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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
The Private Office

The Private Office

Hook
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
40126
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Beaumont Wealth

Beaumont Wealth

Shrewsbury
Initial consultation free
FCA verified
Independent
With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.
Clients
helped
1045
Minimum
wealth
£50k+
Meet the team
Matthew Hignett
Mark Evans
Ross Willan
Mark Evans
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Tetra Financial Planning

Tetra Financial Planning

Basildon
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
477
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
Invictus Wealth Consultants Limited

Invictus Wealth Consultants Limited

Hurstpierpoint and sayers common
Initial consultation free
FCA verified
Restricted
Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped thousands of clients achieve financial clarity and confidence for themselves, their businesses and their family.
Clients
helped
68
Minimum
wealth
£150k+
Meet the team
Lloyd Magee
Joshua Silk
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Richard Girvan - Ardent Wealth Limited

Richard Girvan - Ardent Wealth Limited

Belfast
Initial consultation free
FCA verified
Restricted
I strongly believe that financial planning shouldn’t be complicated. I will work alongside you to build an individual financial plan and together we can work to meet your lifestyle goals and objectives whatever they may be.
Clients
helped
28
Minimum
wealth
£0+
Meet the team
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Solosy Wealth Management

Solosy Wealth Management

Riverside
Initial consultation free
FCA verified
Restricted
Solosy Wealth Management have been providing financial advice for over 10 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
26
Minimum
wealth
£100k+
Meet the team
Peter Clarke
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Vero Wealth Advisors Limited

Vero Wealth Advisors Limited

Richmond
Initial consultation free
FCA verified
Independent
London-based, independent financial planning for high net worth individuals, families and business owners. Expertise in investments, retirement and intergenerational wealth planning helping you protect, grow and pass on wealth Tax-efficiently.
Clients
helped
Recently added
Minimum
wealth
£150k+
Meet the team
Gaurav Proothi
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
J Edward Sellars & Partners Ltd

J Edward Sellars & Partners Ltd

Shepton mallet
Initial consultation free
FCA verified
Independent
Clients
helped
906
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
Cooper's Financial Planning

Cooper's Financial Planning

Newquay
Initial consultation free
FCA verified
Restricted
We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
Leigh Cooper
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Truly Independent  Ltd

Truly Independent Ltd

Keston
Initial consultation free
FCA verified
Independent
We are a UK-wide financial advice firm, listed as one of the top 100 by FT Advisers 2025. Our network of independent financial advisers cover the whole financial services market.
Clients
helped
129
Minimum
wealth
£250k+
Meet the team
Jadon Parke
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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