Find an Independent or Restricted Financial Adviser

Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.

We work hard for those who care about outcomes with a focus on reassurance

I thoroughly enjoy working with my clients to help them achieve their retirement and investment goals and believe that my life experience, extensive financial knowledge, and an ability to truly their needs, makes for a winning combination.

Chartered financial planning, with no initial fee and family at its heart. Highly rated, decades of experience, and no upfront costs to work with us.

At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.

Making dreams a reality since 1979

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.

Making dreams a reality since 1979

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.

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.