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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
JM Finn

JM Finn

Portsmouth
Initial consultation free
FCA verified
Independent
A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.
Clients
helped
69
Minimum
wealth
£500k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Stockbroking services
Heritage Wealth Solutions Ltd

Heritage Wealth Solutions Ltd

Hathersage
Initial consultation free
FCA verified
Independent
Chartered, independent planners who give precise, actionable answers. With scenario modelling, proactive reviews, and highly competitive, transparent fees, we keep your goals on track. We'll help you live with financial confidence, today and tomorrow.
Clients
helped
22
Minimum
wealth
£100k+
Meet the team
Andrew Dodd
Daniel Coates
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Castlegate Financial Management

Castlegate Financial Management

London
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
13
Minimum
wealth
£250k+
Meet the team
Becky Womble
Adam Thompson
Lauren Hanson
Heather Hodson
Lucy Guinness
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Everwealth

Everwealth

Diss
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
175
Minimum
wealth
£150k+
Meet the team
Neil Summers
Jordan Durrant
Can help with
Pensions & retirement
Financial planning
Investments
Evelyn Partners

Evelyn Partners

Verwood
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
1086
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
Innes Reid Investments Limited

Innes Reid Investments Limited

Chester
Initial consultation free
FCA verified
Independent
Innes Reid, Chester’s leading firm of Chartered Financial Planners offers a personal service, honesty, professionalism and value for money.
Clients
helped
179
Minimum
wealth
£100k+
Meet the team
Daniel Roberts
Lynden Hinks-Edwards
Darren Crane
Craig Kennedy
Mark Reidford
+5
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Lee Jones - ClearPath Financial Advisers

Lee Jones - ClearPath Financial Advisers

Penkridge
Initial consultation free
FCA verified
Independent
Lee is adept in providing completely Independent and Impartial Financial Advice across the whole marketplace to clients on their pensions, investments, and protection requirements.
Clients
helped
63
Minimum
wealth
£100k+
Meet the team
L
Can help with
Pensions & retirement
RBC Brewin Dolphin

RBC Brewin Dolphin

Whitley bay
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
11
Minimum
wealth
£250k+
Meet the team
C
D
O
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Cullen Wealth

Cullen Wealth

Sheffield
Initial consultation free
FCA verified
Independent
We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped
435
Minimum
wealth
£50k+
Meet the team
Harry Lewis
Matthew Testa
Brighda Thomas
James Elliot
Matthew Peoples
+20
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Brentwood
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10639
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers