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Find FCA registered Financial Advisers Near Me in Banstead

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We have found 2034 relevant financial adviser firms within 30 miles of Banstead. Showing page 1 of 136.

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  2. 🏢

    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. 🪧6.2 Miles
    5. 📍Claygate
  3. 🏢

    Ewart & Bridgeman Advisers

    FCA reg no.
    439695
    FCA authorised date:
    20/09/05
    Ewart & Bridgeman Advisers is a successful and long-established Senior Partner Practice of St. James's Place. We serve the financial needs of individuals, attorneys, trustees, business owners and families throughout the UK. Peter Ewart was invited to join St. James's Place (formerly J. Rothschi... read full company profile
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £100,000
    3. ✔Min Assets: £200,000
    4. 🪧12.4 Miles
    5. 📍London
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧13.8 Miles
    3. 📍London
  5. 🏢

    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. 🪧13.9 Miles
    6. 📍 London
  6. 🏢

    Avanti Financial Planning

    FCA reg no.
    1026303
    FCA authorised date:
    28/02/25
    Avanti Financial Planning are independent financial advisers, and our mission is to help you improve your finances and make your aims and aspirations a reality. We deliver a service built around the values, experience and knowledge our leadership team has acquired over the last 70 years. What do... read full company profile
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £250,000
    4. 🪧23.5 Miles
    5. 📍Billingshurst
  7. 🏢

    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. 🪧32.6 Miles
    5. 📍London
  8. 👤

    David Robertson

    Robertson’s Wealth Management Ltd
    FCA reg no.
    DPR01100
    FCA authorised date:
    13/11/25
    1. ✔Min Pension Savings: £100,000
    2. ✔Min Assets: £100,000
    3. 🪧33.8 Miles
    4. 📍London
  9. 👤

    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. 🪧34.5 Miles
    4. 📍Reading
  10. 🏢

    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. 🪧34.5 Miles
    5. 📍Reading
  11. 🏢

    Fairview Financial Management LTD

    FCA reg no.
    976151
    FCA authorised date:
    20/05/22
    5* Rated Independent Financial Advisers in Rayleigh, Essex. We provide straight-talking, no-nonsense, independent financial advice, wealth management and financial planning. This includes expert, unbiased advice on; investments, pensions, inheritance tax planning, mortgages and protection i... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧39.5 Miles
    3. 📍Rayleigh
  12. 🏢

    MLP Wealth Management LTD

    FCA reg no.
    413308
    FCA authorised date:
    14/10/05
    Located in Surrey, MLP Wealth Management Ltd offers tailored financial planning, pensions retirement advice, and strategic investments. Regulated by the FCA, they provide expert, personalised guidance to ensure financial stability.
    1. ✔4 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Banstead
  13. 🏢

    Charlie Brown

    FCA reg no.
    1036694
    FCA authorised date:
    24/06/25
    Charlie Brown is a reputable financial services firm in Banstead, Surrey, specializing in insurance, investments, retirement planning, and pension transfers. Known for personalized service and regulated guidance.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Banstead
  14. 🏢

    CLEAR FINANCIAL ADVICE LIMITED

    FCA reg no.
    462810
    FCA authorised date:
    01/02/07
    Clear Financial Advice Limited, based in Banstead, Surrey, offers comprehensive financial planning and regulated advice, specialising in insurance, investments, pensions, retirement advice, and financial planning.
    1. ✔6 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍Banstead
  15. 🏢

    McLeod Wealth Management Limited

    FCA reg no.
    739536
    FCA authorised date:
    08/03/16
    McLeod Wealth Management Limited in Banstead, Surrey, provides expert financial planning and investment strategies, including pension advice. Known for professionalism, the FCA-regulated firm helps clients make informed decisions about their future.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Banstead
  16. 🏢

    MLA WEALTH MANAGEMENT LTD.

    FCA reg no.
    803565
    FCA authorised date:
    06/06/18
    MLA Wealth Management Ltd is an FCA regulated firm based in Banstead, offering expert financial planning services, including advice on life investments and retirement planning. They are known for their client-focused approach and personalisation.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Banstead
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