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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
McCarthy Wealth Management

McCarthy Wealth Management

Sandfields west
Initial consultation free
FCA verified
Independent
I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
455
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Cambridge
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10301
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+6
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Evelyn Partners

Evelyn Partners

London
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
931
Minimum
wealth
£500k+
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
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Wigan
Initial consultation free
FCA verified
Independent
Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.
Clients
helped
470
Minimum
wealth
£100k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Crowood Financial Solutions

Crowood Financial Solutions

Swindon
Initial consultation free
FCA verified
Independent
Crowood Financial Solutions is an independent full service advice firm, specialising in providing high quality pension advice and investment management with a personal service.
Clients
helped
40
Minimum
wealth
£0+
Meet the team
Richard Hall
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Marc Harris - Harris Financial Planning

Marc Harris - Harris Financial Planning

Watford
Initial consultation free
FCA verified
Restricted
With over 12 years of industry experience, I specialise in providing personalised financial advice and planning services. My areas of expertise include investments, pensions, estate planning, and protection strategies.
Clients
helped
56
Minimum
wealth
£0+
Meet the team
Marc Harris
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
Unity Wealth Management

Unity Wealth Management

Portsmouth
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
383
Minimum
wealth
£250k+
Meet the team
Greg Simkin
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
HCI Chartered Financial Planners

HCI Chartered Financial Planners

Gwersyllt
Initial consultation free
FCA verified
Independent
Building lifelong relationships and helping people achieve their financial ambitions. We are a local, independent financial advice business who can help guide you from where you are to where you want to be.
Clients
helped
375
Minimum
wealth
£100k+
Meet the team
Jack Taylor
John Brown
Oliver Nichols
Matt Wood
Jason Lloyd-Jones
+6
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Humboldt Financial

Humboldt Financial

Staines upon thames
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2525
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Thursfield & Co Personal Financial Planning

Thursfield & Co Personal Financial Planning

Shifnal
Initial consultation free
FCA verified
Independent
Hello, I am the Principal of Thursfield & Co Personal Financial Planning. We are a small, friendly financial advisory firm offering advice to ordinary everyday people in most areas with a bias towards pensions - in plain English.
Clients
helped
165
Minimum
wealth
£50k+
Meet the team
Tony Thursfield
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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