Find an Independent or Restricted Financial Adviser

Lopez Financial Planning (AR of M&G Wealth Advice)

Solihull
I help people achieve financial security by providing expertise across all areas of financial planning (incl protection, retirement and investments). My main drive is to provide clients with peace of mind and allow them to focus on what matters to them.

Clients
helped

30

Minimum
wealth

£0+

Can help with

Pensions & retirement

Meet the team

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Initial consultation free
FCA verified
Restricted
Laura Duncan with Continuum Financial Services LLP

Aughton
I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making financial decisions can be daunting, but we aim to make this process clearer and less complicated.

Clients
helped

15

Minimum
wealth

£0+

Can help with
Pensions & retirement

Meet the team

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Initial consultation free
FCA verified
Independent
Heritage Independent Financial Consultancy Ltd.

Wembdon
A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis. Pension consolidation and drawdown specialists. Advising clients for 24 years .

Clients
helped

370

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

L

+3

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Initial consultation free
FCA verified
Independent

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Douglas Steers & Company

Birmingham
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Clients
helped

7552

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

+7

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Initial consultation free
FCA verified
Independent
Temple Gray

Lisburn
We make the complex understandable, take all the time you need, deliver value for money.

Clients
helped

298

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

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Initial consultation free
FCA verified
Independent
Retirement Solutions (UK) Ltd

Prestonpans
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.

Clients
helped

5297

Minimum
wealth

£0+

Can help with
Pensions & retirement

Meet the team

+2

Start enquiry

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Initial consultation free
FCA verified
Independent
Georgetown Wealth Management LLP

Glasgow
Professional, trustworthy independent financial advice based in Glasgow and London.

Clients
helped

138

Minimum
wealth

£100k+

Can help with
Pensions & retirement

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Initial consultation free
FCA verified
Independent
The Private Office

Harrow
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

Clients
helped

32672

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

+33

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Initial consultation free
FCA verified
Independent
Flying Colours Advice

Woodhall spa
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.

Clients
helped

18944

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

+1

Start enquiry

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Initial consultation free
FCA verified
Independent
Advanta Wealth

London
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

613

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

View profile

Initial consultation free
FCA verified
Independent

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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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