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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
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Morden
Initial consultation free
FCA verified
Restricted
Virtus Financial Planning has been providing financial advice for over 4 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
146
Minimum
wealth
£150k+
Meet the team
Simon Farrar
Charles Chambers
George Shaw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Saltus Partners LLP

Saltus Partners LLP

Benfleet
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1074
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Saltus Partners LLP

Saltus Partners LLP

St stephen
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1074
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Moneytree Wealth Management Ltd

Moneytree Wealth Management Ltd

Liverpool
Initial consultation free
FCA verified
Restricted
We specialise in retirement planning and pension advice from our Chester city centre office.
Clients
helped
600
Minimum
wealth
£50k+
Meet the team
Tom Lenton
Mark Fletcher
Haleam Muhashash
Martin Dudley
Amy Smith
+5
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
Saltus Partners LLP

Saltus Partners LLP

Canton
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1074
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+19
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
The Pension Planner

The Pension Planner

Middlesbrough
Initial consultation free
FCA verified
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Middlesbrough helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
Clients
helped
5716
Minimum
wealth
£100k+
Meet the team
Andrew Hursthouse
Nicholas Pratt
Shane Kao
Dave Garforth
Craig Holland
+1
Can help with
Pensions & retirement
Business
The Private Office

The Private Office

Barnet
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
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Becky Lawrence  - TTRL Financial Planning Ltd (M&G Wealth)

Becky Lawrence - TTRL Financial Planning Ltd (M&G Wealth)

Ollerton and boughton
Initial consultation free
FCA verified
Restricted
Becky, puts her client needs at the centre of any advice given and has over 10 years’ experience in advising in Pensions, Protection, Investments and holistic Financial planning. Becky is an appointed representative of M&G Wealth.
Clients
helped
25
Minimum
wealth
£0+
Meet the team
Rebecca (Becky) Lawrence
Can help with
Pensions & retirement
Financial planning
Investments
The Private Office

The Private Office

Codicote
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
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Empower Partners LLP

Empower Partners LLP

Bury st edmunds
Initial consultation free
FCA verified
Independent
Local adviser based in Suffolk with over 30 years' experience helping people maximise the financial opportunities available to them. Common sense advice, focussing on reducing your investing costs and giving you peace of mind that you're on track.
Clients
helped
176
Minimum
wealth
£500k+
Meet the team
Antony Williams
Jason Witcombe
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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