Citywire for Financial Professionals

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Adviser Finder is a service that enables users to search for independent financial advisers by qualification, remuneration structure, and location. Use of Adviser Finder is on a without charge, open access basis and is subject to our Terms and Conditions and privacy policy.

You acknowledge that we have not verified, and that we make no representation or commitment, that any details or information on our site relating to any FA (as to independence or otherwise) are full, accurate or up to date or contain sufficient information to enable a choice of FA to be made. You should not rely just on Adviser Finder on its own to make your choice and you should make thorough enquiries before choosing. If any information relating to a particular FA on our site contains any link(s) to anywhere outside our site, you acknowledge we have no control over how those links operate, where they link to or the contents of whatever they may link to.

Accordingly, you acknowledge and agree that the responsibility for selecting, engaging and working with a FA rests entirely with you and that (apart from liability by law we cannot exclude or limit) we have no responsibility or liability (whether in contract, negligence or other tort, innocent or negligent misrepresentation or howsoever otherwise arising) for any aspect of Adviser Finder, including without limitation any aspect of the Adviser Finder site or information within it or the performance or failure to perform of any FA.

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Adviser Finder

We believe in enabling people to make their own financial decisions. But there are times in life when even the most financially savvy among us want the help of an independent financial adviser (IFA).

Adviser Finder is unique among IFA directories. The most professional advisers – those who have invested heavily in qualifications, and offer transparent fee-based charges rather than being dependent on commission – are recognised in Adviser Finder. (You can read more about why we think this matters here.) And unlike other directories that charge for listings and referrals, no money changes hands between us and them.

Questions? Feedback? Are you an IFA who would like to see your firm in Adviser Finder? Email adviserfinder@citywire.co.uk.

Use of Adviser Finder signifies acceptance of our terms and conditions. The short version: it's for information, not recommendation – Citywire is not responsible for any advice given by Adviser Finder members.

  • Find IFAs Click the checkboxes to refine your selection

Location
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About the Firm
  • Fee-based
  • Chartered Institution
  • Chartered Financial Planners
  • Certified Financial Planners
  • Discretionary
  • Advisory
Key
  • Chartered firm
  • Chartered inviduals within the firm
  • Certified individuals within the firm
  • Fee-based
Adviser name Adviser Details Location Fee Based Chartered Institution Chartered Financial Planners Certified Financial Planners Discretionary Advisory
Clearwater Independent Financial Planning Ltd

Clearwater Independent Financial Planning Ltd

Based in Preston We are a privately owned firm of Chartered Financial Planners who are passionate about and determined to provide a locally based independent and affor...

  • Chartered Institution
  • Fee-based
  • 2/1 Chartered Financial Planners
The NorthFee-basedChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
Capelin Financial Management Limited

Capelin Financial Management Limited

Based in Solihull Our business is delighted to work with Senior Executives, Professionals and Entrepreneurs who prefer to engage with trust, confidence and appreciation...

  • Chartered Institution
  • Fee-based
  • 3/2 Chartered Financial Planners
  • 2/2 Certified Financial Planners
The MidlandsFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Hills Financial Planning

Hills Financial Planning

Based in Larne We provide professional, independent financial planning and wealth management advice throughout Northern Ireland. Our offices are based in County Ant...

  • Chartered Institution
  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
Scotland and Northern IrelandFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Blackstone Wealth Management

Blackstone Wealth Management

Based in Walsall Blackstone sits at the forefront of the provision of investment advice to clients, As a fee-only adviser, its judgement remains unbiased and its advic...

  • Chartered Institution
  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
The MidlandsFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Central Financial Planning Ltd

Central Financial Planning Ltd

Based in Solihull Award wining small bespoke financial planning practice that seeks to help our clients achieve their financial goals. We care about our clients and...

  • Chartered Institution
  • Fee-based
  • 2/2 Chartered Financial Planners
  • 2/2 Certified Financial Planners
The MidlandsFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Holland Hahn & Wills

Holland Hahn & Wills

Based in Hampton Wick Established in 1990, Holland Hahn & Wills are Wealth Managers and Chartered Financial Planners with decades of experience and a commitment to providin...

  • Chartered Institution
  • Fee-based
  • 2/2 Chartered Financial Planners
  • 2/2 Certified Financial Planners
South EastFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Fresh Perspective Financial Planning Ltd

Fresh Perspective Financial Planning Ltd

Based in Corsham Our aim is simple; to help you identify your key goals and objectives and then help you to achieve these by managing your finances in the most effecti...

  • Chartered Institution
  • Fee-based
  • 2/2 Chartered Financial Planners
  • 2/2 Certified Financial Planners
South WestFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
The Investment Coach Limited

The Investment Coach Limited

Based in Wellingborough Our mission is to "bring order to the financial chaos" by coaching you and your finances to a level where we can truly make joint decisions based on k...

  • Chartered Institution
  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
The MidlandsFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Heron House Financial Management Ltd

Heron House Financial Management Ltd

Based in Newport We are national award winning Chartered Financial Planners, Lifestyle Planners and Wealth Managers. Our team has the necessary knowledge and skills to...

  • Chartered Institution
  • Fee-based
  • 2/3 Chartered Financial Planners
  • 2/3 Certified Financial Planners
WalesFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Tower Hill Associates Ltd

Tower Hill Associates Ltd

Based in London TW9 As one of around 300 Chartered Financial Planning firms in the UK, we provide truly independent fee based advice to help you plan all stages of your l...

  • Chartered Institution
  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
LondonFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Shore Financial Planning

Shore Financial Planning

Based in Plymouth Alison became an IFA after 10 years experience working for investment houses in London.  We help people grow their personal wealth and financially pla...

  • Chartered Institution
  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
South WestFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
MFP Wealth Management

MFP Wealth Management

Based in Christchurch MFP Wealth Management are independent Chartered and Certified Financial Planners and the first firm to be certified to British Standard BS8577 - a muc...

  • Chartered Institution
  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
South WestFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Verus Chartered Financial Planners

Verus Chartered Financial Planners

Based in Dundee Founded in August 2005, Verus Chartered Financial Planners is an award winning independent financial planning firm and the first firm in Dundee, Taysi...

  • Chartered Institution
  • Fee-based
  • 2/2 Chartered Financial Planners
  • 2/2 Certified Financial Planners
Scotland and Northern IrelandFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Index Wealth Management

Index Wealth Management

Based in Sutton Coldfield Our clients are partners, we share the responsibility for success. Our commitment to provide clients with leading edge financial advice is supported ...

  • Chartered Institution
  • Fee-based
  • 2/2 Chartered Financial Planners
  • 2/2 Certified Financial Planners
The MidlandsFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Cooper Johnston Wealth Management

Cooper Johnston Wealth Management

Based in Harrogate As one of the few Chartered Financial Planners and Certified Financial Planners in the UK, we provide comprehensive financial planning and wealth mana...

  • Chartered Institution
  • Fee-based
  • 1/2 Chartered Financial Planners
  • 2/2 Certified Financial Planners
The NorthFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Manse Capital Ltd

Manse Capital Ltd

Based in Leeds We are a privately owned Wealth Management business built upon the shared passion of the team to deliver excellent client care through our highly qual...

