Welcome to the Chartered Financial Planners directory.

Use this directory to search for a particular firm, or to search for firms advising on particular types of financial products.

There are three ways to search for Chartered Financial Planners firms in your area:

  • Postcode and types of financial advice: enter your postcode and select a type of advice option from the dropdown list. If you do not see an option on the list, it inidicates that no firms in the directory have assigned that type to their business
  • Name: Type in the name of the firm you are looking for (or part of the name)
  • View a full list of Chartered Financial Planners firms through our A-Z Search