Find an Independent or Restricted Financial Adviser
True Potential Wealth Management LLP
Newton le willowsI am a Passionate, Energetic and Attentive Adviser who prides himself on listening and helping clients achieve their goals.
Clients
helped249Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedIan McCue - True Potential Wealth Management LLP
WrightingtonWorking closely with clients to achieve their financial goals is at the core of my business. I am a pension specialist and have over 13 years experience. I pride myself on coaching and educating clients to empower them to live the life they most desire.
Clients
helped166Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedCanaccord Genuity Wealth Management (CGWM)
Shenington and alkertonAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Lloyd O'Sullivan
WeybridgeEnhancing financial lives since 1993 We’re an independent financial planning firm advising clients in Surrey, London and across the country.
Clients
helped176Minimum
wealth£100k+Pensions & retirement+2Initial consultation free FCA verified IndependentJohn Carter at True Potential Wealth Management
BradfieldTrue Potential is a top UK advisory firm offering exceptional financial planning. Our extensive team delivers personalized, face-to-face service across the UK, including Scotland and Northern Ireland. FCA authorised and regulated.
Clients
helped60Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Restricted- Clients
helped< 10Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent TheWealthPoint
ManchesterYou deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped1988Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentDouglas Steers & Company
LondonExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7625Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified Independent- Clients
helped27Minimum
wealth£0+Pensions & retirementRMPGK+15Initial consultation free FCA verified Independent Prism Financial Advice Ltd
WallsendWe offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
Clients
helped2655Minimum
wealth£50k+Pensions & retirementDR+12Initial 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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