  • Chartered Institution
  • Fee-based
  • 3/5 Chartered Financial Planners
  • 5/5 Certified Financial Planners
The NorthFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Fortitude Financial Planning Ltd

Fortitude Financial Planning Ltd

Based in Towcester Fortitude are an independently owned Financial Planning company dedicated to the provision of personal, professional and objective driven financial ad...

  • Chartered Institution
  • Fee-based
  • 2/2 Chartered Financial Planners
  • 2/2 Certified Financial Planners
The MidlandsFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Beckford James Chartered Financial Planners

Beckford James Chartered Financial Planners

Based in Bath Beckford James are independent chartered financial planners. Being independent means that we have no commercial ties to any other company and work acr...

  • Chartered Institution
  • Fee-based
  • 2/3 Chartered Financial Planners
  • 3/3 Certified Financial Planners
South WestFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Eldon Financial Planning Ltd

Eldon Financial Planning Ltd

Based in Bishop Auckland It is acknowledged by those who meet us that at Eldon we do things differently to traditional IFAs. As a small firm of Chartered and Certified Financi...

  • Chartered Institution
  • Fee-based
  • 2/3 Chartered Financial Planners
  • 2/3 Certified Financial Planners
The NorthFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
A2+B Wealth Chartered Financial Planners

A2+B Wealth Chartered Financial Planners

Based in Aberdeen The A2+B Wealth mission is to help you enjoy a successful investment experience and be better organised financially so you can face the future with co...

  • Chartered Institution
  • Fee-based
  • 3/3 Chartered Financial Planners
  • 2/3 Certified Financial Planners
Scotland and Northern IrelandFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
HLS Financial Planning

HLS Financial Planning

Based in Ingatestone PLANNING FOR LIFE, RETIREMENT, LATER LIFE OR SEEKING INVESTMENT ADVICE

We are a well established firm of Chartered Financial Planners based in In...

  • Chartered Institution
  • Fee-based
  • 3/3 Chartered Financial Planners
  • 2/3 Certified Financial Planners
South EastFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionary
Mackay Stewart & Brown Ltd

Mackay Stewart & Brown Ltd

Based in Edinburgh Winner of the 'New Model Adviser® of the Year' award 2006 for Scotland and Northern Ireland. One of the best 8 advisers from over 6,000 leading UK...

  • Chartered Institution
  • Fee-based
  • 1/2 Chartered Financial Planners
  • 1/2 Certified Financial Planners
Scotland and Northern IrelandFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Syndaxi Chartered Financial Planners

Syndaxi Chartered Financial Planners

Based in London EC1A Frequently, the somewhat esoteric phrase "holistic" is applied to financial planning. In today's busy, sometimes imbalanced life, it's not always poss...

  • Chartered Institution
  • Fee-based
  • 1/2 Chartered Financial Planners
  • 2/2 Certified Financial Planners
London and Greater LondonFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
LIFT-Financial Ltd

LIFT-Financial Ltd

Based in Altrincham LIFT-Financial is an award winning Chartered Financial Planning firm providing comprehensive, innovative and practical fee based wealth management ser...

  • Chartered Institution
  • Fee-based
  • 9/11 Chartered Financial Planners
  • 4/11 Certified Financial Planners
The North Scotland and Northern Ireland LondonFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Critchleys Financial Planning LLP

Critchleys Financial Planning LLP

Based in Oxford Critchleys Financial Planning LLP was created in June 2007. The business is a specialist financial planning firm, owned by Jason McGuigan and the Dire...

  • Chartered Institution
  • Fee-based
  • 2/2 Certified Financial Planners
South EastFee-basedChartered InstitutionCertified Financial PlannersDiscretionaryAdvisory
Dunham Financial Services Ltd

Dunham Financial Services Ltd

Based in Peterborough Dunham Financial are a Financial Planning company based in Peterborough. We have a strong team of individuals who are highly qualified offering a per...

  • Fee-based
  • 1/1 Chartered Financial Planners
  • 2/1 Certified Financial Planners
East of EnglandFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Phoenix Wealth Management Limited

Phoenix Wealth Management Limited

Based in London EC4R Phoenix Wealth Management Limited is founded on the principal of providing a truly bespoke service to clients for whom excellence is a pre-requisite. ...

  • Chartered Institution
  • Fee-based
  • 2/3 Chartered Financial Planners
LondonFee-basedChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
Yellowtail Financial Planning Ltd

Yellowtail Financial Planning Ltd

Based in London EC3V Yellowtail is an unusual name for a financial planning firm, and people that work with us find that Yellowtail has an unusual attitude to their presen...

  • Chartered Institution
  • Fee-based
  • 1/1 Chartered Financial Planners
London and Greater LondonFee-basedChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
Matrix Capital Limited

Matrix Capital Limited

Based in Bridgnorth Our core values are honesty, integrity, professionalism, objectivity, confidentiality and accountability. We are proud of our compliance record which ...

  • Chartered Institution
  • Fee-based
  • 2/2 Chartered Financial Planners
The MidlandsFee-basedChartered InstitutionChartered Financial PlannersAdvisory
Higgins Fairbairn Advisory LLp

Higgins Fairbairn Advisory LLp

Based in London W1S Our services are structured with a strong commitment to create long-term, mutually beneficial relationships with our clients. As such, our business mo...

  • Chartered Institution
  • Fee-based
  • 1/1 Chartered Financial Planners
London and Greater LondonFee-basedChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
Holden & Partners

Holden & Partners

Based in London EC1R A partnership led company where all partners are advisers We have an in-house investment team We have an investment committee who meet regularly We're...

  • Chartered Institution
  • Fee-based
  • 2/6 Chartered Financial Planners
  • 3/6 Certified Financial Planners
London and Greater LondonFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Mearns & Company Ltd

Mearns & Company Ltd

Based in Mearns & Company are award winning Chartered Financial Advisers based in Edinburgh. Founded in 1994, we provide fee based financial advice to a range ...

  • Chartered Institution
  • Fee-based
  • 2/3 Chartered Financial Planners
  • 1/3 Certified Financial Planners
Scotland and Northern IrelandFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
OCM Wealth Management Ltd

OCM Wealth Management Ltd

Based in Northampton OCM Wealth Management Limited is a Fee based Independent Financial Advisory organisation that specialises in creating strategic taxation, investment a...

  • Chartered Institution
  • Fee-based
  • 3/5 Chartered Financial Planners
  • 1/5 Certified Financial Planners
The MidlandsFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
John Lamb LLP

John Lamb LLP

Based in London SE1 John Lamb provides totally independent financial advice, focused on first class integrated and individual solutions for both co-professionals and priv...

  • Chartered Institution
  • Fee-based
  • 4/7 Chartered Financial Planners
  • 3/7 Certified Financial Planners
London and Greater LondonFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Maze Wealth

Maze Wealth

Based in Beckenham At Maze Wealth we help clients navigate their way through life by allowing them to be creative in articulating their goals, aspirations and dreams. B...

  • Chartered Institution
  • Fee-based
  • 1/2 Chartered Financial Planners
  • 1/2 Certified Financial Planners
South EastFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Clarke & Partners LLP

Clarke & Partners LLP

Based in Wimborne At Clarke & Partners our objective is to offer all clients top quality financial advice with service to match. We are a long established operation and...

  • Chartered Institution
  • Fee-based
  • 3/4 Chartered Financial Planners
South WestFee-basedChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
Finance for Life

Finance for Life

Based in Ascot We take a unique approach by creating personal financial plans which highlight any actions that need to be taken now to give clients security for the ...

