Adviser Finder - Citywire Money

Terms and conditions

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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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.

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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 North	Fee-based	Chartered Institution	Chartered Financial Planners		Discretionary	Advisory
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 Midlands	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 Ireland	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 Midlands	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 Midlands	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 East	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 West	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 Midlands	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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	Wales	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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	London	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
Shore Financial Planning	Shore Financial Planning Based in Plymouth Alison became an IFA after 10 years experience working for investment houses in London.Â 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 West	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 West	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 Ireland	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 North	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 North	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 West	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 North	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 Ireland	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 Ireland	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 London	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
Index Fund Advisors Ltd	Index Fund Advisors Ltd 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 1/2 Chartered Financial Planners 2/2 Certified Financial Planners	The Midlands	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 London	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 3/4 Chartered Financial Planners 1/4 Certified Financial Planners	The Midlands	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 East	Fee-based	Chartered Institution		Certified Financial Planners	Discretionary	Advisory
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 England	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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	London	Fee-based	Chartered Institution	Chartered Financial Planners		Discretionary	Advisory
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 London	Fee-based	Chartered Institution	Chartered Financial Planners		Discretionary	Advisory
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 Midlands	Fee-based	Chartered Institution	Chartered Financial Planners			Advisory
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 London	Fee-based	Chartered Institution	Chartered Financial Planners		Discretionary	Advisory
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 2/3 Chartered Financial Planners 3/3 Certified Financial Planners	The Midlands	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 2/4 Chartered Financial Planners 3/4 Certified Financial Planners	South East	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners	Discretionary
Mearns & Company Ltd	Mearns & Company Ltd Based in Edinburgh 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		Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 London	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 East	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 East	Fee-based	Chartered Institution	Chartered Financial Planners			Advisory
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 East	Fee-based	Chartered Institution	Chartered Financial Planners		Discretionary	Advisory
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 West	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 West	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 London	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 East	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 North	Fee-based		Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 West	Fee-based	Chartered Institution	Chartered Financial Planners			Advisory
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 East	Fee-based	Chartered Institution	Chartered Financial Planners		Discretionary	Advisory
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 London	Fee-based	Chartered Institution			Discretionary	Advisory
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 West	Fee-based	Chartered Institution	Chartered Financial Planners			Advisory
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		Fee-based	Chartered Institution	Chartered Financial Planners			Advisory
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	Wales	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 West	Fee-based	Chartered Institution	Chartered Financial Planners		Discretionary	Advisory
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 East	Fee-based	Chartered Institution	Chartered Financial Planners		Discretionary	Advisory
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	London		Chartered Institution	Chartered Financial Planners		Discretionary	Advisory
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 1/4 Chartered Financial Planners	The North	Fee-based	Chartered Institution	Chartered Financial Planners			Advisory
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 North	Fee-based	Chartered Institution	Chartered Financial Planners		Discretionary	Advisory
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 North	Fee-based	Chartered Institution	Chartered Financial Planners			Advisory
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 North	Fee-based	Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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	The North	Fee-based	Chartered Institution	Chartered Financial Planners			Advisory
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	Wales		Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 Midlands	Fee-based		Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 West	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 3/4 Chartered Financial Planners	South West		Chartered Institution	Chartered Financial Planners		Discretionary	Advisory
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 East		Chartered Institution	Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 East	Fee-based		Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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	Wales	Fee-based			Certified Financial Planners		Advisory
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 Ireland	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 Midlands	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 North	Fee-based		Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 England	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 North		Chartered Institution	Chartered Financial Planners			Advisory
