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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
Douglas Steers & Company

Douglas Steers & Company

Bristol
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10451
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
David Reilly - AFH Wealth Management

David Reilly - AFH Wealth Management

Hamilton
Initial consultation free
FCA verified
Independent
At AFH Wealth Management, we are worth knowing as we are here to offer you independent, impartial advice and guidance.
Clients
helped
448
Minimum
wealth
£100k+
Meet the team
David Reilly
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Trusted Planning Ltd

Trusted Planning Ltd

Altrincham
Initial consultation free
FCA verified
Independent
Bespoke independent financial planning & investment advice exceeding British Standard BS:8577. Chartered Firm. We'll help you see your life with a much clearer perspective of where you are and what's possible. To CALL US NOW, click "Show number".
Clients
helped
87
Minimum
wealth
£100k+
Meet the team
Dan Brocklehurst
Graham Waterworth
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

London
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
39611
Minimum
wealth
£150k+
Meet the team
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
David Dodgson
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
JM Finn

JM Finn

Pickering
Initial consultation free
FCA verified
Independent
A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.
Clients
helped
65
Minimum
wealth
£500k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Stockbroking services
Warwick Road Financial Services Ltd

Warwick Road Financial Services Ltd

Southbourne
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
Matthew Beard
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Regent Street Advisers

Regent Street Advisers

Sheffield
Initial consultation free
FCA verified
Restricted
Quality advice on Pension and Investment needs, given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 15/02/2024
Clients
helped
117
Minimum
wealth
£50k+
Meet the team
Ryan Musgrave
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
Tetra Financial Planning

Tetra Financial Planning

Bexleyheath
Initial consultation free
FCA verified
Restricted
At Tetra, we follow a four-pillar approach to financial planning designed to help local individuals and businesses build, grow, and protect their wealth.
Clients
helped
435
Minimum
wealth
£0+
Meet the team
Michael O'Connell
David Bagley
David Chambers
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
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
20075
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
Gemini Wealth Management Ltd

Gemini Wealth Management Ltd

Stratford upon avon
Initial consultation free
FCA verified
Independent
Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
Clients
helped
138
Minimum
wealth
£100k+
Meet the team
A
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers