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Find FCA registered Financial Advisers Near Me in CB21 5


We have found 250 relevant financial adviser firms within 30 miles of CB21 5. Showing page 1 of 17.

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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. 🪧38.7 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. 🪧49 Miles
    3. 📍London
  5. 🏢

    Aurantius Financial Planning LTD

    FCA reg no.
    1025059
    FCA authorised date:
    11/02/25
    Aurantius Financial Planning LTD is an FCA-regulated firm in Cambridge, offering personalized financial solutions such as life and investment planning, retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍Cambridge
  6. 🏢

    Tavistock Private Client Limited

    FCA reg no.
    210782
    FCA authorised date:
    16/08/02
    Tavistock Private Client Limited is a regulated financial advisory firm in Cambridge, GB, offering a range of services including wealth management and pensions retirement advice. They provide tailored solutions with integrity and expertise.
    1. ✔11 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Cambridge
  7. 🏢

    Tavistock Select LLP

    FCA reg no.
    991884
    FCA authorised date:
    15/02/23
    Tavistock Select LLP, located in Cambridgeshire, is a regulated financial planning services provider offering customized advice in investments, wealth management, pensions, and insurance. Known for client-focused approach, they ensure comprehensive and reliable financial guidance.
    1. ✔3 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Cambridge
  8. 🏢

    Tavistock Chater Allan LLP

    FCA reg no.
    945082
    FCA authorised date:
    16/02/21
    Tavistock Chater Allan LLP, based in Cambridgeshire, is a leading firm providing regulated financial services such as wealth management, insurance, and investing solutions, known for their expert pensions advice.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Cambridge
  9. 🏢

    Withyou Wealth LTD

    FCA reg no.
    768375
    FCA authorised date:
    01/01/17
    WithYou Wealth Ltd is a trusted FCA registered financial firm in Cambridge, offering varied regulated financial services such as pensions retirement advice, final salary pension transfers and investment advice.
    1. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Cambridge
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  11. 🏢

    Newton Smith LTD

    FCA reg no.
    551202
    FCA authorised date:
    07/09/11
    Newton Smith Ltd, a reputed financial services firm in South Cambridge, provides guidance in life investments, pensions, retirement planning, and overall financial strategizing. They focus on client-centric solutions for a seamless financial future.
    1. ✔1 Financial Adviser
    2. 🪧5.9 Miles
    3. 📍Cambridge
  12. 🏢

    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. 🪧6.5 Miles
    3. 📍Cambridge
  13. 🏢

    NKT Financial Solutions Limited

    FCA reg no.
    464945
    FCA authorised date:
    07/03/07
    NKT Financial Solutions Ltd is a fully regulated wealth management firm in Newmarket, Suffolk, offering insurance, investment, financial planning services, and specializing in pension advice. FCA registered, we prioritize client-focused service and integrity.
    1. ✔4 Financial Advisers
    2. 🪧6.7 Miles
    3. 📍Newmarket
  14. 🏢

    NKT Mortgage Solutions Limited

    FCA reg no.
    774750
    FCA authorised date:
    23/03/17
    NKT Mortgage Solutions Limited is a FCA-regulated financial services firm in Newmarket, Suffolk specializing in wealth management, investments, pensions retirement advice, and life insurance. Known for personalized and expert financial advice.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Newmarket
  15. 🏢

    DP Financial Solutions LTD

    FCA reg no.
    807294
    FCA authorised date:
    24/04/18
    Vision IFP is a Cambridge-based, regulated financial firm specialising in life insurance, investments, and retirement planning, serving local families and small businesses with clear, reliable financial advice.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Cambridge
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  17. 🏢

    Daniel Geach LTD

    FCA reg no.
    842070
    FCA authorised date:
    20/02/20
    Daniel Geach Ltd is a trusted, FCA-regulated firm in Newmarket, Suffolk, providing expert life & investment planning, pensions retirement advice, and other financial services tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Newmarket
  18. 🏢

    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. 🪧6.9 Miles
    4. 📍Cambridge
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