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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
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RBC Brewin Dolphin

RBC Brewin Dolphin

Richmond
Initial consultation free
FCA verified
Restricted
Protect, grow and nurture your wealth through our expert and bespoke wealth management service. Let’s build your financial future so you can focus on what really matters.
Clients
helped
105
Minimum
wealth
£500k+
Meet the team
S
M
D
J
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Marc Lezar - PRG Financial Planners Ltd

Marc Lezar - PRG Financial Planners Ltd

Birmingham
Initial consultation free
FCA verified
Restricted
Helping clients plan for their financial future and build long term security for themselves and their families.
Clients
helped
447
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
RBC Brewin Dolphin

RBC Brewin Dolphin

Bristol
Initial consultation free
FCA verified
Restricted
Protect, grow and nurture your wealth through our expert and bespoke wealth management service. Let’s build your financial future so you can focus on what really matters.
Clients
helped
105
Minimum
wealth
£500k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Douglas Steers & Company

Douglas Steers & Company

Romford
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
11931
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
WealthConnect Financial Planning

WealthConnect Financial Planning

Ravenfield
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
563
Minimum
wealth
£100k+
Meet the team
Jamie Sanderson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Flying Colours Advice

Flying Colours Advice

Bootle
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
20505
Minimum
wealth
£150k+
Meet the team
George Agan
Liviu Ratoi
David Lemar
Carl Williams
Arthur Childs
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Arcus Wealth - Mark O'Hara

Arcus Wealth - Mark O'Hara

Wigan
Initial consultation free
FCA verified
Independent
By putting the client at the heart of everything, Mark is committed to providing quality financial advice with the ultimate goal of helping people get more of what they really want out of life.
Clients
helped
48
Minimum
wealth
£100k+
Meet the team
Mark O'Hara
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Melbourne
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
42185
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
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Invictus Wealth Consultants Limited

Invictus Wealth Consultants Limited

Charlwood
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
133
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
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Staines Upon Thames
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
169
Minimum
wealth
£250k+
Meet the team
S
D
T
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
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