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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

Oldland
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
40015
Minimum
wealth
£150k+
Meet the team
Julian Frere
David Gruenstein
Paul Sanders
Alex Shields
Abby Ivison
+15
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
The Private Office

The Private Office

Fareham
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
40015
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Virtus Financial Planning Limited

Virtus Financial Planning Limited

London
Initial consultation free
FCA verified
Restricted
Virtus Financial Planning has been providing financial advice for over 4 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 most.
Clients
helped
143
Minimum
wealth
£150k+
Meet the team
Simon Farrar
Charles Chambers
George Shaw
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Flying Colours Advice

Flying Colours Advice

Weston super mare
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20151
Minimum
wealth
£150k+
Meet the team
George Tuck
Liviu Ratoi
David Lemar
Carl Williams
Arthur Childs
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
RockWealth LLP

RockWealth LLP

Prestbury
Initial consultation free
FCA verified
Independent
Financial planning sits at the core of everything we do for our clients.
Clients
helped
30
Minimum
wealth
£250k+
Meet the team
Tim Horrocks
Mark Vail
Matthew Horrocks
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Titan Wealth Planning Ltd

Titan Wealth Planning Ltd

London
Initial consultation free
FCA verified
Independent
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
853
Minimum
wealth
£250k+
Meet the team
L
G
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 3 more matches
The Private Office

The Private Office

Bristol
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
40015
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Sarah Nesbitt
Estella Peto
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
TheWealthPoint

TheWealthPoint

Bilston
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
3241
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Flying Colours Advice

Flying Colours Advice

Southampton
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20151
Minimum
wealth
£150k+
Meet the team
Chris Peters
Billy Ambler
Liviu Ratoi
David Lemar
Carl Williams
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
rs

Regent Street Advisers - David Cole

York
Initial consultation free
FCA verified
Restricted
Quality advice on Pension, Investment, Long Term Care and Protection needs given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. (14/12/2022)
Clients
helped
52
Minimum
wealth
£0+
Meet the team
D
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers