Accord Financial Management Ltd

County House
3 Shelley Road
Worthing
West Sussex
BN11 1TT

01903 770767

Jason Bant

Principal Partner

Paul Roper

Principal Partner

AFL Financial Planning Services

Lower ground Floor
24 Nith Place
Dumfries
DG1 2PN

01387 254 780

John Murdoch

Principal Partner

Paul Malin - Principal Partner

Paul Malin

Principal Partner

Alexander House Financial Services Ltd

3 More London Riverside
London
SE1 2RE

jane.hodges@alexanderhousefs.co.uk

02070 220 886

Nick Kelly

Principal Partner

Jane Hodges

Principal Partner

Apex Wealth Management Ltd

4 Bramble Street
Derby
DE1 1HU

01332 294 200

Damian Fowkes - Principal Partner

Damian Fowkes

Principal Partner

Graham Davis

Principal Partner

Apropos Wealth Management

23 Austin Friars
London
United Kingdom
EC2N 2QP

0207 979 2037

Iain Fullarton - Principal Partner

Iain Fullarton

Principal Partner

Aqua Sulis Financial Management Ltd

The Old Mortuary
Church Street
Radstock
Somerset
BA3 3QQ

aquasulis.co.uk

01761 439986

Paul Lewis - Principal Partner

Paul Lewis

Principal Partner

Aqua Sulis Independent Servicing

The Old Mortuary
Church Street
Radstock
Somerset
BA3 3QQ

aquasulis.co.uk

01761 439986

Paul Lewis - Principal Partner

Paul Lewis

Principal Partner

At Retirement Options Financial Services Ltd

15 Rosemoor Gardens
Appleton
Warrington
Cheshire
WA4 5RF

denis@at-retirement-options.co.uk

01925 211 187

Denis Penswick

Principal Partner

Avidity Wealth Management

Suite 1 Phoenix House
63 Campfield Road
St Albans
AL1 5FL

01727 898 880

Peter Ambrose

Principal Partner

Timothy Yates

Principal Partner

Balmoral Wealth Management Limited

139-141 Cambridge Road
Southport
Merseyside
PR9 7LN

01704 507111

Paul Davies - Principal Partner

Paul Davies

Principal Partner

Barlow Barton IFA

Building 3
City West Gelderd Road
Leeds
Yorkshire
LS12 6LN

0113 251 2135

Linda Hopson

Principal Partner

Barlow Barton Limited

4 Dore Close
Sheffield
Yorkshire
S17 3PU

01142 352628

Brian Northfield - Principal Partner

Brian Northfield

Principal Partner

BCJ Financial Planning Limited

Longbarn Floodgates
Castle Lane
West Grinstead
RH13 8LH

01403 713 122

Philip Bowen

Principal Partner

Bespoke Wealth Solutions Ltd

137 Bader Gardens
Slough
SL1 9DL

01753358471

Preeta Arora

Principal Partner
preeta@bespokewealthsolutions.com

Bloomfield & Associates Ltd

Top Floor Offices
Minster House
The Commons
Shaftesbury
SP7 8JL

adam@bloomfieldifa.com

01747 855 322

Adam Bloomfield - Principal Partner

Adam Bloomfield

Principal Partner

Blue Atlas Wealth Limited

17 Cambourne Avenue
Ealing
London
W13 9QY

fretten.s@blueatlaswealth.co.uk

0203 0510 707

Sebastian Fretten - Principal Partner

Sebastian Fretten

Principal Partner

BUTLER Capital LLP

Hesketh Mount
Lord Street
Southport
Merseyside
PR8 1JR

01704 504375

Jamie Butler - Principal Partner

Jamie Butler

Principal Partner
01704 504375

Byrne & Ferns Ltd.

Bantry Bay House
15 Anchor Street
Southport
Merseyside
PR9 0UT

01704 500909

Jim Byrne - Principal Partner

Jim Byrne

Principal Partner

Tony Ferns - Principal Partner

Tony Ferns

Principal Partner

C Heslop Financial Services Ltd

3 Holyrood Close
Prestwich
Manchester
Lancs
M25 1QD

cheslopfinancialadviser@outlook.com

01617 730 503

Chris Heslop

Principal Partner

Camargue Chambers LLP

The Box
Brooke Court, Lower Mead Road
Wilmslow
Cheshire
SK9 3ND

03000 309901

Andrew Jarvis - Principal Partner

Andrew Jarvis

Principal Partner

Brian Green - Principal Partner

Brian Green

Principal Partner

Richard Pepall - Principal Partner

Richard Pepall

Principal Partner

Camargue House LLP

Wimborne House
46 St. Georges Road
Bolton
BL1 2DD

01204 365 379

Chris Bowden

Principal Partner

Howard Spargo

Principal Partner

Campbell Alexander Financial Management Ltd

Yett Farm Woodhall Road
Braidwood
Carluke
Lanarkshire
ML8 5NF

derek@cafinancial.co.uk

01555 860 012

Derek Campbell

Principal Partner

Capital Manor Financial Advisors Limited

17 Manor Road
Caddington
Luton
LU1 4EE

01582 414 514

Martin Pitkeathly

Principal Partner

Paul Gregory

Principal Partner

CFC Financial Services

CFC house
Woodseats Close
Sheffield
Yorkshire
S8 0TB

0114 258 0123

Andrew Langdale - Principal Partner

Andrew Langdale

Principal Partner

Charles Dean Limited

Oak House A, Ransom Wood
Southwell Road W
Mansfield
Nottinghamshire
NG21 0HJ

steve@charlesdeanuk.com

01623 287984

John Hurst - Principal Partner

John Hurst

Principal Partner

Stephen Pratt - Principal Partner

Stephen Pratt

Principal Partner

Charterhall Financial Planning

Bowling Green Farm
Worcester Road
Bromsgrove
B61 7HZ

philthomas@charterhall.org

01527 880 220

Philip Thomas

Principal Partner

Chris Bell Associates Ltd

704 King Lane
Alwoodley
Leeds
Yorkshire
LS17 7AW

chrisbellassociates.co.uk

01132678000

Chris Bell - Principal Partner

Chris Bell

Principal Partner

Cobalt Wealth Ltd

Osbourne House
10 The Crescent
Northwich
Cheshire
CW9 8AD

07775 946723

Andrew Simpson

Principal Partner
andrew@cobaltwealth.co.uk

Compass Financial Planning & Employment Benefits Ltd

Unit 7, Chilgrove Business Centre
Chilgrove Park Road
Chilgrove Nr Chichester
PO18 9HU

andy@financialcompass.co.uk

01243850975

Andrew Hawthorn - Principal Partner

Andrew Hawthorn

Principal Partner

James Mouland

Consilium Financial Management

115a Dukes Avenue
Muswell Hill
London
M10 2QD

Tuli Ghosh

Principal Partner

Continuum (Financial Services) LLP

Falcon House
Eagle Road
Plymouth
PL7 5JY

martin@mycontinuum.co.uk

01752 349 795

Martin Brown - Principal Partner

Martin Brown

Principal Partner

Cowie Financial Services

1 Fairville Close
Hartford Grange
Cramlington
NE23 3GJ

01670 717 331

Brian Cowie

Principal Partner

Susan Cowie

Principal Partner

CSM Financial Solutions Limited

Tudor Lodge
Folly Road
Inkpen
Hungerford
RG17 9QB

caroline@csmfinancialsolutions.com

01488 647 237

Caroline Matthews

Principal Partner

DAH Financial Planning Limited

Suite 3, Dorial House
89A New Road Side
Horsforth
Leeds
LS18 4QD

david@dahfp.co.uk

01133 229 741

David Holder

Principal Partner

Decillion Financial Planning Ltd

30 Fordwater Road
Chertsey
KT16 8HS

alan@decillionifa.co.uk

01932 881 743

Alan McCLean

Principal Partner

Derwent Financial Planning LLP

Suite 2 Acorn Place
Alfreton Road
Derby
DE21 4AS

andy.boiling@derwentfp.co.uk

01332 913 060

Andy Boiling - Principal Partner

Andy Boiling

Principal Partner

Darren Wheatcroft - Principal Partner

Darren Wheatcroft

Principal Partner

Donald S Finlayson

16 Garden Rose Path
Maybole
Ayrshire
KA19 8AG

donald@dsfwm.co.uk

01655 883 536

Donald Finlayson - Principal Partner

Donald Finlayson

Principal Partner

Elementary Investments

258 Eltham Avenue
Cippenham
Slough
SL1 5AF

joe.coten@elem-inv.com

01753 531 994

Joe Coten

Principal Partner

Essentially Financial Limited

Bishops House Walk
19-23 High Street
Pinner
Middlesex
HA5 5PJ

les@essentiallyfinancial.co.uk

02031 375 398

Les Conway

Principal Partner

Finura Partners

Level 2 Juxon House
100 St Paul's Churchyard
London
EC4M 8BU

James Herman - Principal Partner

James Herman

Principal Partner

Nathan Mead-Wellings - Principal Partner

Nathan Mead-Wellings

Principal Partner
+44 (0)20 3102 7733
nmw@finurapartners.com

Roger Murphy - Principal Partner

Roger Murphy

Principal Partner

Toby Owen-Browne - Principal Partner

Toby Owen-Browne

Principal Partner

Focused Financial Planning LLP

Miller House
43-51 Lower Stone Street
Maidstone
ME15 6GB

01622 804 504

James Etheridge

Principal Partner

Lucy Etheridge

Principal Partner

Footes Financial Planning Uk Limited

Innovation Centre, 1 Devon Way
Longbridge Technology Park
Birmingham
B31 2TS

lisa@footes-financialplanning.co.uk

0121 2225655

Lisa Footes

Principal Partner

GCA Financial Planning Ltd

Shincliffe Grange
High Shincliffe
Durham
DH1 2PR

info@gcadurham.com

0191 384 0444

Geoff Cook - Principal Partner

Geoff Cook

Principal Partner

Gordon MacLeod Financial Services

