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Find FCA registered Financial Advisers Near Me in Bordon

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We have found 689 relevant financial adviser firms within 30 miles of Bordon. Showing page 1 of 46.

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  2. 🏢

    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. 🪧19 Miles
    5. 📍Billingshurst
  3. 🏢

    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. 🪧21 Miles
    5. 📍London
  4. 👤

    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. 🪧23.9 Miles
    4. 📍Reading
  5. 🏢

    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. 🪧23.9 Miles
    5. 📍Reading
  6. 🏢

    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. 🪧25.5 Miles
    3. 📍Thatcham
  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. 🪧28.5 Miles
    5. 📍Claygate
  8. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧42.3 Miles
    3. 📍London
  9. 🏢

    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. 🪧42.7 Miles
    6. 📍 London
  10. 🏢

    Mark Eastlake

    FCA reg no.
    948171
    FCA authorised date:
    29/03/21
    Mark Eastlake is a highly regulated, reputable financial advisory firm in Bordon, Hampshire, offering expert guidance in life and investments, pensions, retirement advice, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Bordon
  11. 🏢

    Langbourn Limited

    FCA reg no.
    739528
    FCA authorised date:
    01/09/16
    Langbourn Limited is a distinguished financial service provider in Headley, Hampshire. Offering personalised advice on life investments and pension planning, they ensure clients' finances align with their life goals.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Bordon
  12. 🏢

    PROTECTION & INVESTMENT LIMITED

    FCA reg no.
    222993
    FCA authorised date:
    02/07/03
    Protection & Investment Limited is a Bordon-based FCA-regulated firm specialising in financial planning, including life insurance, investment strategies, and retirement advice with a strong focus on final salary pension transfers.
    1. ✔17 Financial Advisers
    2. ✔10 Mortgage Brokers
    3. 🪧1.8 Miles
    4. 📍Bordon
  13. 🏢

    Church's Financial Planning Limited

    FCA reg no.
    160494
    FCA authorised date:
    01/12/01
    Church's Financial Planning Limited is a reliable, FCA regulated financial advice firm, based in Bordon, Hampshire. They specialize in life insurance, investments, pensions retirement advice and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧3 Miles
    3. 📍Bordon
  14. 🏢

    Financial Future Associates LLP

    FCA reg no.
    213163
    FCA authorised date:
    20/06/02
    Financial Future Associates LLP is a Hampshire-based financial firm specializing in wealth management, and life insurance. They offer tailored advice on pensions retirement and financial planning.
    1. ✔2 Financial Advisers
    2. 🪧3.5 Miles
    3. 📍Liphook
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  16. 🏢

    AJN Wealth Management LTD

    FCA reg no.
    966648
    FCA authorised date:
    04/01/22
    AJN Wealth Management Ltd, an FCA-regulated financial firm in Liphook, Hampshire, specialises in life investments, pensions retirement advice and more, serving local families with tailored financial strategies.
    1. ✔1 Financial Adviser
    2. 🪧3.8 Miles
    3. 📍Liphook
  17. 🏢

    Murray West Associates Limited

    FCA reg no.
    410451
    FCA authorised date:
    08/02/22
    Murray West Associates Ltd, a trusted, FCA regulated financial firm in Hampshire's Liphook, specialises in tailored wealth management, insurance and pensions advice, known for expertise in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Liphook
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