Find an Independent or Restricted Financial Adviser

With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.

Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.

We are here to help you achieve your financial goals. We'll work with you to provide clarity, independent expert advice, peace of mind, and a financial plan to help you live today, and secure tomorrow.

We're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.

I offer a local face to face service to help clients with their financial needs and goals. With 10+ years in the industry I use my knowledge, expertise and experience to help achieve a bespoke financial plan for you and your family.

We’re independent, friendly and local, helping people like you, who want to plan for their retirement. So if you live in Chester Le Street, Washington, Durham, Stanley, Consett, Hexham, Wickham, Prudhoe or the surrounding areas, we’re the firm for you.

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.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.

You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.

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