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Find FCA registered Financial Advisers Near Me in Amersham

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We have found 1934 relevant financial adviser firms within 30 miles of Amersham. Showing page 1 of 129.

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  2. 👤

    Rob Spendley

    Robertsons & Crawford Ltd
    FCA reg no.
    RSS01129
    FCA authorised date:
    03/05/17
    DipPFS Cert Financial Planning (SA) Cert CII(MP & ER) Certificate in Equity Release Director and Independent Financial Advisor Member of the Personal Finance Society & the Society of Mortgage Professionals
    1. ✔Min Pension Savings: £150,000
    2. ✔Min Assets: £500,000
    3. 🪧22.2 Miles
    4. 📍Reading
  3. 🏢

    Robertsons & Crawford LTD

    FCA reg no.
    771963
    FCA authorised date:
    03/05/17
    We are a small Directly Authorised firm of Independent Financial Advisers specialising in providing Pensions & Investment Advice.
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧22.2 Miles
    5. 📍Reading
  4. 🏢

    Shinfield Financial Planning

    FCA reg no.
    1024843
    FCA authorised date:
    05/02/25
    Thanks for looking at my profile. With my many years of experience (30 years +), I help my clients achieve financial independence, through efficient tax mitigation, wealth creation/preservation and retirement planning solutions. I work through the Quilter Network as an appointed representative ... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £300,000
    3. ✔Min Assets: £300,000
    4. 🪧23.3 Miles
    5. 📍London
  5. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧23.6 Miles
    3. 📍London
  6. 🏢

    Westminster Wealth Management LLP

    FCA reg no.
    490519
    FCA authorised date:
    12/12/08
    Westminster Wealth Management brings together a wealth of experience from across the financial services sector. As a fully independent financial advisory practice, we pride ourselves on offering exceedingly high levels of personal service. This has resulted in long-term relationships with our cl... read full company profile
    1. ✔50 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. ✔Min Pension Savings: £200,000
    4. ✔Min Assets: £200,000
    5. 🪧24.2 Miles
    6. 📍 London
  7. 🏢

    Balance Financial Planning

    FCA reg no.
    1005927
    FCA authorised date:
    12/12/23
    HOW WE HELP At Balance Financial Planning we know building wealth is a gradual process, so it’s even more important you make well-informed decisions on how to keep it working for your future. Understanding your financial options can be challenging and sometimes overwhelming.  Whatever your goa... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧24.9 Miles
    5. 📍Claygate
  8. 🏢

    Simple Wealth Solutions

    FCA reg no.
    949781
    FCA authorised date:
    26/04/21
    I started work in the Finance industry over 30 years ago. Working in London for the largest Friendly Society in the World; Liverpool Victoria. I am the youngest of six siblings, married with three children of my own; so fully understand the importance of saving for the future and protecting your we... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧33.7 Miles
    3. 📍Thatcham
  9. 👤

    Chervin Dell

    Intelligent Financial Advisory
    FCA reg no.
    CMD01104
    FCA authorised date:
    13/07/15
    I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry. Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation. I pride myself in giving a 5*... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧59.9 Miles
    4. 📍Lutterworth
  10. 🏢

    AGILITY Financial Solutions LTD

    FCA reg no.
    496257
    FCA authorised date:
    09/04/09
    Agility Financial is an FCA regulated firm in Amersham, offering comprehensive financial services such as investments and retirement advice. Known for client-centric, personalised advice and expertise.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍Amersham
  11. 🏢

    Daniel Alexander Louis Bailey

    FCA reg no.
    1027790
    FCA authorised date:
    15/02/25
    Daniel Alexander Louis Bailey is a reputable, FCA-regulated firm based in Buckinghamshire, known for its expertise in life investments, pensions advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Amersham
  12. 🏢

    Cansdales Limited

    FCA reg no.
    105795
    FCA authorised date:
    01/12/01
    Cansdales Limited is a reputable, FCA-regulated financial planning firm in Buckinghamshire, offering personalized services in life insurance, investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Amersham
  13. 🏢

    Bespoke Wealth Management

    FCA reg no.
    998126
    FCA authorised date:
    16/06/23
    Bespoke Wealth Management, based in Amersham, offers trusted, tailored financial planning services including life investments and retirement advice. They serve clients with integrity and a client-focused approach, ensuring informed financial futures.
    1. ✔2 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Amersham
  14. 🏢

    Planit Wealth Limited

    FCA reg no.
    1007009
    FCA authorised date:
    16/12/23
    Planit Wealth Limited, FCA-registered in Amersham, offers trusted, client-focused financial consultancy. Specializing in life investments and pension strategies, it's known for its transparent advice and excellent reputation.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Amersham
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  16. 🏢

    Masters Financial Planning LTD

    FCA reg no.
    483946
    FCA authorised date:
    12/04/13
    Masters Financial Planning Ltd, based in Chesham, Buckinghamshire, is an FCA-regulated firm offering tailored financial advisory services including life and investment planning, pensions, retirement advice, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Chesham
  17. 🏢

    Cripps Financial Planning Limited

    FCA reg no.
    717351
    FCA authorised date:
    20/05/16
    Cripps Financial Planning Limited is a trusted Buckinghamshire-based firm offering comprehensive financial planning services. Our FCA-registered expert team provides personalised advice on investments, pensions, insurances and retirement plans.
    1. ✔2 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Chesham
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