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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
Oakley Independent Limited

Oakley Independent Limited

Liverpool
Initial consultation free
FCA verified
Independent
Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
Clients
helped
721
Minimum
wealth
£50k+
Meet the team
Diane C Hudson
Jessica H R Hudson
Laura L Buoey
Hannah R E Hudson
Paul Hudson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
M&G Advice

M&G Advice

Leicester
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
2234
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Lumin Wealth

Lumin Wealth

St albans
Initial consultation free
FCA verified
Independent
Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped
340
Minimum
wealth
£150k+
Meet the team
James Corcoran
Jack Dudley
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
The Private Office

The Private Office

Myland
Initial consultation free
FCA verified
Independent
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
39605
Minimum
wealth
£150k+
Meet the team
Paul Sanders
Nadia Fewlass-Jones
Abby Ivison
Abigail Banks
Alex Hatfield
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Luis Villar at True Potential Wealth Management

Luis Villar at True Potential Wealth Management

London
Initial consultation free
FCA verified
Restricted
As a Partner at True Potential Wealth Management, I care for each client with the same dedication I would give to my own family. I hold the Chartered Wealth Manager Level 7 qualification—the UK’s gold standard for financial and investment advice
Clients
helped
549
Minimum
wealth
£0+
Meet the team
Luis Villar
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
Evelyn Partners

Evelyn Partners

High wycombe
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
992
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
Saltus Partners LLP

Saltus Partners LLP

Hertford
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
Castlegate Financial Management

Castlegate Financial Management

Derby
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
Hough Financial

Hough Financial

Cound
Initial consultation free
FCA verified
Restricted
Hough Financial 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
101
Minimum
wealth
£250k+
Meet the team
Christopher Hough
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Aegis Financial Planning Ltd.

Aegis Financial Planning Ltd.

Greenford
Initial consultation free
FCA verified
Independent
We offer independent and unrestricted wealth management services on a whole of market basis to tailor financial planning strategies and solutions to individual needs. Personal, ongoing relationships are key to our approach.
Clients
helped
154
Minimum
wealth
£100k+
Meet the team
Jamie Kent
Bobby Bhuiyan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
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