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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
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As featured in
The Bridge Financial Planning

The Bridge Financial Planning

Maidenhead
Initial consultation free
FCA verified
Restricted
We 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
54
Minimum
wealth
£0+
Meet the team
Nicholas Cordingley
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
The Private Office

The Private Office

Orpington
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
42982
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
David Dodgson
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Chris Jones - True Potential

Chris Jones - True Potential

Scunthorpe
Initial consultation free
FCA verified
Restricted
My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.
Clients
helped
69
Minimum
wealth
£100k+
Meet the team
Chris Jones
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Advanta Wealth

Advanta Wealth

Haslemere
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
1271
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
The Private Office

The Private Office

Denby Dale
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
42982
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
David Dodgson
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
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
1611
Minimum
wealth
£1m+
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
Montpellier Asset Management

Montpellier Asset Management

West Malvern
Initial consultation free
FCA verified
Independent
A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped
270
Minimum
wealth
£250k+
Meet the team
Simon Whitney
Richard Turnbull
Chris Riddell
William Gregory
Peter Howard
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Stockbroking services
Mortgages
Canterbury Wealth Management

Canterbury Wealth Management

Hythe
Initial consultation free
FCA verified
Restricted
We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped
57
Minimum
wealth
£50k+
Meet the team
Olsi Doko
Can help with
Pensions & retirement
Savings
tp

True Potential LLP at Fetcham Park House

Wonersh
Initial consultation free
FCA verified
Restricted
Chartered Financial Planners with over 34 years’ experience. We offer a local, personalised service with flexible meeting options, whether at our offices in Fetcham Park House, in the comfort of your own home, or remotely by phone or video call.
Clients
helped
108
Minimum
wealth
£0+
Meet the team
Darren Collett
Matthew Goff
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Evelyn Partners

Evelyn Partners

Bradley Stoke
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
1611
Minimum
wealth
£1m+
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
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Frequently Asked Questions about Financial Advisers