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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

Bingham
Initial consultation free
FCA verified
Independent
Wren Sterling is a national financial advice business with office serving clients across the Midlands. We specialist in helping clients make sense of their finances, plotting a path forward that leaves clients feeling confident and in control.
Clients
helped
1955
Minimum
wealth
£50k+
Meet the team
Tim Dendy
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
TheWealthPoint

TheWealthPoint

Birmingham
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3261
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
TheWealthPoint

TheWealthPoint

Alfreton
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3261
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Advanta Wealth

Advanta Wealth

St andrews
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
1074
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
TheWealthPoint

TheWealthPoint

Blackpool
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3261
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Corporate Solutions (Poole) Ltd

Corporate Solutions (Poole) Ltd

Blandford forum
Initial consultation free
FCA verified
Independent
Straightforward, personalised financial advice to help you make confident decisions about pensions, investments and retirement. Clear guidance, transparent fees and a focus on long -term financial wellbeing.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
James Pritchett
Can help with
Pensions & retirement
Financial planning
Savings
Business
Evelyn Partners

Evelyn Partners

London
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
1104
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
Warwick Road Financial Services Ltd

Warwick Road Financial Services Ltd

Salisbury
Initial consultation free
FCA verified
Restricted
We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.
Clients
helped
14
Minimum
wealth
£150k+
Meet the team
Daniel McAuley
Chris Downham
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Tideway  Wealth  Management Ltd

Tideway Wealth Management Ltd

Snodland
Initial consultation free
FCA verified
Independent
Tideway is an independent, privately owned boutique firm offering financial advice and wealth management. We focus on clear strategies and transparent solutions, helping you achieve your financial goals with confidence.
Clients
helped
Recently added
Minimum
wealth
£500k+
Meet the team
Harry Donoghue
Mihir Choughule
William Bale
Ben Klein
Sam Ratnage
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Fleckney
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
40126
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
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Frequently Asked Questions about Financial Advisers