  • Chartered Institution
  • Fee-based
  • 1/2 Chartered Financial Planners
South EastFee-basedChartered InstitutionChartered Financial PlannersAdvisory
Wingate Financial Planning

Wingate Financial Planning

Based in Caterham Wingate Financial Planning is an award-winning firm of Chartered Financial Planners based in Caterham, Surrey helping individuals to understand and ac...

  • Chartered Institution
  • Fee-based
  • 1/2 Chartered Financial Planners
South EastFee-basedChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
Juno Wealth Management

Juno Wealth Management

Based in Bolney Juno Wealth Management, Chartered Financial Planners & Independent Financial Advisers provide advice that empowers individuals, families and business ...

  • Chartered Institution
  • Fee-based
  • 1/2 Chartered Financial Planners
  • 1/2 Certified Financial Planners
South EastFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Premier Wealth Management Ltd

Premier Wealth Management Ltd

Based in Southport Premier Wealth Management, are Chartered Independent Financial Advisers, our Head Office is based in Southport. We are respected and recognised both...

  • Chartered Institution
  • Fee-based
  • 2/4 Chartered Financial Planners
The NorthFee-basedChartered InstitutionChartered Financial PlannersAdvisory
Cathedral Financial Management Ltd

Cathedral Financial Management Ltd

Based in Exeter Privately owned and independently run, we extend highly qualified and unbiased financial advice. We also recognise that to maintain and grow your trus...

  • Chartered Institution
  • Fee-based
  • 3/8 Chartered Financial Planners
  • 2/8 Certified Financial Planners
South WestFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
The Citimark Partnership Limited

The Citimark Partnership Limited

Based in Bristol We are a Chartered Financial Planning practice based in Bristol, with a satellite office at Thames Valley Park Reading. Our team of advisers and para...

  • Chartered Institution
  • Fee-based
  • 1/6 Chartered Financial Planners
  • 3/6 Certified Financial Planners
South WestFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Holder & Combes Ltd

Holder & Combes Ltd

Based in London EC3V Holder & Combes are a boutique financial consultancy for SMEs and private clients: our aim is simple to furnish clients with the best independent fina...

  • Chartered Institution
  • Fee-based
  • 1/3 Chartered Financial Planners
  • 1/3 Certified Financial Planners
London and Greater LondonFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Provisio Ltd

Provisio Ltd

Based in Letchworth Garden City Established in 2003, our firm offers you access to high quality, wholly independent financial advice on the issues that matter to you, alongside a hig...

  • Chartered Institution
  • Fee-based
  • 1/4 Chartered Financial Planners
  • 1/4 Certified Financial Planners
South EastFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Plutus Wealth Management LLP

Plutus Wealth Management LLP

Based in London EC4V Plutus Wealth Management LLP is an award winning Chartered Independent Financial Planning and Wealth Management firm based in central London.

  • Chartered Institution
  • Fee-based
  • 4/9 Chartered Financial Planners
  • 1/9 Certified Financial Planners
London and Greater LondonFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Appleton Gerrard Private Wealth Management

Appleton Gerrard Private Wealth Management

Based in Manchester Come to us for genuinely independent, unbiased high quality professional financial advice. Our advisers are qualified at both Chartered and Certified ...

  • Fee-based
  • 2/1 Chartered Financial Planners
  • 2/1 Certified Financial Planners
The NorthFee-basedChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Moneo Wealth Management

Moneo Wealth Management

Based in Bristol Moneo was established in 1999 in the belief that clients want high-quality, proactive, independent advice, with fees agreed in advance to ensure impar...

  • Chartered Institution
  • Fee-based
  • 1/2 Chartered Financial Planners
South WestFee-basedChartered InstitutionChartered Financial PlannersAdvisory
MDM Associates Limited

MDM Associates Limited

Based in Woking We take a long-term view of client relationships and never 'sell today and go away'. We pride ourselves in having specialist financial planners in a ...

  • Chartered Institution
  • Fee-based
  • 2/7 Chartered Financial Planners
South EastFee-basedChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
Unbiased Financial Analysis

Unbiased Financial Analysis

Based in London SW19 UFA has created a fresh approach to help you achieve your goals by being paid on performance.

  • Chartered Institution
  • Fee-based
London and Greater LondonFee-basedChartered InstitutionDiscretionaryAdvisory
Create Wealth Management Ltd

Create Wealth Management Ltd

Based in Westbury-on-Trym Create wealth® is a firm of Chartered Financial Planners providing specialist advice on investment, retirement planning and wealth preservation to...

  • Chartered Institution
  • Fee-based
  • 1/2 Chartered Financial Planners
South WestFee-basedChartered InstitutionChartered Financial PlannersAdvisory
Rowley Turton (IFA) Ltd

Rowley Turton (IFA) Ltd

Based in Leicester Rowley Turton have always focused on providing first class planning and wealth management (investments, retirement planning, family protection, etc.) ...

  • Chartered Institution
  • Fee-based
  • 1/2 Chartered Financial Planners
The MidlandsFee-basedChartered InstitutionChartered Financial PlannersAdvisory
Cosgrove Brown Financial Planning Ltd

Cosgrove Brown Financial Planning Ltd

Based in Swansea At Cosgrove Brown we believe in "thinking differently" when it's comes to financial planning. We are one of the few chartered financial planners in Wa...

  • Chartered Institution
  • Fee-based
  • 1/2 Chartered Financial Planners
  • 1/2 Certified Financial Planners
WalesFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Zen Financial Services

Zen Financial Services

Based in Crewe We have been advising clients for over 17 years and offer a full independent financial planning service. First visit is complimentary, and we are als...

  • Chartered Institution
  • Fee-based
The NorthFee-basedChartered InstitutionAdvisory
Towry

Towry

Based in Bracknell Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
South EastFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Aberdeen

Towry - Aberdeen

Based in Aberdeen Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
Scotland and Northern IrelandFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Belfast

Towry - Belfast

Based in Belfast Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
Scotland and Northern IrelandFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Birmingham

Towry - Birmingham

Based in Edgbaston Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
The MidlandsFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Bournemouth

Towry - Bournemouth

Based in Bournemouth Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
South WestFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Bristol

Towry - Bristol

Based in Bristol Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
South WestFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Cambridge

Towry - Cambridge

Based in Cambridge Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
East of EnglandFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Chichester

Towry - Chichester

Based in Chichester Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
South EastFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Edinburgh

Towry - Edinburgh

Based in Edinburgh Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
Scotland and Northern IrelandFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Exeter

Towry - Exeter

Based in Exeter Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
South WestFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Glasgow

Towry - Glasgow

Based in Glasgow Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
Scotland and Northern IrelandFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Guildford

Towry - Guildford

Based in Guildford Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
South EastFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Haywards Heath

Towry - Haywards Heath

Based in Haywards Heath Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
South EastFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Leeds

Towry - Leeds

Based in Leeds Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
The NorthFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Liverpool

Towry - Liverpool

Based in Liverpool Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
The NorthFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - London

Towry - London

Based in London EC4A Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
London and Greater LondonFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Manchester

Towry - Manchester

Based in Manchester Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
The NorthFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Towry - Nottingham

Towry - Nottingham

Based in Nottingham Towry provides personal financial advice and investment management services to private individuals, families and trustees. We advise on the key areas ...

