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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
Alan Curtis, Wealth Management Partner at True Potential LLP

Alan Curtis, Wealth Management Partner at True Potential LLP

Woodhall spa
Initial consultation free
FCA verified
Restricted
Trusted, experienced, friendly & jargon-free! Pension Transfer Specialist (including Final Salary schemes). VouchedFor Top Rated Adviser 2023. Enjoy financial clarity, retire with confidence, save time and pay less tax. Face-to-face and online meetings.
Clients
helped
130
Minimum
wealth
£100k+
Meet the team
Alan Curtis
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Three Rivers Wealth Management

Three Rivers Wealth Management

Dereham
Initial consultation free
FCA verified
Independent
Guiding your wealth through changing waters
Clients
helped
Recently added
Minimum
wealth
£150k+
Meet the team
Jake Greenleaf
Calum Dolan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mattioli Woods

Mattioli Woods

Birmingham
Initial consultation free
FCA verified
Independent
With a client first approach, we deliver tailored, tax-efficient financial solutions, from investments and pensions to succession and estate planning. Offering transparent, fee based advice, you can us trust to achieve your financial ambitions.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Yasin Patel
Sam Pollard
Femi Folorunso
Amit Joshi
Zahra Sheikh
+6
Can help with
Pensions & retirement
Financial planning
Investments
Fairstone Group

Fairstone Group

Saffron walden
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
14783
Minimum
wealth
£0+
Meet the team
Charles Blakey
Frank Banks- seeney
Jonny Banks-Seeney
Simon Shepherd
Duncan Sanderson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
TheWealthPoint

TheWealthPoint

Normanton
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
2994
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Blackburn
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
38785
Minimum
wealth
£150k+
Meet the team
George Hicks
Daniel Lea
Robert Morse
Tony Padgett
Daniel Schofield
+20
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Piccadilly Wealth Management

Piccadilly Wealth Management

Linton
Initial consultation free
FCA verified
Independent
Friendly, expert, regulated advice over the telephone, video call or face to face.
Clients
helped
249
Minimum
wealth
£100k+
Meet the team
Paul Bartlett
Martin Spreadbury
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Manchester
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
27
Minimum
wealth
£250k+
Meet the team
R
N
S
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Fairstone Group

Fairstone Group

Stanley
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
14783
Minimum
wealth
£0+
Meet the team
Jonathan Roy
Paul Telford
Rachel Watson
Hannah Ross
Sarah Gargett
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Evelyn Partners

Evelyn Partners

Beaminster
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
837
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
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