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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
Castlegate Financial Management

Castlegate Financial Management

Derby
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
Recently added
Minimum
wealth
£500k+
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
Fairstone Group

Fairstone Group

Aberdeen
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15126
Minimum
wealth
£0+
Meet the team
Ian Robinson
Richard MacMillan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
The Private Office

The Private Office

Chichester
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
39669
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
Athelis Financial Ltd

Athelis Financial Ltd

Manchester
Initial consultation free
FCA verified
Restricted
Athelis Financial Ltd have been providing financial advice for over 8 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
64
Minimum
wealth
£100k+
Meet the team
Callum Hassan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Montpellier Asset Management

Montpellier Asset Management

Oddington
Initial consultation free
FCA verified
Independent
A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped
239
Minimum
wealth
£250k+
Meet the team
Richard Turnbull
William Gregory
Chris Riddell
Peter Howard
Simon Whitney
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Stockbroking services
Mortgages
Trinity Lifetime Partners

Trinity Lifetime Partners

London
Initial consultation free
FCA verified
Restricted
Wealth management for today, tomorrow and generations to come. Delivering robust financial solutions to families, corporates and individuals.
Clients
helped
30
Minimum
wealth
£250k+
Meet the team
Bobby Spalding
George Brassett
Samuel Dentu
Walter Dio
H
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
TheWealthPoint

TheWealthPoint

Bolton
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3176
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Cestrian Financial Planning Services Limited

Cestrian Financial Planning Services Limited

Chester
Initial consultation free
FCA verified
Independent
Established since 1980, we are Chester's most respected firm of Chartered Financial Planners, specialising in retirement and investment planning.
Clients
helped
52
Minimum
wealth
£50k+
Meet the team
Paul Lappin
David Brassington
Anna Williams
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Lee Jones - Julian Harris Financial Consultants

Lee Jones - Julian Harris Financial Consultants

Worthing
Initial consultation free
FCA verified
Independent
Lee is adept in providing completely Independent and Impartial Financial Advice across the whole marketplace to clients on their pensions, investments, and protection requirements.
Clients
helped
61
Minimum
wealth
£100k+
Meet the team
L
Can help with
Pensions & retirement
Douglas Steers & Company

Douglas Steers & Company

Harlow
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10490
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers