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Find FCA registered Financial Advisers Near Me in CB23 4

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We have found 230 relevant financial adviser firms within 30 miles of CB23 4. Showing page 1 of 16.

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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. 🪧48.6 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. 🪧51.6 Miles
    6. 📍 London
  4. 🏢

    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. 🪧2.8 Miles
    3. 📍Cambridge
  5. 🏢

    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. 🪧3.9 Miles
    3. 📍Hardwick
  6. 🏢

    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. 🪧4.2 Miles
    3. 📍St. Ives
  7. 🏢

    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. 🪧4.3 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. 🪧4.3 Miles
    3. 📍St. Ives
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  10. 🏢

    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. 🪧4.9 Miles
    3. 📍St Ives
  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. 🪧5.7 Miles
    3. 📍Cambridgeshire
  12. 🏢

    MM Wealth LTD

    FCA reg no.
    148496
    FCA authorised date:
    01/12/01
    MM Wealth Ltd, an FCA regulated firm in Cambridge, offers personalized wealth management, retirement planning and financial advice, specializing in pension transfers and investment solutions.
    1. ✔11 Financial Advisers
    2. 🪧6.2 Miles
    3. 📍Cambridge
  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. 🪧7.4 Miles
    3. 📍Huntingdon
  14. 🏢

    Viridian Financial Services LTD

    FCA reg no.
    1048556
    FCA authorised date:
    06/01/26
    2plan Wealth Management, based in Cambridgeshire, provides regulated financial services including investment advice, pension planning, and insurance. Known for professionalism and approachability, they deliver tailored strategies for individual and business clients.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Huntingdon
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  16. 🏢

    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. 🪧7.7 Miles
    3. 📍Cambridge
  17. 🏢

    BV Services

    FCA reg no.
    117954
    FCA authorised date:
    01/12/01
    BV Services is a trusted, FCA regulated financial advisory firm based in Cambridge, specialising in life and investments, pensions and retirement advice. Known for their tailored, client-focused approach and reliable financial partnership.
    1. ✔3 Financial Advisers
    2. 🪧7.7 Miles
    3. 📍Cambridge
  18. 🏢

    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. 🪧8.2 Miles
    3. 📍Cambridge
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