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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
2 Plan Wealth Management Ltd

2 Plan Wealth Management Ltd

Tunbridge wells
Initial consultation free
FCA verified
Restricted
Every client is unique, and so the approach is entirely personal; the aim is to get to know each individual and understand what’s important to them.
Clients
helped
106
Minimum
wealth
£250k+
Meet the team
Trevor Mitchell FPFS
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Octopus Money

Octopus Money

Greenford
Initial consultation free
FCA verified
Restricted
We believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
Clients
helped
108
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Evelyn Partners

Evelyn Partners

Sutton coldfield
Initial consultation free
FCA verified
Restricted
"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
1102
Minimum
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
MPI Financial Advice

MPI Financial Advice

Frinton and walton
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8864
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Investments
Business
Polygon Financial Ltd

Polygon Financial Ltd

Clitheroe
Initial consultation free
FCA verified
Independent
We are a team of friendly and trusted financial advisers with many years experience of providing independent advice.
Clients
helped
27
Minimum
wealth
£100k+
Meet the team
Ashley Parry
Paul Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
CMM Wealth Management

CMM Wealth Management

Skelton
Initial consultation free
FCA verified
Independent
Guiding your financial journey with clarity and confidence. CMM Wealth Management offers tailored, independent advice designed to support individuals, families, and business owners through every stage of their financial journey.
Clients
helped
48
Minimum
wealth
£50k+
Meet the team
Catherine Makin
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
sf

Slater Financial Ltd

Nottingham
Initial consultation free
FCA verified
Independent
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
1374
Minimum
wealth
£50k+
Meet the team
Phil Slater
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Leadenhall Wealth Management

Leadenhall Wealth Management

Chepping wycombe
Initial consultation free
FCA verified
Independent
We serve one purpose; to help you make the most of your money.
Clients
helped
607
Minimum
wealth
£250k+
Meet the team
Justin Jordan
Jack Shaw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
McKenzie & Co Financial Consultants

McKenzie & Co Financial Consultants

Swindon
Initial consultation free
FCA verified
Restricted
McKenzie & Co Financial Consultants has been providing financial advice for over 16 years. We provide broad based advice, to individual, families and and retired clients helping them with practical solutions to their most important financial issues.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Jonathan Atkinson
E
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Castlegate Financial Management

Castlegate Financial Management

Holbeach
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
14
Minimum
wealth
£250k+
Meet the team
Becky Womble
Adam Thompson
Lauren Hanson
Heather Hodson
Lucy Guinness
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers