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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
Evelyn Partners

Evelyn Partners

Winfrith newburgh
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1090
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
ML Financial Associates Limited

ML Financial Associates Limited

Thorpe st andrew
Initial consultation free
FCA verified
Independent
Innovative solutions from experienced professionals and a brand you can trust
Clients
helped
86
Minimum
wealth
£50k+
Meet the team
Craig McClurg
Simon Lister
Hayley Sutton
Dean Hobbs
Paul Cannell
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Business
Wealth Guide

Wealth Guide

Northwood
Initial consultation free
FCA verified
Independent
Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
Clients
helped
64
Minimum
wealth
£250k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
The Private Office

The Private Office

Romsey
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
40031
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
RBC Brewin Dolphin

RBC Brewin Dolphin

Stoke gifford
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
11
Minimum
wealth
£250k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Chris Philcox - Clearly Independent Financial Planning Ltd

Chris Philcox - Clearly Independent Financial Planning Ltd

Edinburgh
Initial consultation free
FCA verified
Independent
Independent, FCA-regulated financial planning specialising in pre and post-retirement advice, investment growth, protection and estate planning. We deliver financial planning that is clear to understand, clear in cost and clearly independent.
Clients
helped
336
Minimum
wealth
£250k+
Meet the team
Chris Philcox DipFA
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Heritage Wealth Solutions Ltd

Heritage Wealth Solutions Ltd

Holme valley
Initial consultation free
FCA verified
Independent
Chartered, independent planners who give precise, actionable answers. With scenario modelling, proactive reviews, and highly competitive, transparent fees, we keep your goals on track. We'll help you live with financial confidence, today and tomorrow.
Clients
helped
22
Minimum
wealth
£100k+
Meet the team
Andrew Dodd
Daniel Coates
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)

Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)

Liverpool
Initial consultation free
FCA verified
Restricted
We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped
391
Minimum
wealth
£250k+
Meet the team
Patrick Donnini
Richard Collins
Richard Tate
James Jackson
Robin Howcroft
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Crosby Financial Planning Ltd (M&G Advice)

Crosby Financial Planning Ltd (M&G Advice)

Little cawthorpe
Initial consultation free
FCA verified
Restricted
Crosby Financial Planning offers restricted financial advice tailored specifically around you.
Clients
helped
120
Minimum
wealth
£50k+
Meet the team
Jordan Darwin
Emma Scrivens
Liam Crosby
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
North Yorkshire Financial Planning Limited

North Yorkshire Financial Planning Limited

Scunthorpe
Initial consultation free
FCA verified
Restricted
We are proud to be a partner of M&G Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers. We’re backed by the strength and credibility of M&G.
Clients
helped
Recently added
Minimum
wealth
£20k+
Meet the team
Finley Leonard
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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