Find an Independent or Restricted Financial Adviser

Stacey Arcus FPFS - Quilter Financial Advisers

East boldon
Chartered Financial Planner & Pension Transfer Specialist. Fellow of the Personal Finance Society. ‘Top Rated Adviser 2025, 2024, 2023, 2022 and 2021’ as featured in The Times!

Clients
helped

66

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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Initial consultation free
FCA verified
Restricted
The Private Office

London
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

32173

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

+33

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Initial consultation free
FCA verified
Independent
Advance Wealth Ltd

Billericay
Providing professional financial planning services for private individuals and businesses.

Clients
helped

847

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

+2

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Initial consultation free
FCA verified
Independent

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Saltus Partners LLP

Bloxham
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

661

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

+18

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Initial consultation free
FCA verified
Independent
Warwick Wealth Management Ltd

Tamworth
YOU are the focus of our business: You, your life, your family, your future.

Clients
helped

110

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

R

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Initial consultation free
FCA verified
Independent
Lathe & Co Wealth Advisers

London
Your Future, Now. Your wealth, family, and aspirations all evolve over time. Your financial plan should too. That’s why we look beyond what you have today, creating adaptable plans designed for real life.

Clients
helped

29

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

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Initial consultation free
FCA verified
Independent
Tony Columbine True Potential Wealth Management

Woolston
Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.

Clients
helped

725

Minimum
wealth

£50k+

Can help with
Pensions & retirement

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Initial consultation free
FCA verified
Restricted
Jacqueline Wilson - Sandringham

Willingdon and jevington
Helping you achieve your goals is what drives me as a Sandringham advising Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.

Clients
helped

50

Minimum
wealth

£100k+

Can help with
Financial planning

Meet the team

J

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Initial consultation free
FCA verified
Independent
Hills Financial Planning

Ballyclare
Chartered Financial Planning firm who are small enough to care and big enough to get the job done.

Clients
helped

390

Minimum
wealth

£0+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
Minos Wealth Planning

London
At Minos Wealth, we guide our clients to the life they’ve always wanted. Whether you’re planning for retirement, investing a windfall, or simply want a thorough financial health check, we have the knowledge and expertise to spur you into action.

Clients
helped

33

Minimum
wealth

£100k+

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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