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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Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped
helped
574
Minimum
wealth
wealth
£150k+
Meet the team
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

We specialise in serving clients with £150,000+ of investable assets (investment and/or pension funds).
Financial, Adviser, Planning, Pensions, investments,
Clients
helped
helped
82
Minimum
wealth
wealth
£250k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

Protect, grow and nurture your wealth through our expert and bespoke wealth management service. Let’s build your financial future so you can focus on what really matters.
Clients
helped
helped
166
Minimum
wealth
wealth
£500k+
Meet the team
G
J
O
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services

Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped thousands of clients achieve financial clarity and confidence for themselves, their businesses and their family.
Clients
helped
helped
160
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

Nasreen Akhter - Whateley Wealth Management Ltd
Birmingham
Initial consultation free
FCA verified
Independent
We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
Clients
helped
helped
412
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments

Walden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary.
Clients
helped
helped
389
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mortgages

Independent Financial Adviser providing tailored, holistic planning with ongoing support. I help clients grow and protect their wealth through efficient tax planning, retirement strategies, portfolio structuring, and cash flow analysis.
Clients
helped
helped
56
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments

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
helped
43007
Minimum
wealth
wealth
£150k+
Meet the team
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
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