Top 10 Independent (IFAs) & Restricted Financial Advisers in Worthing
Find the best FCA regulated financial advisers in Worthing. Get expert help near you with pensions, investments, retirement planning and more
As featured in

"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
helped
1611
Minimum
wealth
wealth
£1m+
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

Chris Philcox - Clearly Independent Financial Planning Ltd
Worthing
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
helped
353
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business

Bespoke, clear, compliant, and inclusive financial advice. Every financial plan is lovingly hand-crafted in-house, from scratch, with passion.
Clients
helped
helped
79
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

Steve Harris at True Potential Wealth Management
Worthing
Initial consultation free
FCA verified
Restricted
Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.
Clients
helped
helped
255
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Savings

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
helped
3638
Minimum
wealth
wealth
£50k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

We’re backed by the strength and credibility of M&G plc, who has been providing financial security for over 170 years.
The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice.
Clients
helped
helped
48
Minimum
wealth
wealth
£50k+
Meet the team
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
helped
2749
Minimum
wealth
wealth
£50k+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business

Pinnacle Wealth Management LLP have been providing financial advice for over 13 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
helped
223
Minimum
wealth
wealth
£150k+
Meet the team
+6
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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Frequently Asked Questions about Financial Advisers in Worthing