2 Forest Cottages
The Reeds
Frensham
Farnham
GU10 3BP

gordon@macleodfs.com

01252 790 310

Gordon MacLeod

Principal Partner

Grainger Financial Planning Limited

St Peters Gate
Charles Street
Sunderland
SR6 0AN

01915 561 006

Mike McGurrell

Principal Partner

Paul Clough

Principal Partner

Green Rose Financial Services Ltd

Beckenried
Bury Road
Wickhambrook
CB8 8PD

jason@green-rose.co.uk

08456 344 606

Jason Green

Principal Partner

Harcourt Financial Planners Ltd

2 High Street
Fleckney
Leicester
LE8 8AJ

damian@harcourtfinancial.com

01162 403 267

Damian Mitchell

Principal Partner

Hardie Caldwell Financial Solutions Ltd

Citypoint 2
25 Tyndrum Street
Glasgow
G4 0JY

01413 319 605

Brian McQuarrie

Principal Partner

Robert Mackay

Principal Partner

Harmer Financial Services Limited

Kings Meadows
Fordcombe Road
Fordcombe
Kent
TN3 0RT

graham.harmer@harmerfsl.co.uk

01892 740999

Graham Harmer

Principal Partner

Hazlems FS Ltd

11 Weymouth Street
London
W1W 6DD

nickjones@hazlemsfs.com

02072 900 100

Nick Jones

Principal Partner

Henden Independent Financial Advisers Ltd

Finance House
27 Rugeley Road
Chase Terrace
Burntwood
WS7 1AG

01543 302 210

Debbie Henden

Principal Partner

Shaun Henden

Principal Partner

Henderson Stone and Co Ltd

McCafferty House
99 Firhill Road
Glasgow
G20 7BE

hendersonstone.co.uk

0141 352 7800

Sam Henderson - Principal Partner

Sam Henderson

Principal Partner

HK Financial Solutions Ltd

Matthew Murray House
97 Water Lane
Leeds
LS11 5QN

jeremy.libbert@hkfs.co.uk

0161 643 8877

Jeremy Libbert

Principal Partner

Innovate Wealth Management Ltd

Ben Arran House
Suite 4C
Wigwam Lane
Hucknall
NG15 7SZ

0115 963 4944

Darren Ward

Principal Partner

Paul Hyde

Principal Partner

IQ Wealth Management

Aileen McHugo Building
Westmoore Green
Tatsfield
TN16 2AX

philip@iqwealthmanagement.co.uk

01959 571 300

Philip Clark - Principal Partner

Philip Clark

Principal Partner

J&P Financial Services Ltd

5 Oversley Road
Minworth
Sutton Coldfield
B76 1XA

01212 410 359

John Flinders

Principal Partner

Rachel Flinders

Principal Partner

Simon Flinders

Principal Partner

John Davies Financial Consultancy

6 Bowker House
Lee Mill Bridge
Ivybridge
Devon
PL21 9EF

0845 370 0070

John Davies - Principal Partner

John Davies

Principal Partner

John Hall Financial Services

15-16 Bond Street
Yeovil
Somerset
BA21 3TY

01935472774

John Hall

Principal Partner
01935472774
john.hall57@btopenworld.com

Kay Capital Management

40 Hoghton Street
Southport
PR9 0PQ

Richard@kaycapitalmanagement.co.uk

01704533111

Richard Kay - Principal Partner

Richard Kay

Principal Partner

Kingsley James Wealth Management

West Lancashire Investment Centre
White Moss Business Park, Maple View
Skelmersdale
Lancashire
WN8 9TG

