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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
Evelyn Partners

Evelyn Partners

Watford
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
996
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
Neil Dawson - True Potential Wealth Management

Neil Dawson - True Potential Wealth Management

Liverpool
Initial consultation free
FCA verified
Restricted
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped
155
Minimum
wealth
£100k+
Meet the team
Neil Dawson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
The Private Office

The Private Office

Folkestone
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
39616
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
RDS Financial Planning

RDS Financial Planning

Wakefield
Initial consultation free
FCA verified
Independent
Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress
Clients
helped
401
Minimum
wealth
£0+
Meet the team
Rob Simpson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
RDS Financial Planning

RDS Financial Planning

Armthorpe
Initial consultation free
FCA verified
Independent
Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress
Clients
helped
401
Minimum
wealth
£0+
Meet the team
Rob Simpson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Alex Hawker at True Potential

Alex Hawker at True Potential

Splott
Initial consultation free
FCA verified
Restricted
I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
51
Minimum
wealth
£100k+
Meet the team
Alex Hawker
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Advice Rooms

Advice Rooms

Hitchin
Initial consultation free
FCA verified
Independent
Advice Rooms is a space for all individuals to receive advice regarding their financial & retirement planning.
Clients
helped
624
Minimum
wealth
£50k+
Meet the team
Adam Neal
Jon Thompson
Tracy Muller
Can help with
Pensions & retirement
Financial planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Brockworth
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10459
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
Off Piste Wealth

Off Piste Wealth

London
Initial consultation free
FCA verified
Independent
We're here is to educate and empower people and business owners, through educational workshops and bespoke, independent financial advice, giving clients access to the whole of the market place.
Clients
helped
245
Minimum
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
MPI Financial Advice

MPI Financial Advice

Great dunmow
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8669
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Frequently Asked Questions about Financial Advisers