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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
TheWealthPoint

TheWealthPoint

Bolton
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
3006
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Carlile Alexander Private Wealth

Carlile Alexander Private Wealth

Hitchin
Initial consultation free
FCA verified
Independent
Carlile Alexander Private Wealth is a specialist UK wealth management firm. We are dedicated to helping you achieve your financial goals. Contact us now to find out how Carlile Alexander Private Wealth can help you.
Clients
helped
285
Minimum
wealth
£100k+
Meet the team
Thomas Evans
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Everwealth

Everwealth

Southend on sea
Initial consultation free
FCA verified
Independent
Tailored Independent Financial Advice At Everwealth, we focus on your unique goals securing retirement, growing investments or navigating pensions. With expert guidance and bespoke strategies, we’re here to help you achieve your financial ambitions.
Clients
helped
148
Minimum
wealth
£150k+
Meet the team
Neil Summers
Jordan Durrant
Can help with
Pensions & retirement
Financial planning
Investments
First Sentinel Wealth

First Sentinel Wealth

London
Initial consultation free
FCA verified
Independent
Clients
helped
482
Minimum
wealth
£100k+
Meet the team
Jonathan Hives
Toby Band
J
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Business
Advanced Asset Consultants Ltd

Advanced Asset Consultants Ltd

Kilmarnock
Initial consultation free
FCA verified
Independent
Chartered Financial Planning practice providing Solutions throughout the UK for every stage of your financial life, delivering a first class service from a firm that truly puts clients at the centre of everything we do.
Clients
helped
345
Minimum
wealth
£100k+
Meet the team
Kevin Lynch BEng FPFS EFP
Scott Keachie  BA (Hons) DipFA AwPTER EFA
Dave McConnell MSc FPFS EFP
Pauline Doherty FPFS EFP
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Long Term Care
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Motherwell
Initial consultation free
FCA verified
Independent
As a father & son team, we have over 40 years of experience. Retirement advice, drawdown, annuities, pension consolidation & pension transfers. FREE INITIAL CONSULTATION. We are a local family firm providing home visits throughout Lanarkshire & Glasgow.
Clients
helped
232
Minimum
wealth
£50k+
Meet the team
David Mulholland
Matthew Mulholland
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Clarity Wealth Limited

Clarity Wealth Limited

London
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1388
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Evelyn Partners

Evelyn Partners

Edinburgh
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
850
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
Ascot Lloyd

Ascot Lloyd

Stockport
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
1859
Minimum
wealth
£150k+
Meet the team
Lindsay Carter
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
The Private Office

The Private Office

Totnes
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
38838
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Estella Peto
Francine Kelly
+9
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
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