Find an Independent or Restricted Financial Adviser

As a trusted Financial Adviser and Partner of St. James’s Place, the UK’s largest wealth management company, my role is to listen, understand what you’d like to achieve, and then help build and construct a professional, tailored and robust plan.

We use traditional investment management philosophies with cutting edge technology when making investment decisions

Friendly, expert, regulated advice over the telephone, video call or face to face.

Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress

As a Financial Adviser with over 20 years experience I can help you to meet your financial goals I pride myself on offering straightforward advice without the jargon.

We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sheffield 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!

Lee is adept in providing completely Independent and Impartial Financial Advice across the whole marketplace to clients on their pensions, investments, and protection requirements.

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.

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.