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Top 10 Independent (IFAs) & Restricted Financial Advisers in South West

Find the best FCA regulated financial advisers in South West. Get expert help near you with pensions, investments, retirement planning and more
South West
William Wilson Wealth Management

William Wilson Wealth Management

Inverurie
Initial consultation free
FCA verified
Restricted
William Wilson Wealth have been providing financial advice for over 40 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
Recently added
Minimum
wealth
£50k+
Meet the team
Nadira Campbell
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
MPI Financial Advice

MPI Financial Advice

Woodley
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8644
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Investments
Business
Flying Colours Advice

Flying Colours Advice

Wigan
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20066
Minimum
wealth
£150k+
Meet the team
George Tuck
Frederick Barton
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Central Financial Planning Ltd

Central Financial Planning Ltd

Sheffield
Initial consultation free
FCA verified
Independent
Award winning chartered financial planning firm giving quality independent advice
Clients
helped
22
Minimum
wealth
£100k+
Meet the team
Ian Smith
S
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Andrew Carley - True Potential Wealth Management LLP

Andrew Carley - True Potential Wealth Management LLP

Kegworth
Initial consultation free
FCA verified
Independent
True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
Clients
helped
225
Minimum
wealth
£150k+
Meet the team
Kerry Barnett
Andrew Carley
Charlene Boam
Amy Mo
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Humboldt Financial

Humboldt Financial

Wisbech
Initial consultation free
FCA verified
Independent
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
2545
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
DGS Chartered Financial Planners.

DGS Chartered Financial Planners.

Sutton
Initial consultation free
FCA verified
Independent
Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
Clients
helped
99
Minimum
wealth
£100k+
Meet the team
Sara Titmus
Alex Thomas
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Fairstone Group

Fairstone Group

Bury st edmunds
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15094
Minimum
wealth
£0+
Meet the team
Tony Tuppen
Josh Gupta
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
TheWealthPoint

TheWealthPoint

Barrow in furness
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
3150
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
MPI Financial Advice

MPI Financial Advice

Frome
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8644
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Frequently Asked Questions about Financial Advisers in South West