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

"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
helped
850
Minimum
wealth
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

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
helped
20004
Minimum
wealth
wealth
£250k+
Meet the team
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care

Sam Hartley - True Potential Wealth Management
St helens
Initial consultation free
FCA verified
Restricted
I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, I project your income, expenses and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
Clients
helped
helped
367
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

We believe in a no pressure environment and therefore offer a no Obligation Promise.
This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.
Clients
helped
helped
405
Minimum
wealth
wealth
£0+
Meet the team
J
T
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Long Term Care
Mortgages

"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
helped
850
Minimum
wealth
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

We specialise in serving clients with £100,000+ of investable assets (investment and/or pension funds).
Financial, Adviser, Planning, Pensions, investments,
Clients
helped
helped
80
Minimum
wealth
wealth
£100k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

"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
helped
850
Minimum
wealth
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

"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
helped
28
Minimum
wealth
wealth
£250k+
Meet the team
S
D
Can help with
Pensions & retirement
Financial planning
Tax & trust planning

Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
helped
368
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers
