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
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With over 20 years of experience in financial planning and wealth management, I am dedicated to helping business owners, executives, professionals, and their families protect, grow, and enjoy the wealth they have worked hard to build.
Clients
helped
helped
36
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

James Swann at Continuum (Financial Services) LLP
Plymouth
Initial consultation free
FCA verified
Independent
A dedicated Independent Financial Adviser who places his clients’ interests at the centre of every decision. James believes that truly valuable advice begins with a clear understanding of both your current circumstances and future aspirations.
Clients
helped
helped
59
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Specialist protection and PMI advice for you, your family and your business — Life, Critical Illness, Income Protection, PMI. Whole of market: 18 insurers + 6 healthcare providers. Meetings when it suits you, no obligation, no pressure, no jargon.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Insurance & protection
Tax & trust planning
Business
Mortgages

We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
helped
418
Minimum
wealth
wealth
£150k+
Meet the team
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

UK’s first fully automated financial adviser.
Get a personalised plan in minutes.
No minimum wealth. No jargon. No pressure.
Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
helped
2678
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

UK’s first fully automated financial adviser.
Get a personalised plan in minutes.
No minimum wealth. No jargon. No pressure.
Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
helped
2678
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

Protect, grow and nurture your wealth through our expert and bespoke wealth management service. Let’s build your financial future so you can focus on what really matters.
Clients
helped
helped
100
Minimum
wealth
wealth
£500k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services

I help clients with their investment and pension/retirement planning. Contact me for a 'free' review and I am sure you will benefit.
Clients
helped
helped
160
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
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