stuart.mcdonald@kingsleyjames.co.uk

01695 712 600

Stuart McDonald

Principal Partner

Lee Warriner & Co Ltd

The Barns
Stretton Road
Warrington
Cheshire
WA4 4NP

0870 787 9277

Simon  Lovatt - Principal Partner

Simon Lovatt

Principal Partner

Life-Plans Direct

3 Fernhurst Road
Croydon
CR0 7DJ

pauloneill@lifeplansdirect.co.uk

02086 551 240

Paul O'Neill

Principal Partner

MacArthur Gordon Ltd

Osbourne House
3-5 Portland Road
Hythe
CT21 6EG

calum@macarthurgordon.co.uk

01303 266 258

Calum MacArthur

Principal Partner

Mackay Hall Financial Services Ltd

2 Coates Crescent
Edinburgh
EH3 7AL

01315 160 001

Clare Mackay

Principal Partner

Stewart Mackay

Principal Partner

Mackenzie Financial Planning Ltd

Suite 4 The Exchange
Bank Street
Bury
BL9 0DN

0161 763 1950

Jane Holt

Principal Partner

Paul Jones

Principal Partner

Martin Jones

39 Broadstones
Monkton Farleigh
Bradford on Avon
BA15 2QA

martin.jones93@btinternet.com

01225 851 002

Martin Jones

Principal Partner

Martin Penn Financial Services Ltd

12 Parc-Y-Llan
Cilcain
Mold
CH7 5NF

martinpenn@btconnect.com

01352 741 386

Martin Penn - Principal Partner

Martin Penn

Principal Partner

Simon Williams -

Simon Williams

Meridian Advice Ltd

Spaceworks
Benton Park Road
Newcastle upon Tyne
Tyne and Wear
NE7 7LX

admin@meridianadvice.co.uk

0191 223 6770

Trevor Holmes - Principal Partner

Trevor Holmes

Principal Partner

Michael Beardsley Wealth Management Ltd

455 Queensferry Road
Edinburgh
EH4 7NB

0131 4761393

Jacqueline Beardsley

Principal partners
bjacky@hotmail.co.uk

Michael Beardsley

Principal partners
mrbeardsley@outlook.com

Millfield Capital Limited

23 Heol y Deri
Rhiwbina
Cardiff
Cardiff
CF14 6YF

gary.powling@millfieldcapital.com

029 2052 7120 Fax: 029 2061 4666

Gary Powling -

Gary Powling

Millfield Wealth Limited

23 Heol y Deri
Rhiwbina
Cardiff
Cardiff
CF14 6YF

gary.powling@millfieldwealth.com

029 2052 7130 Fax: 029 2061 4666

Gary Powling - Principal Partner

Gary Powling

Principal Partner

Moneyfax FPS Ltd

3a King Street
Worcester
WR1 2NX

ph@moneyfaxfps.co.uk

01905 739 123

Paul Horsley

Principal Partner

Moneytree Financial Solutions Ltd

Unit 5, Venture Point
Stanney Mill Road
Chester
Cheshire
CH2 4NE

01244 470107

Paul Forster - Principal Partner

Paul Forster

Principal Partner

Moss Mortgages Ltd

1 Princes Street
Doncaster
DN1 3NJ

anita@mosspm.co.uk

01302 730 077

Anita Gandhi

Principal Partner

Packenham Limited

65 Viceroy Close
Edgbaston
Birmingham
B5 7UT

john.pottinger@packenhamw.com

01216 630 865

John Pottinger - Principal Partner

John Pottinger

Principal Partner

Parker Castle (Professional Partners) Limited

5 Griggs Business Centre
West Street
Coggeshall
Colchester
CO6 1NT

gljackson@parkercastle.com

Grahame Jackson

Principal Partner

Nigel Castle

Principal Partner

Parker Castle Limited

5 Griggs Business Centre
West Street
Coggleshall
Essex
CO6 1NT

gljackson@parkercastle.com

01376 564 660

Grahame Jackson

Principal Partner

Nigel Castle

Principal Partner

Paul Kerr Associates

7 Winpenny Close
Yarm
Cleveland
TS15 9XG

paulkerrassociates.com

01642 675477

Paul Kerr - Principal Partner

Paul Kerr

Principal Partner

PDS Financial Planning Ltd

PO Box 132
Cwmbran
NP44 9BW

pdsfinance@btconnect.com

01633 485 097

Phillip Smith

Principal Partner

Petts Wood Financial

2 Hollingworth Road
Petts Wood
Orpington
BR5 1AG

timlavender@ntlworld.com

02084 022 364

Tim Lavender

Principal Partner

PJM Financial Ltd

17 Green Street
Bothwell
Glasgow
G71 8RL

paul@pjmfinancial.co.uk

01698 854 983

Paul Mackin

Principal Partner

Pocock Rutherford & co

Langwood House
63-81 High Street
Rickmansworth
Hertfordshire
WD3 1EQ

pocockrutherford.com

01923 726999

David Pocock - Principal Partner

David Pocock

Principal Partner

Pocock Rutherford IFA

Langwood House
63-81 High Street
Rickmansworth
Hertfordshire
WD3 1EQ

pocockrutherford.com

01923 726999

David Pocock - Principal Partner

David Pocock

Principal Partner

Practical Financial Planning (Moray) Limited

The Park House Business Centre
South Street
Elgin
Morayshire
IV30 1JB

info@practicalfinancial.co.uk

01343555153

David Norvell

Principal Partner

Premier Financial Consultancy Limited

27 Home Close
Bubbenhall
Coventry
Warwickshire
CV8 3JD

roy@premierfinancialconsultancy.co.uk

02476 511 995

Roy Perry

Principal Partner

Sarah Perry

Principal Partner

Preston Sweeney Wealth Management Limited

3 South Meade
Green Park
Liverpool
L31 8EG

andrew.sweeney@prestonsweeney.co.uk

01512 875 352

Andrew Sweeney

Principal Partner

Proact Financial (Bury) Ltd

Old Bank Chambers
2 Longsight Road
Ramsbottom
Bury
BL0 9TD

01204 886 000

Gill Gaffney

Principal Partner

Paul Neely

Principal Partner

Professional Financial Care Limited

28 Newmarket Street
Skipton
North Yorkshire
BD23 2JD

jan@pfclimited.com

01756 749 965

Jan Smith

Principal Partner

R A Armitage and Associates Partnership

84 Babbacombe Road
Torquay
Devon
TQ1 3SW

01803 322080

Richard Armitage - Principal Partner

Richard Armitage

Principal Partner

R J Savage Asset Management

140 University Street
Belfast
Antrim
BT7 1HH

02890 435316

Ronnie Savage - Principal Partner

Ronnie Savage

Principal Partner

Reynolds Wealth Management Ltd.

