Find an Independent or Restricted Financial Adviser

Clayton Cumming - True Potential Wealth Management

Glasgow
I am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax planning.

Clients
helped

249

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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Start enquiry

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Initial consultation free
FCA verified
Restricted
Nick Winter Chartered Financial Planning Consultant At Quilter Financial Advisers

London
Fixed fee financial planning for individuals, families and businesses. Please visit my profile for more information. I live in Alton with my wife Emily, our son Jack and our pigeon chasing, sock stealing cockapoo, Wallace.

Clients
helped

< 10

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Restricted
Rothesay Bennett Financial Planning

Derby
We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.

Clients
helped

240

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

A
A
K

+4

Start enquiry

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Initial consultation free
FCA verified
Independent

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Matthew Dudley - Pocock Rutherford & Co

Broadstone
Hi my name is Matthew Dudley, I’m a local financial adviser based in Bournemouth, Dorset and I have been providing straight forward, easy to understand financial advice. My initial consultation is free so please reach out to see if I can help you.

Clients
helped

478

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
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

32486

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

+33

Start enquiry

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Initial consultation free
FCA verified
Independent
Westcountry IFP Limited

Plymouth
I help my clients grow & protect their wealth, plan for retirement and structure their estates to effectively mitigate Inheritance Tax. My advice is carefully composed and bespoke. I put my clients at the centre of everything I do.

Clients
helped

123

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
M&G Wealth Advice

London
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

Clients
helped

495

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

L

Start enquiry

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Initial consultation free
FCA verified
Restricted
Donna Smyth DIP PFS

Belfast
Donna Smyth - I have 26 years industry experience including 23 years as an adviser.

Clients
helped

91

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

View profile

Initial consultation free
FCA verified
Restricted
Flying Colours Advice

London
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

Clients
helped

18892

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

+18

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Aisa Financial Planning

Bath
We work hard for those who care about outcomes with a focus on reassurance

Clients
helped

12

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

J
J
C
G

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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