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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
James Gregory at True Potential Wealth Management

James Gregory at True Potential Wealth Management

Chalfont st giles
Initial consultation free
FCA verified
Restricted
As a Charted Financial Planner, I specialise in pre- and post-retirement planning, including pension consolidation, savings and investments, and estate planning.
Clients
helped
58
Minimum
wealth
£0+
Meet the team
James Gregory FPFS
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Fidelius Ltd

Fidelius Ltd

Oxford
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
38
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Consequential Planning Ltd

Consequential Planning Ltd

Ledbury
Initial consultation free
FCA verified
Independent
We are an independent, directly authorised company based in Bewdley run by the director and Chartered Financial Planner with the support of an admin team that has a wealth of experience in financial services.
Clients
helped
480
Minimum
wealth
£50k+
Meet the team
David Farrance
Michael Farrance
J
Caroline Laudren
Adam Rendall
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
Fairstone Group

Fairstone Group

Greenock
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15306
Minimum
wealth
£0+
Meet the team
Stuart White
Ally Ross
Gordon Keane
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Ray Tammam - Fairstone Wealth Management Ltd

Ray Tammam - Fairstone Wealth Management Ltd

Ashton under lyne
Initial consultation free
FCA verified
Independent
Fairstone is the number-1 rated Wealth Management and financial advice firm in the country on Trustpilot. We build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
Clients
helped
349
Minimum
wealth
£250k+
Meet the team
Ray Tammam
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Stockbroking services
Three Rivers Wealth Management

Three Rivers Wealth Management

Impington
Initial consultation free
FCA verified
Independent
Guiding your wealth through changing waters
Clients
helped
33
Minimum
wealth
£150k+
Meet the team
Jake Greenleaf
Calum Dolan
Can help with
Pensions & retirement
Financial planning
Investments
Generational Wealth Management

Generational Wealth Management

Sevenoaks
Initial consultation free
FCA verified
Independent
Working with individuals, families & business owners to help them understand and achieve their financial goals.
Clients
helped
33
Minimum
wealth
£100k+
Meet the team
Matthew Tonkin
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
RBC Brewin Dolphin

RBC Brewin Dolphin

Chapel en le frith
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
22
Minimum
wealth
£250k+
Meet the team
C
D
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Clarity Wealth Limited

Clarity Wealth Limited

London
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1512
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Darren Wheatcroft of Derwent Financial Planning Ltd

Darren Wheatcroft of Derwent Financial Planning Ltd

Derby
Initial consultation free
FCA verified
Restricted
We specialise in retirement and pension advice as well as all other aspects of personal financial planning
Clients
helped
160
Minimum
wealth
£50k+
Meet the team
Darren Wheatcroft
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
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