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

At Tetra, we follow a four-pillar approach to financial planning designed to help local individuals and businesses build, grow, and protect their wealth.
Clients
helped
helped
410
Minimum
wealth
wealth
£0+
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

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
helped
39295
Minimum
wealth
wealth
£150k+
Meet the team
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
bm
Baljinder Mann at True Potential Wealth Management
Kettering
Initial consultation free
FCA verified
Restricted
I am a Chartered Financial Planner and a Fellow of the Personal Finance Society with over 20 year's experience of helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.
Clients
helped
helped
144
Minimum
wealth
wealth
£50k+
Meet the team
B
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

Our independent financial planners combine personal attention with a straight-talking, down-to-earth approach, whether looking after your personal finances or your business needs.
Clients
helped
helped
31
Minimum
wealth
wealth
£150k+
Meet the team
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings

Thursfield & Co Personal Financial Planning
Burntwood
Initial consultation free
FCA verified
Independent
Hello, I am the Principal of Thursfield & Co Personal Financial Planning.
We are a small, friendly financial advisory firm offering advice to ordinary everyday people in most areas with a bias towards pensions - in plain English.
Clients
helped
helped
165
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
sf
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
Clients
helped
helped
1367
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

Acumen Financial Planning Limited (Scotland)
Edinburgh
Initial consultation free
FCA verified
Independent
We provide clients with a clear vision of their financial future.
Clients
helped
helped
208
Minimum
wealth
wealth
£250k+
Meet the team
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business

We are happy to cover the cost of an intial meeting to establish how we can help. This can be in person at a place of your choosing, in our office in Westerham, Kent, virtually (Zoom / Teams) or simply over the phone.
Clients
helped
helped
170
Minimum
wealth
wealth
£50k+
Meet the team
D
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Toro Wealth Planning offers boutique, client-focused financial advice. We combine big-firm expertise with personal service, cutting through complexity to deliver clear, steadfast financial plans—all at below-industry-average cost.
Clients
helped
helped
18
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers
