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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
M&G Advice

M&G Advice

Llandybie
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
2186
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Advance Wealth Ltd

Advance Wealth Ltd

Clacton on sea
Initial consultation free
FCA verified
Independent
Providing professional financial planning services for private individuals and businesses.
Clients
helped
1031
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
Finsbridge Financial Planning

Finsbridge Financial Planning

Ivybridge
Initial consultation free
FCA verified
Independent
We are a Chartered Financial Planning firm, providing independent financial planning, wills, trusts, mortgage, insurance and tax advice to private clients, trusts and small businesses. We are based in Harold Wood, Romford.
Clients
helped
653
Minimum
wealth
£150k+
Meet the team
Rohit Rohela
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Mortgages
McCarthy Wealth Management

McCarthy Wealth Management

Llansamlet
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
M&G Advice

M&G Advice

Brighton
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
2186
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Douglas Steers & Company

Douglas Steers & Company

Cheddar
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
Advanta Wealth

Advanta Wealth

Aberdeen
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1044
Minimum
wealth
£250k+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Saltburn marske and new marske
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3504
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mosaac (Royston)

Mosaac (Royston)

Barnsley
Initial consultation free
FCA verified
Independent
Building the picture of your financial security, ensuring you can spend time on the things that really matter.
Clients
helped
227
Minimum
wealth
£100k+
Meet the team
Sara Mortimer
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
TheWealthPoint

TheWealthPoint

Leeds
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3088
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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