69 Upper St John Street
Lichfield
WS14 9DT

gareth@reynoldswealth.co.uk

01543 418 604

Gareth Reynolds

Principal Partner

Richard Stalley Associates

Unit 5 Branksome Park House
Branksome Business Park
Bourne Valley Road
Poole
BH12 1ED

01202 767777

Richard Stalley - Principal Partner

Richard Stalley

Principal Partner

Scott Financial Limited

Suite 4, Crown House
High Street
Hartley Wintney
Hampshire
RG27 8NW

scott-financial.com

paul@scott-financial.com

01252 849 770

Paul Scott - Principal Partner

Paul Scott

Principal Partner

Sheafmoor Money Management Ltd

12 Napier Court
Gander Lane, Barlborough Links
Chesterfield
Derbyshire
S43 4PZ

01246 640600

Chris West - Principal Partner

Chris West

Principal Partner

Sheavyn Associates Financial Management

5 Martingale Fold
Barwick in Elmet
Leeds
LS15 4PH

0113 393 5260

Laurie Sheavyn - Principal Partner

Laurie Sheavyn

Principal Partner
0113 393 5260

Smart Wealth Financial Planning Ltd

13 Greenfield Road
Greenhill
Sheffield
S8 7RQ

dmillington@smartwealthfp.co.uk

07782 303 095

David Millington - Principal Partner

David Millington

Principal Partner

Spiritus Wealth

Otter Cottage
Sutton Cum Granby
Nottingham
NG13 9QA

0203 440 7671

Joe Jackson - Principal Partner

Joe Jackson

Principal Partner

Richard Martin-Redman - Principal Partner

Richard Martin-Redman

Principal Partner

Stanford Rhodes Wealth Management Ltd

Oat House
Main Street
Hessay
York
YO26 8JR

stanfordrhodes.co.uk

gareth.doeg@stanfordrhodes.com

0845 0134563

Gareth Doeg - Principal Partner

Gareth Doeg

Principal Partner

Surrey Financial Advice

3 Tannery House
Tannery Lane
Send
Woking
GU23 7EF

mhandyside@surreyifa.co.uk

01932 400 145

Malcolm Handyside

Principal Partner

Sutherland Mayfair

Herkimer House
Mill Road Enterprise Park
Linlithgow
West Lothian
EH49 7SF

01506 841 630

Bob Murray - Principal Partner

Bob Murray

Principal Partner

Taylor Burke Partnership

Whelan House
30 Marlborough Road
St Albans
Hertfordshire
AL1 3XQ

taylorburke.co.uk

0845 603 3288

Colin Burke - Principal Partner

Colin Burke

Principal Partner

Sandra Taylor - Principal Partner

Sandra Taylor

Principal Partner

Taylored Financial Planning

26 City Business Centre
Hyde Street
Winchester
Hampshire
SO23 7TA

01962 826870

Jon Taylor - Principal Partner

Jon Taylor

Principal Partner

Thomson McCallum Ltd

Lower Ground Floor
1 Woodside Place
Glasgow
G3 7QF

0141 353 4930

Stuart McCallum - Principal Partner

Stuart McCallum

Principal Partner

Unity Wealth Management Ltd

7 The Gardens
Fareham
Hants
PO16 8SS

01329 888 494

Greg Simkin

Principal Partner

Sarah Simkin

Principal Partner

Unividual Ltd

PO Box 4001
Bath
Somerset
BA1 0DS

01225 427 474

John Baxter - Principal Partner

John Baxter

Principal Partner

Visio Financial Ltd

Melbury House
34 Southborough Road
Bickley
Bromley
BR1 2EB

info@visiofinancial.co.uk

0208 249 5338

Chris Mullane

Principal Partner

W. P. Property Finance Ltd

Suite G10, Dugard House
Peartree Road
Stanway
Colchester
CO3 0UL

01206 586580

David Pomphrett

Principal Partner

Tony Pomphrett

Principal Partner

Wardale Fletcher Financial Consultants Ltd

Turkey Court, Turkey Mill
Ashford Road
Maidstone
Kent
ME14 5PP

01622 664777

Beverley Wardale - Principal Partner

Beverley Wardale

Principal Partner

Warriner & Co

The Barns, Stretton Road
Stretton
Warrington
Cheshire
WA4 4NP

0870 787 9277

Martyn Grimley - Principal Partner

Martyn Grimley

Principal Partner

Watson Financial

3 Fountain Buildings
Bath
BA1 5DU

Tel: 01225 789880

Martin Watson - Principal Partner

Martin Watson

Principal Partner

Williams & Pomphrett

Suite G10, Dugard House
Peartree Road
Stanway
Colchester
CO3 0UL

01206 586580

Paul Williams

Principal

Tony Pomphrett

Principal

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