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 Midlands	Fee-based		Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 North	Fee-based		Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 East	Fee-based		Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 North		Chartered Institution	Chartered Financial Planners	Certified Financial Planners		Advisory
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 Midlands		Chartered Institution	Chartered Financial Planners			Advisory
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 East		Chartered Institution	Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 Midlands	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 Ireland		Chartered Institution	Chartered Financial Planners		Discretionary	Advisory
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 Midlands	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 East		Chartered Institution	Chartered Financial Planners		Discretionary	Advisory
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 West	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 East	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 East	Fee-based			Certified Financial Planners		Advisory
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 East	Fee-based			Certified Financial Planners		Advisory
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 Ireland	Fee-based			Certified Financial Planners		Advisory
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 North	Fee-based		Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 East	Fee-based			Certified Financial Planners		Advisory
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 Midlands			Chartered Financial Planners	Certified Financial Planners		Advisory
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 East	Fee-based		Chartered Financial Planners			Advisory
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	Wales	Fee-based			Certified Financial Planners		Advisory
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 Midlands	Fee-based			Certified Financial Planners	Discretionary	Advisory
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 East	Fee-based			Certified Financial Planners		Advisory
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 West	Fee-based			Certified Financial Planners		Advisory
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 North	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 East	Fee-based			Certified Financial Planners	Discretionary	Advisory
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 East	Fee-based		Chartered Financial Planners			Advisory
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 East	Fee-based			Certified Financial Planners		Advisory
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 East	Fee-based		Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 North	Fee-based			Certified Financial Planners		Advisory
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 Midlands	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 East	Fee-based		Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 Midlands	Fee-based		Chartered Financial Planners			Advisory
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 West	Fee-based			Certified Financial Planners		Advisory
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 West	Fee-based					Advisory
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 North	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 North	Fee-based			Certified Financial Planners		Advisory
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 England	Fee-based			Certified Financial Planners	Discretionary	Advisory
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 England	Fee-based		Chartered Financial Planners			Advisory
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 England	Fee-based				Discretionary
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 Ireland	Fee-based			Certified Financial Planners	Discretionary	Advisory
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 East			Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 East	Fee-based			Certified Financial Planners		Advisory
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 East	Fee-based				Discretionary	Advisory
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 East	Fee-based			Certified Financial Planners	Discretionary	Advisory
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 West			Chartered Financial Planners	Certified Financial Planners		Advisory
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 East	Fee-based			Certified Financial Planners	Discretionary	Advisory
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 London	Fee-based				Discretionary	Advisory
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 Midlands	Fee-based			Certified Financial Planners		Advisory
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 London	Fee-based					Advisory
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 London	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 Ireland	Fee-based			Certified Financial Planners		Advisory
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 Midlands	Fee-based					Advisory
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 North	Fee-based				Discretionary	Advisory
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 East	Fee-based		Chartered Financial Planners			Advisory
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 North	Fee-based		Chartered Financial Planners			Advisory
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 East	Fee-based					Advisory
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 West	Fee-based			Certified Financial Planners		Advisory
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 Midlands	Fee-based		Chartered Financial Planners			Advisory
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 Midlands			Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 North	Fee-based		Chartered Financial Planners			Advisory
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 East	Fee-based		Chartered Financial Planners		Discretionary	Advisory
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	London	Fee-based				Discretionary	Advisory
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 East	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 Midlands	Fee-based		Chartered Financial Planners	Certified Financial Planners		Advisory
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 East	Fee-based			Certified Financial Planners	Discretionary	Advisory
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	Wales	Fee-based			Certified Financial Planners	Discretionary
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	London	Fee-based					Advisory
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 London	Fee-based		Chartered Financial Planners			Advisory
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 East	Fee-based		Chartered Financial Planners			Advisory
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 West	Fee-based			Certified Financial Planners	Discretionary	Advisory
