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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
Wren Sterling

Wren Sterling

Nottingham
Initial consultation free
FCA verified
Independent
We're an Independent Financial Adviser, working with private individuals and corporate clients.
Clients
helped
1952
Minimum
wealth
£50k+
Meet the team
Jordan Hagan
Scot Lamont
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Humboldt Financial

Humboldt Financial

Staines upon thames
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2565
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Humboldt Financial

Humboldt Financial

Erith
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2565
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
The Private Office

The Private Office

Neston
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
40100
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Montpellier Asset Management

Montpellier Asset Management

Oddington
Initial consultation free
FCA verified
Independent
A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped
242
Minimum
wealth
£250k+
Meet the team
Richard Turnbull
William Gregory
Chris Riddell
Peter Howard
Simon Whitney
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Stockbroking services
Mortgages
Fairstone Group

Fairstone Group

Hedge end
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
15306
Minimum
wealth
£0+
Meet the team
John McLaren
Paul Lewington
Hannah Lucy
Philip Instone
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Titan Wealth Planning Ltd

Titan Wealth Planning Ltd

Dartmouth
Initial consultation free
FCA verified
Independent
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
862
Minimum
wealth
£150k+
Meet the team
L
G
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Fidelius Ltd

Fidelius Ltd

East molesey
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
38
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
GP Wealth

GP Wealth

Virginia water
Initial consultation free
FCA verified
Independent
Planning for a comfortable financial future takes time and knowledge. Identifying and setting your goals is the first step to success. Having goals gives focus and direction. That's where GP Wealth can help.
Clients
helped
13
Minimum
wealth
£100k+
Meet the team
Euan Buckland
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Business
Long Term Care
Castlegate Financial Management

Castlegate Financial Management

Leicester
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
14
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
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