  • Chartered Institution
  • Fee-based
  • 97/157 Chartered Financial Planners
  • 30/157 Certified Financial Planners
The MidlandsFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Loughtons Independent Financial Advisers

Loughtons Independent Financial Advisers

Based in Bovey Tracey Loughtons was formed in 1995. Our success has been built on three simple maxims - integrity, professionalism and impartiality. We offer a high quality...

  • Chartered Institution
  • Fee-based
  • 2/4 Chartered Financial Planners
South WestFee-basedChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
PQR Financial Planning Limited

PQR Financial Planning Limited

Based in London SW1P PQR Financial Planning Limited was created in 2004 by Paul Cameron Taylor, Quentin Holland and Roger Clarke to provide clients with truly independent ...

  • Chartered Institution
  • Fee-based
  • 1/11 Chartered Financial Planners
  • 1/11 Certified Financial Planners
London and Greater LondonFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Professional Financial Centre (Thames Valley) Ltd

Professional Financial Centre (Thames Valley) Ltd

Based in Wokingham We are a small independent privately owned firm of highly qualified and experienced advisers. We are one of less than 300 firms nationally to be award...

  • Chartered Institution
  • Fee-based
  • 1/2 Chartered Financial Planners
South EastFee-basedChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
Caroline Banks & Associates Ltd

Caroline Banks & Associates Ltd

Based in London W1H Formed in 1994, we were one of the first firms to obtain corporate chartered status in the UK. We are passionate about financial planning and helping ...

  • Chartered Institution
  • 2/2 Chartered Financial Planners
LondonChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
Pavis Financial Management Limited

Pavis Financial Management Limited

Based in Liverpool Pavis is a Chartered Firm of Independent Financial Advisers with both individual and corporate clients throughout the UK. We work with our clients in...

  • Chartered Institution
  • Fee-based
  • 1/4 Chartered Financial Planners
  • 1/4 Certified Financial Planners
The NorthFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Absolute Finance Limited

Absolute Finance Limited

Based in London EC2M We are a firm of Chartered Financial Planners based in the heart of London, with regional offices in East End and Surrey. Chartered Financial Planners...

  • Chartered Institution
  • Fee-based
  • 1/2 Chartered Financial Planners
London and Greater LondonFee-basedChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
WR Financial Management

WR Financial Management

Based in Stockton-on-Tees WR Financial Management was established in 1987 and we have since secured a reputation for providing timely and valued financial planning advice to co...

  • Chartered Institution
  • Fee-based
  • 1/5 Chartered Financial Planners
The NorthFee-basedChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
Phillip Bates & Co Financial Services Ltd

Phillip Bates & Co Financial Services Ltd

Based in Neston We are Chartered Financial Planners who work within our community to advise high quality solutions to investment, retirement and tax planning problems...

  • Chartered Institution
  • Fee-based
  • 1/3 Chartered Financial Planners
The NorthFee-basedChartered InstitutionChartered Financial PlannersAdvisory
Pearson Jones plc

Pearson Jones plc

Based in Leeds Pearson Jones is one of the largest firms of Independent Financial Advisers in Northern England. We are dedicated to providing bespoke advice to High ...

  • Chartered Institution
  • Fee-based
  • 7/36 Chartered Financial Planners
  • 1/36 Certified Financial Planners
The NorthFee-basedChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Pen-Life Chartered Financial Planners

Pen-Life Chartered Financial Planners

Based in York Pen-Life was established in 1984 and has grown to be one of the most respected financial planning organisations in the Yorkshire region. Our commitmen...

  • Chartered Institution
  • Fee-based
  • 1/7 Chartered Financial Planners
The NorthFee-basedChartered InstitutionChartered Financial PlannersAdvisory
Financial Planning Wales Ltd

Financial Planning Wales Ltd

Based in Cardiff Financial Planning Wales Ltd was formed in 1999, prompted by an increasing demand for advice and the need to expand both the advisory and support staf...

  • Chartered Institution
  • 1/2 Chartered Financial Planners
  • 1/2 Certified Financial Planners
WalesChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Investor Profile

Investor Profile

Based in Northampton Investor Profile's aim is to make high quality financial planning advice as simple and affordable as possible. We want everyone, no matter what your b...

  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
The MidlandsFee-basedChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Pilot Financial Planning

Pilot Financial Planning

Based in Dartmouth At Pilot, we understand that financial planning isn't just about money, which is ultimately just a means to an end. So, rather than trying to sell fin...

  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
South WestFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Grosvenor Birch Ltd

Grosvenor Birch Ltd

Based in Romsey The business under Elaine Birch's guidance originally came into being in 2001 after the restructuring of a South Coast accountancy financial services ...

  • Chartered Institution
  • 1/2 Chartered Financial Planners
  • 1/2 Certified Financial Planners
South EastChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Wise Investment

Wise Investment

Based in Chipping Norton Wise is an independent investment company, established in 1992 with offices in rural Oxfordshire and Berkshire. We offer a full range of investment ma...

  • Fee-based
  • 1/6 Chartered Financial Planners
  • 9/6 Certified Financial Planners
South EastFee-basedChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Thomas and Thomas Financial Planning

Thomas and Thomas Financial Planning

Based in Haverfordwest We are genuinely different. Our clients are everything to us and we don't let them down. We hold an extremely high level of qualifications, and are ve...

  • Fee-based
  • 1/1 Certified Financial Planners
WalesFee-basedCertified Financial PlannersAdvisory
Affluent Financial Planning Ltd

Affluent Financial Planning Ltd

Based in Paisley Multi Award Winning Financial Planners providing Comprehensive Fee Based advice to pivate clients with £250,000 or more of investment assets and...

  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
Scotland and Northern IrelandFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Fiscal Engineers Ltd

Fiscal Engineers Ltd

Based in Nottingham We provide a multi-disciplinary approach to wealth management through our family office solution, which is founded upon strong relationship building q...

  • Fee-based
  • 2/3 Chartered Financial Planners
  • 3/3 Certified Financial Planners
The MidlandsFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Future Life Wealth Management Limited

Future Life Wealth Management Limited

Based in Sheffield FLWM was established to provide advice to business owners, individuals and inheritors of wealth. To position the client needs at the forefront of the...

  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
The NorthFee-basedChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Taylor Vinters Solicitors

Taylor Vinters Solicitors

Based in Cambridge We help clients from all walks of life look at the big picture and do this by acting as their personal chief financial officer. We use a consultative ...

  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
East of EnglandFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Willis Scott Financial Solutions

Willis Scott Financial Solutions

Based in Sunderland We are highly experienced in financial planning, we pride ourselves on offering top quality, independent advice that is designed specifically for you ...

  • Chartered Institution
  • 1/2 Chartered Financial Planners
The NorthChartered InstitutionChartered Financial PlannersAdvisory
Ferry Financial

Ferry Financial

Based in Birmingham We implement smart financial strategies for people with lots of money. Often this means creating sizeable tax savings. It also means making appropriat...

  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
West MidlandsFee-basedChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Redswan Wealth

Redswan Wealth

Based in Manchester Redswan Wealth is a trading name of Redswan Ltd, which is authorised and regulated by the Financial Services Authority.

  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
The NorthFee-basedChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Buryfield Grange Limited

Buryfield Grange Limited

Based in Chatham We enable our Clients to create, build and protect their wealth through a number of proven strategies. By spending time getting to know you, what mo...

