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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
The Private Office

The Private Office

Sutton courtenay
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
38785
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
Bullivant Wealth Management Ltd

Bullivant Wealth Management Ltd

Westwell
Initial consultation free
FCA verified
Restricted
Bullivant Wealth Management Ltd have been providing financial advice for over 25 years. 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
11
Minimum
wealth
£100k+
Meet the team
Paul Bullivant
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Equillium Wealth Management

Equillium Wealth Management

London
Initial consultation free
FCA verified
Restricted
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
83
Minimum
wealth
£50k+
Meet the team
Gar Lok Lau
Luke Kalsi
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Oculus Wealth Management – Sebastian Culpan-Scott

Oculus Wealth Management – Sebastian Culpan-Scott

London
Initial consultation free
FCA verified
Independent
We set ourselves apart with a client-first ethos, providing you with clear, strategic advice to help you manage, protect and grow your wealth. With a tailored approach that adapts to your evolving circumstances.
Clients
helped
62
Minimum
wealth
£500k+
Meet the team
Sebastian Culpan-Scott
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
MPI Financial Advice

MPI Financial Advice

Nottingham
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8304
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Investments
Business
Mattioli Woods

Mattioli Woods

Birmingham
Initial consultation free
FCA verified
Independent
With a client first approach, we deliver tailored, tax-efficient financial solutions, from investments and pensions to succession and estate planning. Offering transparent, fee based advice, you can us trust to achieve your financial ambitions.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Yasin Patel
Sam Pollard
Femi Folorunso
Amit Joshi
Zahra Sheikh
+6
Can help with
Pensions & retirement
Financial planning
Investments
Evelyn Partners

Evelyn Partners

Weymouth
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
837
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
Kirrage Williams Limited

Kirrage Williams Limited

Cromford
Initial consultation free
FCA verified
Independent
We can help you plan for your financial future. We offer a detailed financial review and will help you determine the most appropriate outcome for the decisions that you face.
Clients
helped
916
Minimum
wealth
£100k+
Meet the team
T
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Business
Evelyn Partners

Evelyn Partners

Frome
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
837
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
Ascot Lloyd

Ascot Lloyd

London
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1848
Minimum
wealth
£150k+
Meet the team
Aaron Banasik
Harry Beddoe
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers