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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
Balance Financial Planning

Balance Financial Planning

Walton on thames
Initial consultation free
FCA verified
Independent
We are here to help you achieve your financial goals. We'll work with you to provide clarity, independent expert advice, peace of mind, and a financial plan to help you live today, and secure tomorrow.
Clients
helped
114
Minimum
wealth
£250k+
Meet the team
Gerry Davies
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Woolston
Initial consultation free
FCA verified
Independent
Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
2724
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Evelyn Partners

Evelyn Partners

Liverpool
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
1102
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
Advanta Wealth

Advanta Wealth

London
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1073
Minimum
wealth
£250k+
Meet the team
Duncan Carter
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Advanta Wealth

Advanta Wealth

Aberdeen
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1073
Minimum
wealth
£250k+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Neil Dawson - True Potential Wealth Management

Neil Dawson - True Potential Wealth Management

Kingswinford
Initial consultation free
FCA verified
Restricted
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped
161
Minimum
wealth
£100k+
Meet the team
Neil Dawson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Montpellier Asset Management

Montpellier Asset Management

South cerney
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
Titan Wealth Planning Ltd

Titan Wealth Planning Ltd

Headcorn
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
Titan Wealth Planning Ltd

Titan Wealth Planning Ltd

Dunfermline
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
Advanta Wealth

Advanta Wealth

Glasgow
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1073
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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