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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
The Private Office

The Private Office

Derby
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
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Jake Bartlett Clearwater Wealth Management

Jake Bartlett Clearwater Wealth Management

Feltham
Initial consultation free
FCA verified
Restricted
I’m a Chartered Accountant turned Financial Planner, helping individuals and families gain clarity and confidence with retirement, investments, tax, and estate planning through tailored, proactive strategies focused on life goals, not products.
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Charlene Love at Abacus Associates

Charlene Love at Abacus Associates

Westhoughton
Initial consultation free
FCA verified
Independent
I understand how overwhelming financial decisions can feel, and my goal is to simplify the process for you. I’m here to provide clear, practical advice tailored to your unique situation.
Clients
helped
55
Minimum
wealth
£50k+
Meet the team
Charlene Love
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Invictus Wealth Consultants Limited

Invictus Wealth Consultants Limited

New malden
Initial consultation free
FCA verified
Restricted
Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped over a 1000 clients achieve financial clarity and confidence for themselves, their businesses and their family.
Clients
helped
26
Minimum
wealth
£500k+
Meet the team
L
Joshua Silk
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Douglas Steers & Company

Douglas Steers & Company

Stody
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
9802
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Jake Greenleaf
+5
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Matthew Winchester -Pocock Sanders

Matthew Winchester -Pocock Sanders

Wareham town
Initial consultation free
FCA verified
Independent
Hi my name is Matthew , I’m a local financial adviser based in Bournemouth and I have been providing straight forward, easy to understand financial advice for over 25years. My initial consultation is free so please reach out to see if I can help you.
Clients
helped
159
Minimum
wealth
£50k+
Meet the team
Matthew Winchester
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Saltus Partners LLP

Saltus Partners LLP

London
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1014
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Ascot Lloyd

Ascot Lloyd

Edinburgh
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
1848
Minimum
wealth
£150k+
Meet the team
Jordan Cairney
N
Gary Taylor
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Sutton coldfield
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
Wren Sterling

Wren Sterling

Belfast
Initial consultation free
FCA verified
Independent
We're an Independent Financial Adviser, working with private individuals and corporate clients across Northern Ireland from our offices in Holywood and Newtownards.
Clients
helped
1900
Minimum
wealth
£100k+
Meet the team
Jeff Ralston
Stephen Casey
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers