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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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Umar at Money Advice & Planning

Umar at Money Advice & Planning

Stirling
Initial consultation free
FCA verified
Independent
We invest your money as if it were our own. Friendly, professional financial advice you can trust. Keeping it simple and clear. Helping with pensions, investments, inheritance tax planning, mortgages and protection. Get in touch for a friendly chat.
Clients
helped
199
Minimum
wealth
£50k+
Meet the team
Umar Mahmood
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Sharia finance
and 2 more matches
Ascot Lloyd

Ascot Lloyd

Falkirk
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
2320
Minimum
wealth
£150k+
Meet the team
Jordan Cairney
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Danielle Woodhouse - Arcus Wealth

Danielle Woodhouse - Arcus Wealth

Wolverhampton
Initial consultation free
FCA verified
Independent
Please feel free to get in touch. We will discuss your current Pensions and/or investments and see what your priorities are and how I can help. You will not pay for an initial meeting and payments will only be taken from your plans if you agree to proceed
Clients
helped
46
Minimum
wealth
£100k+
Meet the team
Danielle Woodhouse
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Count Finance

Count Finance

Newport
Initial consultation free
FCA verified
Restricted
UK’s first fully automated financial adviser. Get a personalised plan in minutes. No minimum wealth. No jargon. No pressure. Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
2942
Minimum
wealth
£0+
Meet the team
Laura Cornely
Karl Townsend
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Advanta Wealth

Advanta Wealth

Southend On Sea
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
1209
Minimum
wealth
£250k+
Meet the team
George Bray
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Ellenhall
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
1556
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
Fidelius Ltd

Fidelius Ltd

Pevensey
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
176
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Pinnacle Wealth Management LLP

Pinnacle Wealth Management LLP

London
Initial consultation free
FCA verified
Restricted
Pinnacle Wealth Management LLP have been providing financial advice for over 13 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
161
Minimum
wealth
£150k+
Meet the team
Jon Dodson
Gem Ibrahim
Joe Holmes
Adam Cooper
Joseph Demetris
+5
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Severn Stoke
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
11931
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Humboldt Financial

Humboldt Financial

Carshalton
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2692
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
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