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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
Beaumont Wealth

Beaumont Wealth

Pontesbury
Initial consultation free
FCA verified
Independent
With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.
Clients
helped
1045
Minimum
wealth
£50k+
Meet the team
Mark Evans
Paul Carpenter
Ross Willan
Mark Evans
Paul Carpenter
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Epsom
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
86
Minimum
wealth
£250k+
Meet the team
S
D
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Fidelius Ltd

Fidelius Ltd

Reading
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
Advanta Wealth

Advanta Wealth

Fareham
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1073
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Thompson Riddle Associates Ltd

Thompson Riddle Associates Ltd

Ware
Initial consultation free
FCA verified
Independent
We are 'The Modern IFA' and aim to treat all of our clients fairly. Our first contact is free of charge, that includes a phone call and a first meeting.
Clients
helped
527
Minimum
wealth
£0+
Meet the team
I
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
The Private Office

The Private Office

Barkham
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
40100
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Estella Peto
Francine Kelly
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Alex Newell at Sandringham Financial Partners

Alex Newell at Sandringham Financial Partners

Morpeth
Initial consultation free
FCA verified
Independent
Independent Financial Adviser with Sandringham Financial Partners. Helping clients achieve their financial goals and establish long standing relationships built on trust and value.
Clients
helped
27
Minimum
wealth
£100k+
Meet the team
Alex Newell
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

South wonston
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
40100
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
Chris Philcox - Clearly Independent Financial Planning Ltd

Chris Philcox - Clearly Independent Financial Planning Ltd

Crawley
Initial consultation free
FCA verified
Independent
Independent, FCA-regulated financial planning, specialising in pre and post-retirement advice, investment growth, protection and estate planning. We deliver financial planning that is clear to understand, clear in cost and clearly independent.
Clients
helped
336
Minimum
wealth
£250k+
Meet the team
Chris Philcox DipFA
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Lisa Baker Accolade Financial Planning

Lisa Baker Accolade Financial Planning

Crawley
Initial consultation free
FCA verified
Restricted
We will take the time to get to know you, understand what is important to you and can assist across investments, pensions, at retirement, protection and inheritance tax needs to help you meet your goals.
Clients
helped
32
Minimum
wealth
£50k+
Meet the team
Lisa Baker
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers