Find an Independent or Restricted Financial Adviser

Adam McCarthy & Sione Mitchell at True Potential Wealth Management

Chippenham
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
AHR Private Clients

Bisley
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.

Clients
helped

310

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

L

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Initial consultation free
FCA verified
Independent
The Private Office

Yeovil
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

32832

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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Douglas Steers & Company

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

Clients
helped

7623

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

+7

Start enquiry

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Initial consultation free
FCA verified
Independent
Prosperity Wealth - Ciaran Reynolds

Barry
Whether you require help buying a home, planning your retirement, saving for the future, or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.

Clients
helped

86

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
Future Financial Planning Limited

Colchester
We specialise in guiding people up to and into retirement with clear and impartial Pensions and Investment advice.

Clients
helped

57

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
Douglas Steers & Company

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

Clients
helped

7623

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

+7

Start enquiry

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Initial consultation free
FCA verified
Independent
Redpath Financial Planning Ltd

Teignmouth
We provide straight forward, independent advice to ensure you have the right solutions for your future needs. Before preparing a personalised recommendation, we ensure that we fully understand your circumstances and life goals.

Clients
helped

173

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
The Private Office

Worthing
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

32832

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

+33

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Canaccord Genuity Wealth Management (CGWM)

Solihull
At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.

Clients
helped

671

Minimum
wealth

£500k+

Can help with
Pensions & retirement

Meet the team

M

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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