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

Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
helped
193
Minimum
wealth
wealth
£250k+
Meet the team
+7
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings

Welcome to JBM Wealth Management. We offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.
Clients
helped
helped
23
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

True Potential Wealth Management - Colin Burgess & Russell Pearson
Troon
Initial consultation free
FCA verified
Restricted
True Potential Wealth Management as at 30/09/2024 have 553,000 exiting clients with £32.4 billion invested on the True Potential Platform. We offer a free Initial consultation over the phone or zoom to ascertain if moving to the advice stage is required.
Clients
helped
helped
83
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

James Tucker - Blacktower Financial Management
Livesey
Initial consultation free
FCA verified
Independent
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
helped
56
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Expatriate finances

Carlile Alexander Private Wealth is a specialist UK wealth management firm. We are dedicated to helping you achieve your financial goals.
Contact us now to find out how Carlile Alexander Private Wealth can help you.
Clients
helped
helped
287
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances

I'm an Independent Financial Adviser based in Fife, covering Scotland.
I can offer face to face or virtual meetings. I'm here to help clients make the correct financial decisions both now and in the future.
Clients
helped
helped
27
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
Clients
helped
helped
67
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

Pursuit Financial Planning is about being aware of the relationship between what you have and what you want - now and in the future - so you can make the best decisions for peace of mind.
Clients
helped
helped
153
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers

