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

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
helped
40100
Minimum
wealth
wealth
£150k+
Meet the team
+21
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

As your independent financial adviser, I offer expert, unbiased guidance from helping you protect your family, growing your investments, and planning for a secure future.
Clients
helped
helped
513
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

Professional Adviser Awards - Winners 2023 & 2022
NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland
Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
helped
2724
Minimum
wealth
wealth
£50k+
Meet the team
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages

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
helped
1074
Minimum
wealth
wealth
£250k+
Meet the team
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

John Peacock at True Potential Wealth Management
Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
Free no obligation financial planning meeting to look at your existing contracts or create new financial plans.
Clients
helped
helped
113
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

De Mellow & Co Financial Planning has been providing financial advice for over 35 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.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
sf
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
helped
1374
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers

