Find an Independent or Restricted Financial Adviser
Simon Latham at True Potential Wealth Management
LondonAs a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
ClientsRecently added
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wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedDouglas Steers & Company
Burgess hillExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
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wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentTheWealthPoint
HawardenYou deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
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wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Humboldt Financial
HounslowAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
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wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentTheWealthPoint
Clayton le woodsYou deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
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wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentOllie Hill at Quilter Financial Advisers
ShrewsburyI pride myself in helping individuals, families, and business owners achieve their dreams and ambitions through goals-based and holistic financial planning, ensuring the client's objectives and circumstances are fully taken into account.
Clients
helped30Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedBluecoat Wealth Management Ltd
Shoreham by seaWe believe that aligning values and wealth protects families for generations, which is why we help to create legacies that shape and leave a better world.
Clients
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wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
Branston and mereIndependent, 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
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wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentCraig Malcolm Bush - Money Advice & Planning Ltd
GlasgowWe invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.
Clients
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wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentKelvin Smith Financial Planning
GlasgowSince 2015 we have been providing the highest level of financial expertise and advice on retirement planning, investments, mortgages and insurances.
Clients
helped83Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Independent
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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