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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
Marc Lezar - PRG Financial Planners Ltd

Marc Lezar - PRG Financial Planners Ltd

Bristol
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
420
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Matt Pike  - Opal Financial Planning (M&G TAP)

Matt Pike - Opal Financial Planning (M&G TAP)

Derby
Initial consultation free
FCA verified
Restricted
We all have things that are important to us. Even if it’s making sure your current standard of living lasts throughout retirement, it’s important to know where to start.
Clients
helped
46
Minimum
wealth
£50k+
Meet the team
Matt Pike
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
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
Recently added
Minimum
wealth
£500k+
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
Saltus Partners LLP

Saltus Partners LLP

London
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
1045
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Invest Retire Protect Limited

Invest Retire Protect Limited

Falkirk
Initial consultation free
FCA verified
Restricted
Clients
helped
140
Minimum
wealth
£50k+
Meet the team
Mark McCafferty
Dani Rose ORyan
Stephen Manson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Becketts FS Ltd

Becketts FS Ltd

Poulton le fylde
Initial consultation free
FCA verified
Independent
🏆 Advice Firm of the Year 2023 (Professional Adviser) 🏆 Advice Firm of the Year 2022 (Money Marketing) 🏆 New Model Adviser Top100 - 2021 | 2022 | 2023 | 2024 Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
Clients
helped
107
Minimum
wealth
£100k+
Meet the team
Dominic McLoughney
James Thompson
Ben Evinson
Mark Brown
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Trinity Lifetime Partners

Trinity Lifetime Partners

London
Initial consultation free
FCA verified
Restricted
Wealth management for today, tomorrow and generations to come. Delivering robust financial solutions to families, corporates and individuals.
Clients
helped
30
Minimum
wealth
£250k+
Meet the team
Bobby Spalding
George Brassett
Samuel Dentu
Walter Dio
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Unique Financial

Unique Financial

Windlesham
Initial consultation free
FCA verified
Independent
Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
Clients
helped
179
Minimum
wealth
£100k+
Meet the team
Josh Webb
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Advance Wealth Ltd

Advance Wealth Ltd

Great dunmow
Initial consultation free
FCA verified
Independent
Providing professional financial planning services for private individuals and businesses.
Clients
helped
1038
Minimum
wealth
£50k+
Meet the team
Christopher Clark
Rongu Miah
Richard Brett
Antony Wright
Stephen May
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Qi Financial Solutions  Ltd

Qi Financial Solutions Ltd

Richmond
Initial consultation free
FCA verified
Independent
We offer high quality independent solutions to meet the needs of modern day life. Investment, Pensions & Wealth Management. We are committed to providing quality intelligent financial advice to support you through the different stages of your life.
Clients
helped
45
Minimum
wealth
£250k+
Meet the team
Paul Annys
Debbie Holloway
Tim Rea
Jackie Bloom
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
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