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

As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.
Clients
helped
helped
17
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Stockbroking services

Tailored Independent Financial Advice
At Everwealth, we focus on your unique goals securing retirement, growing investments or navigating pensions. With expert guidance and bespoke strategies, we’re here to help you achieve your financial ambitions.
Clients
helped
helped
168
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments

We provide independent financial advice on Pensions & Retirement Planning, Investment Advice & Management and Tax Planning.
We provide unbiased financial advice to Individuals & their Families, Companies & Business Owners, Trusts and Charities.
Clients
helped
helped
35
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business

Virtus Financial Planning has been providing financial advice for over 4 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 most.
Clients
helped
helped
131
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning

At Jane Newman Financial Planning we have a team ready to assist clients, new and existing with their immediate and future financial needs.
Clients
helped
helped
268
Minimum
wealth
wealth
£0+
Meet the team
E
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

Secure Your Financial Future with Expert Guidance.
Tailored financial planning, investment strategies, and retirement solutions designed to help you achieve your goals.
Clients
helped
helped
86
Minimum
wealth
wealth
£150k+
Meet the team
M
K
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business

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
helped
340
Minimum
wealth
wealth
£150k+
Meet the team
+5
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

For more than 30 years, I’ve been helping individuals, families and businesses achieve their financial goals. I have a wealth of knowledge and experience, and specialise in providing tailored advice on retirement planning and wealth management.
Clients
helped
helped
23
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Leeds, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
We aim to make your retirement as simple as possible!
Clients
helped
helped
5702
Minimum
wealth
wealth
£100k+
Meet the team
+1
Can help with
Pensions & retirement
Business
Frequently Asked Questions about Financial Advisers