  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
South EastFee-basedChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Hannay Robertson Wealth

Hannay Robertson Wealth

Based in Cambridge We focus on working with our clients to establish their goals and objectives, design a strategy and regularly monitor progress. We firmly believe that...

  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
East of EnglandFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Rutherford Wilkinson Ltd

Rutherford Wilkinson Ltd

Based in Newcastle upon Tyne As Chartered Financial Planners we set ourselves apart by having specialist departments delivering tailored services to a wide range of clients, inclu...

  • Chartered Institution
  • 4/16 Chartered Financial Planners
  • 1/16 Certified Financial Planners
The NorthChartered InstitutionChartered Financial PlannersCertified Financial PlannersAdvisory
Redbourne Wealth Management Ltd

Redbourne Wealth Management Ltd

Based in Bromsgrove Redbourne Wealth Management is an award winning IFA who specialises in advising high net worth individuals and families on helping to achieve their lo...

  • Chartered Institution
  • 1/4 Chartered Financial Planners
The MidlandsChartered InstitutionChartered Financial PlannersAdvisory
Myers Davison Ginger

Myers Davison Ginger

Based in Aylesbury Myers Davison Ginger Ltd are Chartered Financial Planners in Buckinghamshire, providing advice on investment, pensions, estate planning, mortgages and...

  • Chartered Institution
  • 2/10 Chartered Financial Planners
  • 2/10 Certified Financial Planners
South EastChartered InstitutionChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Chesterton House Financial Planning Ltd

Chesterton House Financial Planning Ltd

Based in Loughborough We practice Values-Based Financial Planning. By helping you to align your money choices with your deepest personal values, your Financial Plan will be...

  • Fee-based
  • 1/3 Chartered Financial Planners
  • 2/3 Certified Financial Planners
The MidlandsFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Harley Financial Services Ltd

Harley Financial Services Ltd

Based in Falkirk We are a firm of independent Chartered Financial Planners based in Central Scotland. As a small company we aim to provide a more personal service th...

  • Chartered Institution
  • 1/4 Chartered Financial Planners
Scotland and Northern IrelandChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
Ten Wealth Management

Ten Wealth Management

Based in Nottingham We are a firm of Independent Financial Advisers that is committed to providing excellent, personal service to professional and 'high net worth' indivi...

  • Fee-based
  • 1/2 Chartered Financial Planners
  • 1/2 Certified Financial Planners
The MidlandsFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Cassidy Coutts Donald & Partners Ltd

Cassidy Coutts Donald & Partners Ltd

Based in Fareham Cassidy Coutts Donald & Partners Ltd was established in 1993 and is based in the scenic village of Southwick. Primarily an investment advisory firm wi...

  • Chartered Institution
  • 1/6 Chartered Financial Planners
South EastChartered InstitutionChartered Financial PlannersDiscretionaryAdvisory
Paradigm Norton

Paradigm Norton

Based in Bristol Our Financial Planning process gets to the heart of helping you to determine your dreams, hopes, aspirations and plans. Having agreed a course of acti...

  • Fee-based
  • 3/11 Chartered Financial Planners
  • 11/11 Certified Financial Planners
South WestFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Grangewood Financial Management Ltd

Grangewood Financial Management Ltd

Based in Maldon We provide tailored investment solutions to create or protect your wealth combined with an holistic financial planning service. This includes inter-ge...

  • Fee-based
  • 1/2 Chartered Financial Planners
  • 1/2 Certified Financial Planners
South EastFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Anthony Harding & Partners Ltd

Anthony Harding & Partners Ltd

Based in Winchester Based in Winchester, we are a long established firm specialising in wealth management, investment, and financial planning services for private clients...

  • Fee-based
  • 2/3 Certified Financial Planners
South EastFee-basedCertified Financial PlannersAdvisory
Stafford & Co

Stafford & Co

Based in Hertford Stafford and Company was established by Mike and Phil Stafford in 1986. It provides comprehensive financial planning for a client base of approximate...

  • Fee-based
  • 2/2 Certified Financial Planners
South EastFee-basedCertified Financial PlannersAdvisory
Brett Investment Ltd

Brett Investment Ltd

Based in Melrose Brett Investment is an independent wealth management and financial planning firm, which specialises in working with individuals, families and trustees...

  • Fee-based
  • 1/1 Certified Financial Planners
Scotland and Northern IrelandFee-basedCertified Financial PlannersAdvisory
Equilibrium Asset Management LLP

Equilibrium Asset Management LLP

Based in Wilmslow Equilibrium is an award-winning firm of specialist wealth managers, based in Cheshire, offering a combination of financial and investment planning. T...

  • Fee-based
  • 3/5 Chartered Financial Planners
  • 2/5 Certified Financial Planners
The NorthFee-basedChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Kingswood Consultants Limited

Kingswood Consultants Limited

Based in Bicester Established in 1988 and incorporated in 2008, Kingswood Consultants Ltd are one of the UK's leading providers of Lifetime Financial Planning Services ...

  • Fee-based
  • 2/2 Certified Financial Planners
South EastFee-basedCertified Financial PlannersAdvisory
Friar Gate Independent Financial Services Ltd

Friar Gate Independent Financial Services Ltd

Based in Derby We are part of a medium sized firm of accountants and specialise in dealing with client referrals from professional practices. Formed in 2004, we wor...

  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
The MidlandsChartered Financial PlannersCertified Financial PlannersAdvisory
Financially Prudent (IFA) Ltd

Financially Prudent (IFA) Ltd

Based in Dunstable Financially Prudent is a small but proudly professional and honest firm delivering tailored services to private individuals and corporate clients. We ...

  • Fee-based
  • 1/1 Chartered Financial Planners
South EastFee-basedChartered Financial PlannersAdvisory
Tony Barber Financial Ltd

Tony Barber Financial Ltd

Based in Cardigan Tony Barber Financial provides Financial Planning and Investment Advice to individuals who see the importance of working closely with a trusted advise...

  • Fee-based
  • 1/1 Certified Financial Planners
WalesFee-basedCertified Financial PlannersAdvisory
Adrian Smith & Partners Ltd

Adrian Smith & Partners Ltd

Based in Coventry We were established in 1999 in central Solihull premises, before purchasing offices in Meriden in 2005. Our Financial Planning Directors are both "Cer...

  • Fee-based
  • 2/2 Certified Financial Planners
The MidlandsFee-basedCertified Financial PlannersDiscretionaryAdvisory
Swindells Financial Planning

Swindells Financial Planning

Based in Seaford At Swindells Financial Planning we are passionate about providing clients with individual and impartial advice, enabling them to feel confident and se...

  • Fee-based
  • 1/1 Certified Financial Planners
South EastFee-basedCertified Financial PlannersAdvisory
Milford & Dormor Solicitors

Milford & Dormor Solicitors

Based in Chard Milford & Dormor are a long established local firm of Solicitors with four offices across Devon and Somerset, whose partners are committed to providin...

  • Fee-based
  • 1/1 Certified Financial Planners
South WestFee-basedCertified Financial PlannersAdvisory
Reeve-Sims

Reeve-Sims

Based in Sheffield Although Reeve-Sims is only a small firm, with Mark Reeve as the sole adviser, we have been offering advice to our clients for over 18 years. This, i...

