Find an Independent or Restricted Financial Adviser

Oculus Wealth Management - Stephen Pountney

Redruth
With a presence in Truro, we offer fully Independent Financial Advice for our client's across the region. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every & every client personal requirements.

Clients
helped

234

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Meet the team

S

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Initial consultation free
FCA verified
Independent
Adam McCarthy & Sione Mitchell at True Potential Wealth Management

Bristol
We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Protection and all aspects of Pension and Retirement Planning

Clients
helped

357

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

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Initial consultation free
FCA verified
Restricted
Castle Financial Planning

Bishops stortford
Highest standard of customer care and service. Expert and impartial advice. Our advice is guaranteed, providing further peace of mind.

Clients
helped

155

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent

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Saltus Partners LLP

Wroughton
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

694

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

+18

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Initial consultation free
FCA verified
Independent
Douglas Steers & Company

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

Clients
helped

7554

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

+7

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Initial consultation free
FCA verified
Independent
Clarity Wealth Management LLP

Hatfield heath
With over three decades of experience as a Chartered Financial Planner and Independent Financial Adviser, I've dedicated my career to empowering clients to achieve their financial aspirations and lifestyle goals.

Clients
helped

55

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

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Initial consultation free
FCA verified
Independent
Berkshire IFA

Camberley
We offer an initial no cost meeting. We are fully Independent Financial Advisers specialising in advice for clients who need to focus on their pension outcomes, inheritance tax planning, investments, final salary pensions, or need to get a mortgage.

Clients
helped

1466

Minimum
wealth

£100k+

Can help with
Insurance & protection

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Initial consultation free
FCA verified
Independent
Wren Sterling in partnership with Saffron Building Society

Ashdon
We've worked with Saffron Building Society for many years, helping hundreds of customers make informed financial planning decisions

Clients
helped

272

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

M

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Initial consultation free
FCA verified
Independent
Saltus Partners LLP

Ilford
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

694

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

+18

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Hymans Robertson Personal Wealth

Rugby
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.

Clients
helped

127

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

+7

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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