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

Lee Kirven at True Potential Wealth Management
Walsall
Initial consultation free
FCA verified
Restricted
For the past 18 years, I’ve had the pleasure of helping people plan and achieve their financial goals. During this time, I’ve become a trusted financial planner to a wide range of individuals and families.
Clients
helped
helped
78
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

A complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation. All your questions answered; When can I retire? how much income do I really need? will my funds run out? how can i reduce risk?
Clients
helped
helped
547
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Mortgages

With Advanta it’s always personal.
We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
helped
1019
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

Wealth management for today, tomorrow and generations to come. Delivering robust financial solutions to families, corporates and individuals.
Clients
helped
helped
27
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

Our firm was created to give professionals and their families the foundations to invest and have financial peace of mind.
Clients
helped
helped
98
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 1 more matches

"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
helped
842
Minimum
wealth
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

"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
helped
842
Minimum
wealth
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
rw
We care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
Clients
helped
helped
151
Minimum
wealth
wealth
£150k+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
and 1 more matches
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