  • Fee-based
  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
The NorthFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Everett MacLeod Limited

Everett MacLeod Limited

Based in Tonbridge Everett MacLeod help our clients formulate and then live their IDEAL LIFE. Our service allows our clients to relax about their finances, have genuine...

  • Fee-based
  • 1/1 Certified Financial Planners
South EastFee-basedCertified Financial PlannersDiscretionaryAdvisory
Life Cycle Financial Planning Ltd

Life Cycle Financial Planning Ltd

Based in Bromley We are a friendly firm of fee-based Independent Financial Advisers based in Bromley, Kent, led by a Chartered Financial Planner and Actuary with 20 ye...

  • Fee-based
  • 1/1 Chartered Financial Planners
South EastFee-basedChartered Financial PlannersAdvisory
Asset & Investment Management Ltd

Asset & Investment Management Ltd

Based in Hampton Wick Asset & Investment Ltd has been looking after the interests of both private and corporate clients since 1979. We are privately owned, with over 1000 c...

  • Fee-based
  • 2/2 Certified Financial Planners
South EastFee-basedCertified Financial PlannersAdvisory
Combined Financial Strategies Ltd

Combined Financial Strategies Ltd

Based in Bath Business. Family. Employees. Personal goals. It's not easy balancing all of life's financial demands. Through careful, ongoing planning and clear advi...

  • Fee-based
  • 1/1 Chartered Financial Planners
South WestFee-basedChartered Financial PlannersDiscretionaryAdvisory
SMCG Wealth

SMCG Wealth

Based in Stonehaven SMCG Wealth is a specialist independent investment and financial planning consultancy established to meet the precise needs of those seeking truly imp...

  • Fee-based
  • 1/1 Certified Financial Planners
Scotland and Northern IrelandFee-basedCertified Financial PlannersDiscretionaryAdvisory
Wealth Connection

Wealth Connection

Based in Hastingwood As confirmed finalists at the prestigious Citywire 2011 New Model Adviser® of the Year awards, our unique advisory solutions have been independent...

  • Fee-based
  • 1/4 Chartered Financial Planners
  • 2/4 Certified Financial Planners
South EastFee-basedChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Centric Wealth Management Ltd

Centric Wealth Management Ltd

Based in Manchester Centric Wealth Management was established due to the overriding desire of the advisers to put their clients at the centre of everything they do by off...

  • Fee-based
  • 1/2 Certified Financial Planners
The NorthFee-basedCertified Financial PlannersAdvisory
IFS (Professional Connections)

IFS (Professional Connections)

Based in Essington We firmly believe financial planning should be uncomplicated, effective and affordable. Established in 1999 our financial planners have extensive e...

  • Fee-based
  • 1/2 Chartered Financial Planners
  • 1/2 Certified Financial Planners
The MidlandsFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Meridian Capital (GB) Ltd

Meridian Capital (GB) Ltd

Based in Rickmansworth Meridian Capital provides independent financial advice and wealth management services to private clients, companies and Trusts. Our services incorpora...

  • Fee-based
  • 1/2 Chartered Financial Planners
  • 1/2 Certified Financial Planners
South EastFee-basedChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Keeley & Co

Keeley & Co

Based in Birmingham We are a longstanding professional firm having origins back to 1928 but employing the technology of tomorrow. We offer financial life planning to cl...

  • Fee-based
  • 2/2 Chartered Financial Planners
The MidlandsFee-basedChartered Financial PlannersAdvisory
Blue Sky Financial Planning Ltd

Blue Sky Financial Planning Ltd

Based in Poole Blue Sky Financial Planning is a company of independent financial advisers offering bespoke financial advice. We are not owned by an institution or li...

  • Fee-based
  • 5/4 Certified Financial Planners
South WestFee-basedCertified Financial PlannersAdvisory
SWLaw Investment & Financial Planning Ltd

SWLaw Investment & Financial Planning Ltd

Based in Ivybridge The practice was established in 1990 and incorporated in 2003. It was rebranded last year to share a common brand with the legal practice owned and ru...

  • Fee-based
South WestFee-basedAdvisory
Bridgewater Financial Services Limited

Bridgewater Financial Services Limited

Based in Sale We are independent financial advisers in Sale Cheshire. We serve clients throughout the UK and overseas and place the care of our existing clients at ...

  • Fee-based
  • 1/2 Chartered Financial Planners
  • 1/2 Certified Financial Planners
The NorthFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Chartwell Financial Services Limited - part of The Lindley Group

Chartwell Financial Services Limited - part of The Lindley Group

Based in Altrincham The Lindley Group is a specialist financial services group offering a diversity of fee based services to both private client and corporate sectors. Th...

  • Fee-based
  • 4/5 Certified Financial Planners
The NorthFee-basedCertified Financial PlannersAdvisory
35 Finance Ltd

35 Finance Ltd

Based in Cambridge 35 Finance provides financial planning, investment planning, retirement planning, and estate planning to our clients. We are fully independent financi...

  • Fee-based
  • 1/3 Certified Financial Planners
East of EnglandFee-basedCertified Financial PlannersDiscretionaryAdvisory
Fiducia Wealth Management Ltd

Fiducia Wealth Management Ltd

Based in Colchester Fiducia Wealth Management provides high quality, independent and fee based financial planning advice as well as advisory investment management service...

  • Fee-based
  • 1/3 Chartered Financial Planners
East of EnglandFee-basedChartered Financial PlannersAdvisory
SG Wealth Management Ltd

SG Wealth Management Ltd

Based in Norwich SG Wealth Management was the first financial services company in the UK to be founded on the basis of providing a completely transparent, non-commissi...

  • Fee-based
East of EnglandFee-basedDiscretionary
Acumen Financial Planning

Acumen Financial Planning

Based in Aberdeen We are an independent financial planning practice, serving clients in Scotland and throughout the rest of the world. We are privately owned and tota...

  • Fee-based
  • 6/9 Certified Financial Planners
Scotland and Northern IrelandFee-basedCertified Financial PlannersDiscretionaryAdvisory
Meridan Park Associates Ltd

Meridan Park Associates Ltd

Based in Newbury Our friendly, efficient and ethical service translates the technical jargon of the financial world into plain English. We specialise in providing inv...

  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
South EastChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Tamar IFA Ltd

Tamar IFA Ltd

Based in Wokingham Tamar IFA Ltd was established in 1998 and we currently have 5 fully qualified consultants. We operate on a fee basis and our advice is completely unbi...

  • Fee-based
  • 5/5 Certified Financial Planners
South EastFee-basedCertified Financial PlannersAdvisory
Trentham Invest Ltd

Trentham Invest Ltd

Based in Dorking The company specialises in providing relationship based financial advice. In short, this means we work to understand what is really important to you, ...

  • Fee-based
South EastFee-basedDiscretionaryAdvisory
Accalon Associates Ltd

Accalon Associates Ltd

Based in Bedford We help our clients identify, achieve & maintain a desired "LIFESTYLE" without worrying about the money running out. How? By telling the truth about m...

  • Fee-based
  • 1/3 Certified Financial Planners
South EastFee-basedCertified Financial PlannersDiscretionaryAdvisory
Alpha Financial Consultants

Alpha Financial Consultants

Based in Torquay Alpha is a values-led business. Our aim is to provide leadership with integrity and creativity to ensure the financial well-being of our clients. This...

