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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
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Richmond
Initial consultation free
FCA verified
Restricted
Virtus Financial Planning has been providing financial advice for over 4 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
131
Minimum
wealth
£150k+
Meet the team
Simon Farrar
Charles Chambers
George Shaw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Saltus Partners LLP

Saltus Partners LLP

Slough
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1045
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
The Private Office

The Private Office

Rushden
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
39616
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Sam Hartley - True Potential Wealth Management

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
379
Minimum
wealth
£250k+
Meet the team
Sam Hartley BSc (Hons) DipPFS
Nick Cassidy
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Ed at V-Financial

Ed at V-Financial

Wakefield
Initial consultation free
FCA verified
Restricted
I pride myself in providing my clients with a professional and bespoke financial advice service. My clients include medical professionals, employed and self employed individuals, families & businesses.
Clients
helped
92
Minimum
wealth
£50k+
Meet the team
Edward Michielson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Stanley
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Jonathan Roy
Rachel Watson
Hannah Ross
Sarah Gargett
Matthew Richardson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

Fairwater
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
39616
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Sarah Nesbitt
Francine Kelly
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
CPN Financial Services Limited

CPN Financial Services Limited

Hove
Initial consultation free
FCA verified
Independent
Professional and independent investment and pension management services.
Clients
helped
135
Minimum
wealth
£100k+
Meet the team
Sam Nicholls
Patrick Long
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
TheWealthPoint

TheWealthPoint

Birmingham
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
3159
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Wigan
Initial consultation free
FCA verified
Independent
Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.
Clients
helped
475
Minimum
wealth
£100k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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