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 East	Fee-based		Chartered Financial Planners		Discretionary	Advisory
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 London	Fee-based		Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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 London	Fee-based				Discretionary	Advisory
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 East	Fee-based				Discretionary	Advisory
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 Midlands	Fee-based					Advisory
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 West	Fee-based					Advisory
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 West			Chartered Financial Planners	Certified Financial Planners		Advisory
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 North	Fee-based				Discretionary	Advisory
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 London	Fee-based					Advisory
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 Ireland	Fee-based					Advisory
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 London	Fee-based				Discretionary	Advisory
Gibson Financial Planning Ltd	Gibson Financial Planning Ltd Based in Coleraine We are an independent firm of financial advisers with a refreshing and vibrant approach to true financial planning. We work with a diverse mix of cli... Fee-based	Scotland and Northern Ireland	Fee-based					Advisory
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 London	Fee-based					Advisory
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 East			Chartered Financial Planners	Certified 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 East				Certified Financial Planners
Dhanda Financial	Dhanda Financial Based in Newcastle upon Tyne Dhanda Financial is a long established firm in the heart of Newcastle, providing independent, comprehensive financial advice for individuals and busin... 1/2 Certified Financial Planners	The North				Certified Financial Planners		Advisory
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 East			Chartered Financial Planners			Advisory
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 East			Chartered Financial Planners		Discretionary
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 London			Chartered Financial Planners	Certified Financial Planners	Discretionary	Advisory
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...	Wales						Advisory
Church's Financial Planning Ltd	Church's Financial Planning Ltd Based in Nr Farnham Church's Financial Planning is a firm of financial planners offering independent fee based advice. We are located on the outskirts of Farnham, Surrey ... 3/6 Certified Financial Planners	South East				Certified Financial Planners		Advisory
Muir Consultancy	Muir Consultancy Based in Newton Stewart Muir Consultancy was formed in 2000 and is a small practice attached to a large Network of IFA's offering a very service focused proposition. Lex Mui... 1/1 Certified Financial Planners	Scotland and Northern Ireland				Certified Financial Planners	Discretionary	Advisory
Credencis Ltd	Credencis Ltd Based in Nottingham We work with several medium sized firms of accountants and specialise in dealing with client referrals from professional practices. Formed in 2005, we... 1/1 Certified Financial Planners	The Midlands				Certified Financial Planners		Advisory
Verity Wealth Management LLP	Verity Wealth Management LLP Based in Washington Verity Wealth Management is a small firm of local advisers based in the North East of England working with individuals and small businesses to tailor ... 1/2 Chartered Financial Planners	The North			Chartered Financial Planners			Advisory
Shore Financial Planning (Dorset) Ltd	Shore Financial Planning (Dorset) Ltd Based in Bournemouth Shore Financial Planning was set up over four years ago, By Alison (Plymouth) and Lisa (Dorset) to have a company that maintains consistently high sta... 1/1 Chartered Financial Planners	South West			Chartered Financial Planners			Advisory
Ad Valorem Wealth Management LLP	Ad Valorem Wealth Management LLP Based in Newcastle-under-Lyme Ad Valorem Wealth Management LLP is a thoroughly modern practice of Independent Financial Advisers who adhere to timeless traditional values. The vast...	The Midlands					Discretionary	Advisory
Arch Financial Planning Ltd	Arch Financial Planning Ltd Based in Cranleigh Arch Financial Planning Limited is a family owned company which has been based in Cranleigh, Surrey, for over 20 years. Far from being stuck in the p... 1/8 Chartered Financial Planners 1/8 Certified Financial Planners	South East			Chartered Financial Planners	Certified Financial Planners		Advisory
Warwick Butchart Associates Ltd	Warwick Butchart Associates Ltd Based in Cheltenham Warwick Butchart Associates was formed in 1981 and is one of the most well known independent financial advisers in the South West. Senior management, ...	South West						Advisory
Landmark IFA Ltd	Landmark IFA Ltd Based in Bourne Landmark IFA was formed by Kevin Mullins in 2004 and has built its success and reputation in providing a comprehensive, professional service offering ...	East of England					Discretionary	Advisory
JM Glendinning Life + Pensions Ltd	JM Glendinning Life + Pensions Ltd Based in Leeds JM Glendinnings was formed in the early 1970s by John and Joan Glendinning. Originally a Commercial Insurance brokerage, JM Glendinning Life + Pension...	The North						Advisory
Almary Green Investments Ltd	Almary Green Investments Ltd Based in Norwich Fairness and high standards of service are the keystones of the Almary Green client offering. Our advisers are both experienced and qualified to the h... 1/13 Certified Financial Planners	East of England				Certified Financial Planners	Discretionary	Advisory
ARW Wealth Managers Ltd	ARW Wealth Managers Ltd Based in Norwich Founded in 2001 ARW Wealth Managers Ltd believe that financial planning should be conducted on a holistic basis - that is, providing appropriate advic...	East of England
Wellington Financial Management Ltd	Wellington Financial Management Ltd Based in Sapcote Formed in 2006 Wellington prides itself in developing life long relationships with its clients. By the use of technology our advisers can provide an i...	The Midlands					Discretionary	Advisory
LaterLiving Ltd	LaterLiving Ltd Based in Chesterfield LaterLiving is widely recognised as one of the leading equity release specialists in the UK. We hold 3 national awards for client service & regularly ...	The Midlands						Advisory
Go IFA Ltd	Go IFA Ltd Based in Tewkesbury A fully post-RDR ready firm, we pride ourselves on giving impartial advice to our clients. We offer our clients a range of service standards ensuring ...	South West					Discretionary	Advisory
GreenSky Wealth	GreenSky Wealth Based in Norwich In the forever changing landscape of Financial Services, GreenSky is committed to providing clear and concise solutions for all our clients. Building ...	East of England						Advisory

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