Find an Independent or Restricted Financial Adviser

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  • True Potential Wealth Management - Jason Lynch

    Wolverhampton
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    266
    £100k+
    Can help with
    Pensions & retirement
  • M G Shaw (Uk) Limited

    Stockton on tees
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Buck Wealth Management Ltd - Independent Financial Advisers

    Oakham
    FCA verified
    Expert, affordable independent financial advice that's tailored to you.
    133
    £100k+
    Can help with
    Pensions & retirement
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  • Unity Wealth Management

    Hedge end
    FCA verified
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    292
    £100k+
    Can help with
    Pensions & retirement
  • Regent Street Advisers

    Bradfield
    FCA verified
    Quality advice on Pension, Investment, Equity Release and Protection needs given in a friendly, professional manner and in a way that you can easily understand. Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 15/02/2024
    60
    £0+
    Can help with
    Pensions & retirement
  • Westminster Wealth Management LLP

    London
    FCA verified
    Expertise. Fairly Priced. Westminster Wealth Management LLP is a privately owned, London-based independent financial advisory group, providing expert financial advice to a wide range of clients. We oversee more than £1.1 Billion of assets.
    < 10
    £150k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Stevenage
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17131
    £100k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    London
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4766
    £50k+
    Can help with
    Pensions & retirement
  • Matthew Winchester -Pocock Rutherford & Co

    Bournemouth
    FCA verified
    Hi my name is Matthew , I’m a local financial adviser based in Bournemouth and I have been providing straight forward, easy to understand financial advice for over 25years. My initial consultation is free so please reach out to see if I can help you.
    103
    £50k+
    Can help with
    Pensions & retirement
  • Clarity Wealth Limited

    Leeds
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    416
    £100k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

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