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Find FCA registered Financial Advisers Near Me in Bernards Heath AL3

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We have found 1880 relevant financial adviser firms within 30 miles of Bernards Heath AL3. Showing page 1 of 126.

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  2. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧19.2 Miles
    3. 📍London
  3. 🏢

    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. 🪧19.5 Miles
    6. 📍 London
  4. 🏢

    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. 🪧27.8 Miles
    5. 📍Claygate
  5. 👤

    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. 🪧33.4 Miles
    4. 📍London
  6. 🏢

    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. 🪧36 Miles
    5. 📍London
  7. 🏢

    Aqua Wealth Management Limited

    FCA reg no.
    578609
    FCA authorised date:
    02/07/12
    Aqua Wealth Management Limited is a top-tier financial advisory firm in St. Albans, providing regulated, personalised financial services to clients across Hertfordshire and neighbouring regions.
    1. ✔7 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.1 Miles
    4. 📍St. Albans
  8. 🏢

    Townsend Financial Services

    FCA reg no.
    216543
    FCA authorised date:
    31/05/05
    St. Albans-based Townsend Financial Services is an FCA-regulated firm, offering tailored financial planning solutions in life & investments, pensions retirement and more for individuals and businesses.
    1. ✔2 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍St. Albans
  9. 🏢

    NK Financial Management Limited

    FCA reg no.
    552630
    FCA authorised date:
    17/10/11
    NK Financial Management Limited, located in St. Albans, is a FCA regulated firm specializing in financial planning, life and investment services, and pensions retirement advice in Hertfordshire and surrounding areas.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍St. Albans
  10. 🏢

    Trinity Wealth Management Limited

    FCA reg no.
    206188
    FCA authorised date:
    16/08/13
    Trinity Wealth Management Limited, an FCA-regulated consultancy in St. Albans, offers tailored advice on life insurance, investments, pensions and financial planning. Trusted for their proactive, personalised approach.
    1. ✔8 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍St. Albans
  11. 🏢

    Highfield Wealth

    FCA reg no.
    515803
    FCA authorised date:
    05/01/10
    Highfield Wealth, a financial services firm located in St. Albans, offers bespoke services including insurance, pension transfers and expert investments advice. They specialise in retirement planning, helping local families secure their future.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍St. Albans
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  13. 🏢

    Trinity WM Limited

    FCA reg no.
    663639
    FCA authorised date:
    05/01/15
    Trinity WM Limited, based in St. Albans, is a top-rated financial firm offering expert, tailored financial planning services including life and investment advice, pensions and retirement guidance.
    1. ✔2 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍St. Albans
  14. 🏢

    Gemmell Financial Services Limited

    FCA reg no.
    465096
    FCA authorised date:
    08/06/07
    Gemmells is a St. Albans-based firm offering regulated financial planning services, specializing in life investments, pensions, and retirement advice, known for their professional yet approachable style.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍St. Albans
  15. 🏢

    Meena Halai Wealth Solutions Limited

    FCA reg no.
    723918
    FCA authorised date:
    30/10/15
    Meena Halai Wealth Solutions Ltd. is a trusted, FCA regulated financial advisory firm in Hertfordshire, specializing in pensions retirement advice and final salary pension transfers. They offer personalized insurance and investment planning services.
    1. ✔2 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍St Albans
  16. 🏢

    ADW Financial Solutions Limited

    FCA reg no.
    597584
    FCA authorised date:
    20/03/13
    ADW Financial Solutions Limited is a renowned FCA-regulated financial firm based in St. Albans, offering expert services in insurance, investments and pension advice, with a focus on personalized, professional guidance.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍St. Albans
  17. 🏢

    EJS Financial Services LTD

    FCA reg no.
    748593
    FCA authorised date:
    31/05/16
    EJS Financial Services Ltd in St. Albans, Hertfordshire, offers tailored financial advice including insurance, investments and pensions. Focused on client-centered service, they specialize in simplifying complex financial matters with professionalism and expertise.
    1. ✔3 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍St. Albans
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