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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
Lane Financial Management Ltd

Lane Financial Management Ltd

Fareham
Initial consultation free
FCA verified
Independent
Chartered Financial Planners in Fareham - Personal, Professional and Truly Independent Advice.
Clients
helped
81
Minimum
wealth
£50k+
Meet the team
Carl Rivers
James Rivers
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Unity Wealth Management

Unity Wealth Management

Lee on the solent
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
387
Minimum
wealth
£250k+
Meet the team
Greg Simkin
Sarah Simkin
Jackie Matthews
Yvonne Bartlett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Everwealth

Everwealth

Tasburgh
Initial consultation free
FCA verified
Independent
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
175
Minimum
wealth
£150k+
Meet the team
Neil Summers
Jordan Durrant
Can help with
Pensions & retirement
Financial planning
Investments
Tideway Wealth Management

Tideway Wealth Management

Petersfield
Initial consultation free
FCA verified
Independent
Tideway is an independent, privately owned boutique firm offering financial advice and wealth management. We focus on clear strategies and transparent solutions, helping you achieve your financial goals with confidence.
Clients
helped
51
Minimum
wealth
£500k+
Meet the team
Harry Donoghue
Sue Maydwell
Ben Klein
Sam Ratnage
William Bale
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mather and Murray Financial

Mather and Murray Financial

Coventry
Initial consultation free
FCA verified
Independent
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
3084
Minimum
wealth
£50k+
Meet the team
Samuel Mather-holgate
Jacob Leggatt
Steve Murray
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 2 more matches
Quay Life Wealth Management

Quay Life Wealth Management

West bedlington
Initial consultation free
FCA verified
Restricted
Quay Life Wealth Management have been providing financial advice for over Nineteen years. We provide broad based advice, to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
Recently added
Minimum
wealth
£20k+
Meet the team
Scott Hannay
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
The Private Office

The Private Office

South cave
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
39983
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
Douglas Steers & Company

Douglas Steers & Company

Town
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10622
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
The Private Office

The Private Office

Sutton coldfield
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
39983
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Ascot Lloyd

Ascot Lloyd

Chelmsford
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
2036
Minimum
wealth
£150k+
Meet the team
Matt Fryer
Kevin Broome
Raj Chauhan
Craig Couldrick
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
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