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

Andrew Carley - True Potential Wealth Management LLP
Ashbourne
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
helped
217
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

I have been working in the wealth management industry since 2009, specialising in pension transfers/consolidations and can assist with all types of pension.
The advice I give is truly independent with no bias towards any particular investment manager.
Clients
helped
helped
156
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Expatriate finances

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
helped
38807
Minimum
wealth
wealth
£150k+
Meet the team
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

Glenda Hall at True Potential Wealth Management
Durham
Initial consultation free
FCA verified
Restricted
Looking to take control of your personal finances? I will provide expert advice and guidance along with customised solutions to enable you to maximise your investments, minimise risk, and achieve your financial goals. Schedule a consultation today!
Clients
helped
helped
23
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
helped
1014
Minimum
wealth
wealth
£250k+
Meet the team
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

I am an experienced Financial Planner with 20+ years in the financial services industry. I specialise in pensions, investments and protection and will aim to develop a tailored financial plan for you based on your individual circumstances and objectives.
Clients
helped
helped
33
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

For friendly, local advice on lump sum investments, life assurance, pensions, Etc
Absolutely independent financial advice
Clients
helped
helped
70
Minimum
wealth
wealth
£50k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Long Term Care
and 1 more matches
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