Find an Independent or Restricted Financial Adviser

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

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.

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.

At Futurum, we deliver dynamic, forward-thinking financial planning designed to help you reach your goals with confidence. Through expert, personalised advice, we empower you to take control of your finances and move toward lasting finances.

We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile

Tideway is an independent, privately owned boutique firm offering financial advice and wealth management. We focus on clear strategies and transparent solutions, helping you achieve your financial goals with confidence.

We are a highly approachable team of experienced Independent Financial Advisers who can provide advice on various matters in a friendly, professional and efficient manner.

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.

"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."