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Find FCA registered Financial Advisers Near Me in CB1 3

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We have found 259 relevant financial adviser firms within 30 miles of CB1 3. Showing page 1 of 18.

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  2. 👤

    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. 🪧41.9 Miles
    4. 📍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. 🪧48.8 Miles
    6. 📍 London
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧48.9 Miles
    3. 📍London
  5. 🏢

    JRC Wealth Management Limited

    FCA reg no.
    596119
    FCA authorised date:
    21/02/13
    JRC Wealth Management Limited is a fully FCA-regulated firm offering financial services including life insurance, investments and pensions advice. Located in Cambridge, they provide personalised financial solutions across Cambridgeshire.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Cambridge
  6. 🏢

    Betterment Wealth Limited

    FCA reg no.
    1008031
    FCA authorised date:
    25/03/24
    Betterment Wealth Limited is a Cambridge-based, FCA-registered company providing comprehensive financial services including investments, pension advice, and financial planning to a diverse clientele.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Cambridge
  7. 🏢

    J Clarke & Co LTD

    FCA reg no.
    975357
    FCA authorised date:
    16/09/22
    Cambridge-based, Clarke and Co. is a distinguished, FCA-regulated firm (#975357) offering expert financial services including life insurance, investment planning, pensions advice and comprehensive financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Cambridge
  8. 🏢

    Rainsford Financial Planning LTD

    FCA reg no.
    763183
    FCA authorised date:
    01/02/17
    Rainsford Financial Planning Ltd is a leading FCA regulated firm in Cambridge, specializing in providing tailored financial planning advice in areas such as investments, life and pensions retirement, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Cambridge
  9. 🏢

    Dartington Wealth Management Limited

    FCA reg no.
    717593
    FCA authorised date:
    01/06/16
    Based in Cambridge, Dartington Wealth Management offers expert financial services, from life planning to pension transfers, regulated by the FCA. They are known for their customer-oriented approach and meticulous service.
    1. ✔10 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.9 Miles
    4. 📍Cambridge
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  11. 🏢

    Accumulate Wealth Management Group Limited

    FCA reg no.
    572426
    FCA authorised date:
    11/01/12
    Cambridge-based Accumulate Wealth Management Group Ltd offers a tailored approach to financial planning services, including life investments and pensions retirement advice. Trust, credibility, and FCA regulation underpin their operations.
    1. ✔4 Financial Advisers
    2. 🪧1 Miles
    3. 📍Cambridge
  12. 🏢

    Thrive Finance Limited

    FCA reg no.
    1042477
    FCA authorised date:
    25/09/25
    Thrive Finance Limited, based in Cambridge, is an FCA regulated financial services firm offering comprehensive financial planning and advice, specializing in insurance, pensions, and investment strategies.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Cambridge
  13. 🏢

    Nusrat Miller

    FCA reg no.
    966130
    FCA authorised date:
    15/12/21
    Nusrat Miller, a Cambridge-based, FCA-regulated firm (966130), offers expert, tailor-made financial planning services including life and investment advice, pensions retirement planning, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Cambridge
  14. 🏢

    Wealthy Steps Financial Planning LTD

    FCA reg no.
    1021159
    FCA authorised date:
    17/01/25
    M&G plc, a financial firm based in Cambridge, offers expert advice in life investments, pensions, and retirement. Regulated by the FCA, they provide tailored, reliable financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Cambridge
  15. 🏢

    Midsummer Wealth LTD

    FCA reg no.
    1043304
    FCA authorised date:
    23/10/25
    Midsummer Wealth Ltd., an FCA regulated firm in Cambridge, provides specialized advice in life investments, pensions retirement, final salary pension transfers, and comprehensive financial planning. They offer a client-centric, professional service for all investors.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Cambridge
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  17. 🏢

    Henosis Wealth Management Limited

    FCA reg no.
    1039195
    FCA authorised date:
    01/09/25
    Henosis Wealth Management, an FCA-registered firm in Cambridge, offers comprehensive financial services including investments, pension transfers, retirement advice, and financial planning, with tailored strategies for individuals and families.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Cambridge
  18. 🏢

    Anne St Ives

    FCA reg no.
    228154
    FCA authorised date:
    09/10/19
    Anne St Ives is a distinguished financial firm in Trumpington, offering regulated financial services including insurance, investments, pensions advice, and comprehensive financial planning to individuals and businesses across Cambridgeshire.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Cambridge
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