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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
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

East molesey
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
43
Minimum
wealth
£250k+
Meet the team
S
D
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
My Pension Expert

My Pension Expert

Ripley
Initial consultation free
FCA verified
Restricted
We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped
653
Minimum
wealth
£0+
Meet the team
Katie Winks
Thomas Lee
Richard Harrison
James Allott
David Taylor
+4
Can help with
Pensions & retirement
Kevin Robins - True Potential Wealth Management

Kevin Robins - True Potential Wealth Management

North hinksey
Initial consultation free
FCA verified
Restricted
As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.
Clients
helped
403
Minimum
wealth
£100k+
Meet the team
Kevin Robins
Can help with
Pensions & retirement
Investments
Savings
The Private Office

The Private Office

Bideford
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
39263
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+46
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Cullen Wealth

Cullen Wealth

Holmes chapel
Initial consultation free
FCA verified
Independent
We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped
428
Minimum
wealth
£50k+
Meet the team
Harry Lewis
Matthew Testa
Brighda Thomas
James Elliot
Matthew Peoples
+20
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Evelyn Partners

Evelyn Partners

Dorchester
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
922
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
Lumin Wealth

Lumin Wealth

London
Initial consultation free
FCA verified
Independent
Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped
334
Minimum
wealth
£150k+
Meet the team
Jason Coppard
Max Dymoke
Harvey Armstrong
Alan Pereira
Alex Pegg
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Jeanette Mchardy at Tavistock Private Client

Jeanette Mchardy at Tavistock Private Client

Doncaster
Initial consultation free
FCA verified
Independent
Chartered independent financial adviser with a demonstrated history of working in the financial services industry. Skilled in Pensions, Life Insurance, Finance, and Investments advice; providing clients with an ongoing service they can trust.
Clients
helped
64
Minimum
wealth
£100k+
Meet the team
Jeanette McHardy
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
MPI Financial Advice

MPI Financial Advice

Feltham
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8502
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
J Edward Sellars & Partners Ltd

J Edward Sellars & Partners Ltd

Martock
Initial consultation free
FCA verified
Independent
Clients
helped
867
Minimum
wealth
£50k+
Meet the team
T
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Frequently Asked Questions about Financial Advisers