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

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.
Clients
helped
helped
98
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
helped
69
Minimum
wealth
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services

Lee Kirven at True Potential Wealth Management
Lichfield
Initial consultation free
FCA verified
Restricted
For the past 18 years, I’ve had the pleasure of helping people plan and achieve their financial goals. During this time, I’ve become a trusted financial planner to a wide range of individuals and families.
Clients
helped
helped
80
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

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
helped
39263
Minimum
wealth
wealth
£150k+
Meet the team
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.
Clients
helped
helped
91
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Stockbroking services

By putting the client at the heart of everything, Mark is committed to providing quality financial advice with the ultimate goal of helping people get more of what they really want out of life.
Clients
helped
helped
42
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

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
20030
Minimum
wealth
wealth
£250k+
Meet the team
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care

We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.
Clients
helped
helped
727
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services

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
helped
27
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Andrew Carley - True Potential Wealth Management LLP
Coalville
Initial consultation free
FCA verified
Independent
True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
Clients
helped
helped
222
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers