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Find FCA registered Financial Advisers Near Me in CB23 3

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We have found 260 relevant financial adviser firms within 30 miles of CB23 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. 🪧48.7 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. 🪧50.2 Miles
    6. 📍 London
  4. 🏢

    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. 🪧67.3 Miles
    5. 📍London
  5. 🏢

    Nexus FS LTD

    FCA reg no.
    600291
    FCA authorised date:
    26/04/13
    Nexus FS Ltd is a trusted, London-based financial firm known for expert financial planning and retirement advice. They offer reliable, client-focused services tailored to individual financial needs.
    1. ✔2 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Cambridge
  6. 🏢

    Envision Financial Planning LTD

    FCA reg no.
    982644
    FCA authorised date:
    06/09/22
    Envision Financial Planning Ltd is a Hardwick-based, FCA-regulated firm specializing in personalized financial advice, insurance needs, and pension retirement advice. They focus on client growth and uphold stringent professional standards.
    1. ✔3 Financial Advisers
    2. 🪧5.7 Miles
    3. 📍Hardwick
  7. 🏢

    Steven Thomas Buttercase

    FCA reg no.
    767778
    FCA authorised date:
    20/12/16
    Steven Thomas Buttercase is a reliable, FCA-regulated financial firm in St. Ives, Cambridgeshire, known for comprehensive wealth management and financial planning services. Expertise includes investments, pensions, insurance, and more.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍St. Ives
  8. 🏢

    Denis Mulholland Financial Solutions LTD

    FCA reg no.
    846176
    FCA authorised date:
    19/07/19
    Denis Mulholland Financial Solutions Ltd in St. Ives, Cambridgeshire offers regulated financial advice in life & investments, pension retirement, and comprehensive financial planning. FCA registered and committed to client-specific solutions.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍St. Ives
  9. 🏢

    RTW Wealth Management Limited

    FCA reg no.
    726441
    FCA authorised date:
    24/11/15
    RTW Wealth Management Limited is a Cambridgeshire-based financial planning firm offering tailored investment strategies and comprehensive financial services, regulated by the FCA under number 726441.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍St. Ives
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  11. 🏢

    Granta Financial Services LTD

    FCA reg no.
    920337
    FCA authorised date:
    29/01/20
    Granta Financial Services Ltd, a FCA regulated firm in Cambridgeshire, offers varied financial services and advice, specializing in insurance, investments, and pensions. They prioritize tailored strategies and client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧6.4 Miles
    3. 📍Cambridgeshire
  12. 🏢

    Ashbury Financial LTD

    FCA reg no.
    938401
    FCA authorised date:
    15/03/21
    Ashley Law St Neots is a FCA regulated financial planning firm in Eynesbury, offering services in life investments, pensions retirement advice and comprehensive financial planning within Cambridgeshire.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧6.4 Miles
    4. 📍St. Neots
  13. 🏢

    David Jeffreys Financial Services LTD

    FCA reg no.
    707853
    FCA authorised date:
    04/01/16
    David Jeffreys Financial Services Ltd is a FCA-regulated firm specializing in life & investment strategies, pensions retirement advice and comprehensive financial planning across Cambridgeshire. Known for client-focused approaches and dependable advice.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Huntingdon
  14. 🏢

    David Lawrance

    FCA reg no.
    949655
    FCA authorised date:
    23/04/21
    David Lawrance Financial Planning, based in St. Neots, is an FCA-regulated firm specialising in comprehensive financial planning services, including pensions advice, investments and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍St. Neots
  15. 🏢

    Sammyco Limited

    FCA reg no.
    1017376
    FCA authorised date:
    15/08/24
    SammyCo Limited is an FCA-regulated firm in Sandy, Cambridgeshire, offering a wide array of financial services, from retirement advice to pension transfers, serving clients across the region with professional, tailored advice.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Sandy
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  17. 🏢

    Medical & Financial LTD

    FCA reg no.
    468636
    FCA authorised date:
    01/10/07
    Based in St Ives, Medical & Financial Ltd. offers comprehensive financial services including insurance coverage, investment guidance, pension retirement advice, and personalized financial planning, prioritizing client-focused professionalism and regulated advice.
    1. ✔2 Financial Advisers
    2. 🪧7.3 Miles
    3. 📍St Ives
  18. 🏢

    Eaton Financial Services LTD

    FCA reg no.
    455121
    FCA authorised date:
    08/09/06
    Eaton Financial Services Ltd, a FCA-regulated firm in Eaton Socon, offers financial planning, retirement advice, life and investment services, and pensions across Cambridgeshire and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧7.6 Miles
    3. 📍St. Neots
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