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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
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Solihull
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
86
Minimum
wealth
£250k+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Advice Rooms

Advice Rooms

Barnstaple
Initial consultation free
FCA verified
Independent
Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
Clients
helped
631
Minimum
wealth
£0+
Meet the team
Adam Neal
Jon Thompson
Tracy Muller
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Saltus Partners LLP

Saltus Partners LLP

Eynsham
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1074
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
M&G Advice

M&G Advice

Birmingham
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2292
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Tideway Wealth Management

Tideway Wealth Management

Shorne
Initial consultation free
FCA verified
Independent
Tideway is an independent, privately owned boutique firm offering financial advice and wealth management. We focus on clear strategies and transparent solutions, helping you achieve your financial goals with confidence.
Clients
helped
52
Minimum
wealth
£500k+
Meet the team
Harry Donoghue
Sue Maydwell
Ben Klein
Sam Ratnage
William Bale
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fingerprint Financial Planning

Fingerprint Financial Planning

Tunbridge wells
Initial consultation free
FCA verified
Independent
Award winning Independent Financial Planners & Mortgage Advisers helping families, individuals and business owners with all your financial advice needs. Our service is as unique as you are. We offer face to face meetings, video calls or by telephone.
Clients
helped
1167
Minimum
wealth
£50k+
Meet the team
Paul Spencer-Nixon
Ben Beslic
Vicki Upton
Mark Hidson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
and 1 more matches
Arcus Wealth - Mark O'Hara

Arcus Wealth - Mark O'Hara

Sefton
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
47
Minimum
wealth
£100k+
Meet the team
Mark O'Hara
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
ce

Chartered Edge Financial Planning

Saltash
Initial consultation free
FCA verified
Restricted
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
98
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Castlegate Financial Management

Castlegate Financial Management

London
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
14
Minimum
wealth
£250k+
Meet the team
Becky Womble
Adam Thompson
Lauren Hanson
Heather Hodson
Lucy Guinness
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Andrew Carley - True Potential Wealth Management LLP

Andrew Carley - True Potential Wealth Management LLP

Melbourne
Initial consultation free
FCA verified
Independent
True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
Clients
helped
230
Minimum
wealth
£150k+
Meet the team
Kerry Barnett
Andrew Carley
Charlene Boam
Amy Mo
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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