  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
South WestChartered Financial PlannersCertified Financial PlannersAdvisory
Delta Financial Management plc

Delta Financial Management plc

Based in Borehamwood Established in 1983 we are a firm of Independent Financial Planners. Our aims are to ensure that our clients feel valued, we are seen as their trusted...

  • Fee-based
  • 4/5 Certified Financial Planners
South EastFee-basedCertified Financial PlannersDiscretionaryAdvisory
Yellow Capital

Yellow Capital

Based in London W1J Yellow Capital Wealth Management is a HNW boutique investment advisory and holistic financial planning practice.

  • Fee-based
London and Greater LondonFee-basedDiscretionaryAdvisory
Willow Financial Management

Willow Financial Management

Based in Leicester Since the formation of Willow Financial Management in 1992 we have always strived to put our clients' best interests at the heart of everything we do,...

  • Fee-based
  • 2/7 Certified Financial Planners
The MidlandsFee-basedCertified Financial PlannersAdvisory
Values to Vision Financial Planning Ltd

Values to Vision Financial Planning Ltd

Based in London WD17 Small, client-focused practice helping people to make smart money decisions and so achieve their goals in life. Money is a means, not an end. We help...

  • Fee-based
London and Greater LondonFee-basedAdvisory
Capital Asset Management

Capital Asset Management

Based in London EC3V Successful wealth management is all about focusing on your future, and there's no better time to do so than right now. At Capital Asset Management, we...

  • Fee-based
  • 2/4 Chartered Financial Planners
  • 2/4 Certified Financial Planners
London and Greater LondonFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Navigator Financial Planning

Navigator Financial Planning

Based in Newry Navigator Financial Planning provides financial strategies to a select group of clients. We work with both trustees and private clients, specifically...

  • Fee-based
  • 1/2 Certified Financial Planners
Scotland and Northern IrelandFee-basedCertified Financial PlannersAdvisory
Midland Financial Solutions Ltd

Midland Financial Solutions Ltd

Based in Derby Midland Financial Solutions was formed from a desire to provide clients with financial advice that they can trust to be the most appropriate solution ...

  • Fee-based
The MidlandsFee-basedAdvisory
CTL Wealth Management Ltd

CTL Wealth Management Ltd

Based in Heywood Choosing a financial planning partner is one of the most important and difficult decisions that you can make. At CTL Wealth Management Ltd we are look...

  • Fee-based
The NorthFee-basedDiscretionaryAdvisory
Milestone Wealth Management Limited

Milestone Wealth Management Limited

Based in Esher Milestone Wealth Management is a fee based financial planning practice based in Esher, Surrey. We offer full holistic advice, specialising in providin...

  • Fee-based
  • 1/2 Chartered Financial Planners
South EastFee-basedChartered Financial PlannersAdvisory
David Hopkinson IFA Ltd

David Hopkinson IFA Ltd

Based in Wigton We aim to provide quality independent financial advice on a cost effective basis. Fees are charged where appropriate but we are happy to receive a com...

  • Fee-based
  • 1/1 Chartered Financial Planners
The NorthFee-basedChartered Financial PlannersAdvisory
Bluebond Financial Planning

Bluebond Financial Planning

Based in St Albans The sole adviser supported by four staff work entirely on fees only, and where commission is unavoidable this is returned to the client. He is qualif...

  • Fee-based
South EastFee-basedAdvisory
IWM Ltd

IWM Ltd

Based in Penzance Independence offers an integrated wealth management service to individuals in Europe, and in association with local partners to individuals resident i...

  • Fee-based
  • 2/2 Certified Financial Planners
South WestFee-basedCertified Financial PlannersAdvisory
R A Cowen & Partners (Financial Services) Ltd

R A Cowen & Partners (Financial Services) Ltd

Based in Mansfield As Lifestyle Financial Planners our objective is to establish the mutual trust and respect required to help our clients achieve and maintain their des...

  • Fee-based
  • 1/2 Chartered Financial Planners
The MidlandsFee-basedChartered Financial PlannersAdvisory
Aurora Financial Planning

Aurora Financial Planning

Based in Birmingham Directly authorised firm offering a truely impartial and unbiased financial planning service individually tailered for each client. Services includ...

  • 1/1 Chartered Financial Planners
  • 1/1 Certified Financial Planners
The MidlandsChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Wealth of Advice

Wealth of Advice

Based in Durham Financial adviser firm operating out of Durham, advice delivered by Chris Breward a Chartered Financial Planner. We deliver bespoke solutions to clie...

  • Fee-based
  • 1/2 Chartered Financial Planners
The NorthFee-basedChartered Financial PlannersAdvisory
Skerritts Chartered Financial Planners

Skerritts Chartered Financial Planners

Based in Hove Skerritt Consultants Limited is a firm of Independent Financial Advisers (IFAs) and Wealth Managers, dealing with all areas of Financial Services. Our...

  • Fee-based
  • 5/11 Chartered Financial Planners
South EastFee-basedChartered Financial PlannersDiscretionaryAdvisory
Investment Quorum Ltd

Investment Quorum Ltd

Based in London EC3V Investment Quorum is an award winning boutique independent wealth manager and by design wishes to stay this way. The interests of our clients are our ...

  • Fee-based
LondonFee-basedDiscretionaryAdvisory
Strategic Wealth Management

Strategic Wealth Management

Based in Sevenoaks Wealth managers and financial planners, we work with our clients to build, manage and protect their wealth within a comprehensive advisory service. Ou...

  • Fee-based
  • 1/4 Chartered Financial Planners
  • 1/4 Certified Financial Planners
South EastFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Clay Rogers & Partners Limited

Clay Rogers & Partners Limited

Based in Birmingham Clay Rogers is a fee-based financial planning advisory business. Our role is to help clients achieve lifetime goals through financial focus, prudent o...

  • Fee-based
  • 2/8 Chartered Financial Planners
  • 1/8 Certified Financial Planners
The MidlandsFee-basedChartered Financial PlannersCertified Financial PlannersAdvisory
Dentons Wealth

Dentons Wealth

Based in Godalming Dentons Wealth is based in the South East of England and provides high quality independent financial planning and investment advice to professionals a...

  • Fee-based
  • 3/4 Certified Financial Planners
South EastFee-basedCertified Financial PlannersDiscretionaryAdvisory
Future Asset Management LLP

Future Asset Management LLP

Based in Bridgend Future Asset Management LLP is a fee-based advisory business which offers a comprehensive financial planning service tailored to a client's specific n...

  • Fee-based
  • 1/3 Certified Financial Planners
WalesFee-basedCertified Financial PlannersDiscretionary
Watson Moore

Watson Moore

Based in London RM11 Watson Moore provides independent financial advice and services to individuals, businesses and other financial advisers. We have a unique approach to ...

  • Fee-based
LondonFee-basedAdvisory
Gem & Co Financial Services LLP

Gem & Co Financial Services LLP

Based in London SW19 Gem & Co offer clear, friendly and affordable advice at a pre-agreed cost. Our advisers have over 50 years of financial services industry experience,...

  • Fee-based
  • 1/3 Chartered Financial Planners
London and Greater LondonFee-basedChartered Financial PlannersAdvisory
Antrams Financial Services LLP

Antrams Financial Services LLP

Based in Brighton Antrams is a client focused business which operates on the principles of fairness and value for money. We are proud both of the long term relationship...

