Find financial planners near you

You won't find the usual financial services stereotypes here! We're real people with real life experience - entrepreneurs with backgrounds as diverse as the armed forces, world travel and the creative industries. If you're passionate about helping people create the lifestyle they've always wanted and you're not afraid to do things differently, we'd

Your financial journey is one of life's most important. It makes all other destinations possible. We believe no-one should set off on such a major expedition without an experienced and enthusiastic guide. Ask any explorer and they'll tell you the most important stage is planning. That's why we take time to sit down with you and find out about your aspirations

Our principal Financial Planner, Andrew Woolhouse, has worked in the financial services profession for over 15 years. Andrew founded iWealth in 2012. Here he specialises in working with high earners, business owners and people at retirement, providing bespoke advice on pensions, Inheritance Tax and estate planning. Andrew takes pride in helping people

Financial planners here to support you in achieving, growing and maintaining financial security for yourself, your business and your family. Financial planning for clarity and control over your situation, and peace of mind over your future. With accountants and solicitors to ensure their clients objectives are met in the most tax efficient manner possible

We are independent financial planners advising clients across the UK from offices in Liverpool. Douglas White was set-up by Chris Douglas in 2012 with a very straight-forward aim: to simplify the complexities of financial planning. After years of helping clients to achieve their goals, we recognise that your financial needs may be complicated, but the

Here at Foresight we have been successfully guiding clients through complex financial markets since 1997. Whether you require personal or corporate advice, Foresight can help you make sound financial decisions for you, your family, and your business. We offer a variety of services that can be tailored to suit your individual needs. Personal and corporate

Pareto Financial Planning Limited is a Manchester based award-winning firm of Independent Financial Advisers (IFAs) founded in 2008 by John Stevenson and George Chantry, who have decades of financial planning experience between them. The company has enjoyed continuous growth and employs an expert team of over fifty. We work with a diverse range of

We offer financial planning advice on a wide range of areas that may affect you, your family and your business. The retirement and pensions specialists at True Bearing offer highly qualified advice tailored to your specific needs and circumstances to create a plan that aligns with your life goals. At True Bearing, we are here to provide high-quality

The Financial Conduct Authority do not regulate wills, inheritance tax planning and trusts. Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Shaun's analytical approach to my portfolio impressed me and it turned out a success story. I totally trust him and would not hesitate in recommending him. Entrusting my savings to Shaun's management has been a great decision. He explained my options clearly and without jargon and everything has been done as he said it would be. I am delighted to find