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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
RBC Brewin Dolphin

RBC Brewin Dolphin

Caerphilly
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
22
Minimum
wealth
£250k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Empower Partners LLP

Empower Partners LLP

Copdock and washbrook
Initial consultation free
FCA verified
Independent
Local adviser based in Suffolk with over 30 years' experience helping people maximise the financial opportunities available to them. Common sense advice, focussing on reducing your investing costs and giving you peace of mind that you're on track.
Clients
helped
176
Minimum
wealth
£500k+
Meet the team
Antony Williams
Jason Witcombe
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Octopus Money

Octopus Money

London
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
108
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
TheWealthPoint

TheWealthPoint

Clowne
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
3257
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Hassam Shaukat - Shaukat Wealth Limited

Hassam Shaukat - Shaukat Wealth Limited

London
Initial consultation free
FCA verified
Restricted
We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped
46
Minimum
wealth
£50k+
Meet the team
H
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Savings
Ascot Lloyd

Ascot Lloyd

London
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
Craig Couldrick
Kevin Broome
Raj Chauhan
Harry Beddoe
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Advanced Asset Consultants Ltd

Advanced Asset Consultants Ltd

Troon
Initial consultation free
FCA verified
Independent
Chartered Financial Planning practice providing Solutions throughout the UK for every stage of your financial life, delivering a first class service from a firm that truly puts clients at the centre of everything we do.
Clients
helped
354
Minimum
wealth
£100k+
Meet the team
Kevin Lynch BEng FPFS EFP
Scott Keachie  BA (Hons) DipFA AwPTER EFA
Dave McConnell MSc FPFS EFP
Pauline Doherty FPFS EFP
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services
Invictus Wealth Consultants Limited

Invictus Wealth Consultants Limited

Caterham valley
Initial consultation free
FCA verified
Restricted
Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped thousands of clients achieve financial clarity and confidence for themselves, their businesses and their family.
Clients
helped
68
Minimum
wealth
£150k+
Meet the team
Lloyd Magee
Joshua Silk
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
The Private Office

The Private Office

Sutton valence
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
40100
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
Long Term Care
Mortgages
Welby Associates Wealth Management Ltd

Welby Associates Wealth Management Ltd

Lisburn
Initial consultation free
FCA verified
Independent
Chartered Financial Planners based in the House Of Vic Ryn Lisburn. Pension & Investments specialists with coverage throughout Northern Ireland.
Clients
helped
464
Minimum
wealth
£50k+
Meet the team
Glenn Welby
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
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