  • Fee-based
  • 2/15 Chartered Financial Planners
South EastFee-basedChartered Financial PlannersAdvisory
Watermark Financial Solutions Ltd

Watermark Financial Solutions Ltd

Based in Burnham-on-Sea Watermark Financial Solutions is a firm of fee based Independent Financial Advisers and Discretionary Investment Managers based in Burnham-on-Sea, Som...

  • Fee-based
  • 1/6 Certified Financial Planners
South WestFee-basedCertified Financial PlannersDiscretionaryAdvisory
Gibson Financial Planning Ltd

Gibson Financial Planning Ltd

Based in Co Londonderry Our team is committed to providing you with a highly valued, personal service, which will give you peace of mind that your finances are in very capable hands.

  • Fee-based
  • 1/2 Certified Financial Planners
Scotland and Northern IrelandFee-basedCertified Financial PlannersAdvisory
Lonsdale Financial Consulting Limited

Lonsdale Financial Consulting Limited

Based in Tunbridge Wells We can help you to fulfil your dreams - even if at this point you don't know what they are. Our role is to help you identify what you want from life;...

  • Fee-based
  • 1/2 Chartered Financial Planners
South EastFee-basedChartered Financial PlannersDiscretionaryAdvisory
Turcan Connell

Turcan Connell

Based in Edinburgh The philosophy on which Turcan Connell is founded is that the needs of private clients, charities and the owners and managers of land are most effecti...

  • Fee-based
  • 2/68 Chartered Financial Planners
  • 5/68 Certified Financial Planners
Scotland and Northern Ireland LondonFee-basedChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
Financial Relationships LLP

Financial Relationships LLP

Based in London EC1A We are Holistic Financial Independent Advisers based in Central London but also have advisers who cover home counties and Oxfordshire. We cover all ar...

  • Fee-based
London and Greater LondonFee-basedDiscretionaryAdvisory
The Wealth Care Partnership LLP

The Wealth Care Partnership LLP

Based in Fordingbridge The Wealth Care Partnership is an award winning company with Care Fees Specialists throughout the country. Providing support, guidance and financial ...

  • Fee-based
South EastFee-basedDiscretionaryAdvisory
Gemini Wealth Management Limited

Gemini Wealth Management Limited

Based in Sutton Coldfield Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both p...

  • Fee-based
The MidlandsFee-basedAdvisory
Ward Goodman

Ward Goodman

Based in Wimborne Ward Goodman Financial Services (WGFS) is part of the Ward Goodman Chartered Accountancy group which has been advising clients for over 30 years. Ward...

  • Fee-based
South WestFee-basedAdvisory
Nicholls Stevens Financial Services

Nicholls Stevens Financial Services

Based in Bristol Nicholls Stevens Financial Services was formed in 1986 by its Principal, Carole Nicholls, to give impartial financial advice on a fee basis. Carole is...

  • 2/3 Chartered Financial Planners
  • 1/3 Certified Financial Planners
South WestChartered Financial PlannersCertified Financial PlannersAdvisory
Burton and Fisher Financial Services

Burton and Fisher Financial Services

Based in Morecambe Burton and Fisher Financial Services offers Independent fee based advice from highly qualified advisers. We believe in personal service and in buildin...

  • Fee-based
The NorthFee-basedDiscretionaryAdvisory
Magus Financial Management Limited

Magus Financial Management Limited

Based in London NW1 The world of money and finances can be chaotic at the best of times. There are so many financial products and services out there to choose from - how ...

  • Fee-based
London and Greater LondonFee-basedAdvisory
Lynda Barber Independent Financial Planning Ltd

Lynda Barber Independent Financial Planning Ltd

Based in Inverness Lynda Barber Independent Financial Planning Ltd has been trading since 1st January 2006. The firm provides advice to a small number of clients who va...

  • Fee-based
Scotland and Northern IrelandFee-basedAdvisory
MASECO Private Wealth

MASECO Private Wealth

Based in London SW1Y MASECO Private Wealth provides wealth management services to expatriate American families living in the UK and Europe.

  • Fee-based
London and Greater LondonFee-basedDiscretionaryAdvisory
Green Financial

Green Financial

Based in London SW15 Ian Green has been a financial planner since 1995. His is a personal service for a limited number of clients. His view of financial planning is very s...

  • Fee-based
London and Greater LondonFee-basedAdvisory
Lowndes Halsden & Partners Limited

Lowndes Halsden & Partners Limited

Based in Cardiff Lowndes Halsden is a fast growing wealth advice business with its principal offices in Cardiff. Lowndes Halsden offers fee based, independent wealth a...

  • Fee-based
WalesFee-basedDiscretionaryAdvisory
Leggatts Financial Services

Leggatts Financial Services

Based in Dingwall Leggatts Financial Services are located in Dingwall in the North of Scotland covering all aspects of Financial Advice.

We aim to offer plain, sim...

  • Fee-based
Scotland and Northern IrelandFee-basedDiscretionaryAdvisory
The Planning Coach Limited

The Planning Coach Limited

Based in London EC2V The Planning Coach Limited is committed to supporting clients to achieve their financial objectives and in turn realise their life ambitions. We are b...

  • Fee-based
London and Greater LondonFee-basedDiscretionaryAdvisory
Positive Solutions

Positive Solutions

Based in Guisborough Tailored independent advice for individuals, families and businesses. Over fifteen years experience giving trusted, honest advice that puts clients first.

  • Fee-based
The NorthFee-basedAdvisory
Baigrie Davies & Co Ltd

Baigrie Davies & Co Ltd

Based in London EC1Y We advise those who wish to take control of all aspects of their financial affairs, with the ongoing help of a trusted adviser. Wealth planning and fi...

  • 3/11 Chartered Financial Planners
  • 5/11 Certified Financial Planners
London South EastChartered Financial PlannersCertified Financial Planners
Concept Financial Planning Ltd

Concept Financial Planning Ltd

Based in Reigate As independent financial planners we focus on two things: Our Clients and Our Advice. Our business is not based upon the continual push of financial p...

  • 1/2 Certified Financial Planners
South EastCertified Financial Planners
G & C Financial Services Ltd

G & C Financial Services Ltd

Based in Fareham G&C Financial Services Limited was formed in 2003 with offices in Fareham, Hampshire and Leamington Spa. Our aim is to provide our clients who are mai...

  • 2/2 Chartered Financial Planners
South EastChartered Financial PlannersAdvisory
Heritage Financial Advisers Ltd

Heritage Financial Advisers Ltd

Based in Newbury Heritage are a fee-based financial life planning practice, with over 50 years combined experience helping dentists and other high net-worth individual...

  • 1/2 Chartered Financial Planners
South EastChartered Financial PlannersDiscretionary
Master Adviser IFA Limited

Master Adviser IFA Limited

Based in London WC2A Master Adviser is a fiercely independent, fee-based and plain-English speaking firm of experienced financial mentors, which was voted Best Small Advis...

  • 1/7 Chartered Financial Planners
  • 1/7 Certified Financial Planners
London and Greater LondonChartered Financial PlannersCertified Financial PlannersDiscretionaryAdvisory
D J Lawrence & Associates

D J Lawrence & Associates

Based in Porthmadog D J Lawrence & Associates was established in 1976, with the intention of looking after the financial needs of clients in Gwynedd. Over the last few ye...

    WalesAdvisory

     
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