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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

Pontymoile
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10490
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
Imperial Wealth Advisory

Imperial Wealth Advisory

Thurlaston
Initial consultation free
FCA verified
Independent
Creating, managing and protecting your wealth the intelligent way
Clients
helped
368
Minimum
wealth
£150k+
Meet the team
Ajay Badiani
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Evelyn Partners

Evelyn Partners

Tilbury
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
1017
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
The Private Office

The Private Office

Blackburn
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
39669
Minimum
wealth
£150k+
Meet the team
George Hicks
Daniel Lea
Robert Morse
Tony Padgett
Daniel Schofield
+21
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Warwick Road Financial Services Ltd

Warwick Road Financial Services Ltd

Brockenhurst
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
Matthew Beard
Chris Downham
Daniel McAuley
Oliver Schubart-Welch
Joshua Freire-Mckinnell
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Andrew Carley - True Potential Wealth Management LLP

Andrew Carley - True Potential Wealth Management LLP

Meriden
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
Unity Wealth Management

Unity Wealth Management

Portsmouth
Initial consultation free
FCA verified
Independent
We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
Clients
helped
386
Minimum
wealth
£250k+
Meet the team
Greg Simkin
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
The Private Office

The Private Office

Pentwyn
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
39669
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Sarah Nesbitt
Francine Kelly
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Becky Lawrence  - TTRL Financial Planning Ltd (M&G Wealth)

Becky Lawrence - TTRL Financial Planning Ltd (M&G Wealth)

Tuxford
Initial consultation free
FCA verified
Restricted
Becky, puts her client needs at the centre of any advice given and has over 10 years’ experience in advising in Pensions, Protection, Investments and holistic Financial planning. Becky is an appointed representative of M&G Wealth.
Clients
helped
25
Minimum
wealth
£0+
Meet the team
Rebecca (Becky) Lawrence
Can help with
Pensions & retirement
Financial planning
Investments
Clarity Independent Financial Advisers Ltd

Clarity Independent Financial Advisers Ltd

Glenrothes
Initial consultation free
FCA verified
Independent
Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
Clients
helped
233
Minimum
wealth
£0+
Meet the team
K
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
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