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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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Rathbones Investment Management Limited

Rathbones Investment Management Limited

London
Initial consultation free
FCA verified
Restricted
At Rathbones, we combine long-term investment expertise with a personal approach. Our tailored advice, proven investment capability and focus on lasting relationships help clients Invest well and live well.
Clients
helped
49
Minimum
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
True Potential Wealth Management – Northern Ireland

True Potential Wealth Management – Northern Ireland

Belfast
Initial consultation free
FCA verified
Independent
Taking advice could be the soundest financial decision you make. We can explain options you may not have considered, or even know about. It may be pensions, inheritance tax, investing tax-efficiently, retirement, selling a business, or even a lottery win!
Clients
helped
31
Minimum
wealth
£100k+
Meet the team
Andrew Norrby
Darren Magee
Jack Buick
Philip Gray
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Unity Wealth Management

Unity Wealth Management

Olivers Battery
Initial consultation free
FCA verified
Independent
We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
Clients
helped
403
Minimum
wealth
£250k+
Meet the team
Greg Simkin
Sarah Simkin
Jackie Matthews
Yvonne Bartlett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Meta Advisors Limited

Meta Advisors Limited

Hazlemere
Initial consultation free
FCA verified
Restricted
Meta Advisors Limited has been providing financial advice for over 12 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
111
Minimum
wealth
£250k+
Meet the team
Adam Farina
Chloe Dunk
Connor Betteridge
Elliott Simmonds
James McLaren
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
TheWealthPoint

TheWealthPoint

Wolverhampton
Initial consultation free
FCA verified
Independent
Saving up was the easy part. The rules that built your wealth will not protect it when you start living off your savings. The Wealth Point helps clients with £250,000+ navigate the 10-year retirement transition safely. Book a 30-minute Discovery Call.
Clients
helped
3713
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Michael Melluish - True Potential Wealth Management

Michael Melluish - True Potential Wealth Management

Manchester
Initial consultation free
FCA verified
Restricted
I offer advice covering all your options at Retirement, including Flexible Drawdown, and Defined Benefit transfers. I also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice, and Protection advice.
Clients
helped
39
Minimum
wealth
£0+
Meet the team
Michael Melluish
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Rathbones Investment Management Limited

Rathbones Investment Management Limited

Thames Ditton
Initial consultation free
FCA verified
Restricted
At Rathbones, we combine long-term investment expertise with a personal approach. Our tailored advice, proven investment capability and focus on lasting relationships help clients Invest well and live well.
Clients
helped
49
Minimum
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Unity Wealth Management

Unity Wealth Management

Lee On The Solent
Initial consultation free
FCA verified
Independent
We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
Clients
helped
403
Minimum
wealth
£250k+
Meet the team
Greg Simkin
Sarah Simkin
Jackie Matthews
Yvonne Bartlett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Saltus Partners LLP

Saltus Partners LLP

Whitley Bay
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
1192
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
Evelyn Partners

Evelyn Partners

Wootton
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1614
Minimum
wealth
£1m+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
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Frequently Asked Questions about Financial Advisers