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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
Blue Heron Financial Services Ltd

Blue Heron Financial Services Ltd

London
Initial consultation free
FCA verified
Restricted
At Blue Heron, your are at the heart of what we do. Ensuring your financial wellbeing through service excellence. You can access a wide range of quality services and insights that help you to make sound financial decisions.
Clients
helped
670
Minimum
wealth
£100k+
Meet the team
Rebecca Harbrow
Lauren Walsh
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Character Financial Services

Character Financial Services

Caterham on the hill
Initial consultation free
FCA verified
Independent
We are happy to cover the cost of an intial meeting to establish how we can help. This can be in person at a place of your choosing, in our office in Westerham, Kent, virtually (Zoom / Teams) or simply over the phone.
Clients
helped
172
Minimum
wealth
£100k+
Meet the team
Paul Blakeney
D
Can help with
Pensions & retirement
Financial planning
Investments
Richard Ward - Quilter Financial Advisers

Richard Ward - Quilter Financial Advisers

Grimsby
Initial consultation free
FCA verified
Restricted
Helping you plan for a secure future while enjoying life today. Professional advice on pensions, investments, protection and legacy planning, focused on clarity, confidence and financial wellbeing.
Clients
helped
44
Minimum
wealth
£50k+
Meet the team
Richard Ward
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
RBC Brewin Dolphin

RBC Brewin Dolphin

Gateshead
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
26
Minimum
wealth
£250k+
Meet the team
C
D
O
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
The Private Office

The Private Office

High wycombe
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
40126
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Invest Retire Protect Limited

Invest Retire Protect Limited

Haddington
Initial consultation free
FCA verified
Restricted
Clients
helped
146
Minimum
wealth
£50k+
Meet the team
Mark McCafferty
Dani Rose ORyan
Stephen Manson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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Freedom Wealth Management

Hayes
Initial consultation free
FCA verified
Restricted
From our central London offices, we support a range of clients – individuals, families, and businesses – in every aspect of financial planning.
Clients
helped
70
Minimum
wealth
£100k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Savings
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Wetherby
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
700
Minimum
wealth
£250k+
Meet the team
Tom La Dell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

London
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15310
Minimum
wealth
£0+
Meet the team
Jack Nolan
James Wilson
Jordan Grey
Mervyn Casserly
Ameeta Panessar
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
The Private Office

The Private Office

Enfield
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
40126
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
Frequently Asked Questions about Financial Advisers