanie Dolphin
Gareth Lewis
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Hertford
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
9802
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Jake Greenleaf
+5
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Tewkesbury
Initial consultation free
FCA verified
Independent
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
386
Minimum
wealth
£150k+
Meet the team
John White
Joy Wisniewski
Michael Blair
Melanie Dolphin
Gareth Lewis
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
MPI Financial Advice

MPI Financial Advice

Twickenham
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8310
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Douglas Steers & Company

Douglas Steers & Company

Langley
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
9802
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Jake Greenleaf
+5
Can help with
Pensions & retirement
Financial planning
Investments
Savings
TheWealthPoint

TheWealthPoint

Mansfield
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
2994
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
MPI Financial Advice

MPI Financial Advice

Gillingham
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8310
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Warwick Road Financial Services Ltd

Warwick Road Financial Services Ltd

Southbourne
Initial consultation free
FCA verified
Restricted
We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.
Clients
helped
11
Minimum
wealth
£150k+
Meet the team
Daniel McAuley
Matthew Beard
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Becky Lawrence  - TTRL Financial Planning Ltd (M&G Wealth)

Becky Lawrence - TTRL Financial Planning Ltd (M&G Wealth)

Tuxford
Initial consultation free
FCA verified
Restricted
Becky, puts her client needs at the centre of any advice given and has over 10 years’ experience in advising in Pensions, Protection, Investments and holistic Financial planning. Becky is an appointed representative of M&G Wealth.
Clients
helped
25
Minimum
wealth
£0+
Meet the team
Rebecca (Becky) Lawrence
Can help with
Pensions & retirement
Financial planning
Investments
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