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Find FCA registered Financial Advisers Near Me in CB24 5

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We have found 206 relevant financial adviser firms within 30 miles of CB24 5. Showing page 1 of 14.

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  2. 🏢

    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. 🪧55.7 Miles
    6. 📍 London
  3. 🏢

    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. 🪧2.8 Miles
    3. 📍St Ives
  4. 🏢

    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. 🪧3.3 Miles
    3. 📍Huntingdon
  5. 🏢

    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. 🪧4.2 Miles
    3. 📍Cambridge
  6. 🏢

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

    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. 🪧4.5 Miles
    3. 📍St. Ives
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  9. 🏢

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

    Kiki Harwood

    FCA reg no.
    1017308
    FCA authorised date:
    13/08/24
    Kiki Harwood is a reputable UK financial firm offering robust advice, including insurance, investments, pensions, and financial planning. Their friendly yet expert approach makes them a trusted choice for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Cambridge
  11. 🏢

    Helen Coleman

    FCA reg no.
    1036051
    FCA authorised date:
    13/06/25
    Helen Coleman is a FCA-registered financial firm near Cambridge offering expertise in life insurance, investments, financial planning, pensions, and retirement, dedicated to personalized client service.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Cambridge
  12. 🏢

    Jack Robertson

    FCA reg no.
    416760
    FCA authorised date:
    06/12/04
    Jack Robertson is a customer-focused financial firm in Cambridge, specialising in personalised financial planning and advice, including insurance, investments, and pensions. They provide dependable, regulated services tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Cambridge
  13. 🏢

    Sonny Kurmi

    FCA reg no.
    833118
    FCA authorised date:
    07/02/19
    Sonny Kurmi, an FCA-regulated financial expert based in Cambridge Research Park, offers diverse services such as life insurance, investments, pensions advice, and financial planning. Known for reliability and professionalism.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Waterbeach
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  15. 🏢

    Alison Bayly

    FCA reg no.
    787956
    FCA authorised date:
    31/08/17
    Alison Bayly, a Cambridge based financial firm, offers expert, FCA regulated advice on life & investments, pensions and final salary pension transfers. They provide personalized financial solutions to clients across Cambridgeshire.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Cambridge
  16. 🏢

    Blue Coast Wealth Management Limited

    FCA reg no.
    762796
    FCA authorised date:
    26/10/16
    Blue Coast Wealth Management, a leading Cambridge-based financial planning company, offers diverse personal finance services. It is regulated by the FCA and provides reliable, accessible, and professional financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Cambridge
  17. 🏢

    Philip Bannister

    FCA reg no.
    793304
    FCA authorised date:
    03/11/17
    Philip Bannister is a trusted, FCA-regulated financial planning firm based in Cambridge specializing in life, investments and pensions with a focus on final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Cambridge
  18. 🏢

    Jack Warnock

    FCA reg no.
    1031934
    FCA authorised date:
    06/05/25
    FCA regulated Jack Warnock, based in Cambridge, provides proficient advice on life investments, pensions, and retirement planning with a focus on final salary pension transfers and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Cambridge
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