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Find FCA registered Financial Advisers Near Me in CB24 8

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We have found 222 relevant financial adviser firms within 30 miles of CB24 8. Showing page 1 of 15.

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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. 🪧48.1 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. 🪧54.3 Miles
    6. 📍 London
  4. 🏢

    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. 🪧0.8 Miles
    3. 📍Cambridge
  5. 🏢

    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. 🪧2.7 Miles
    3. 📍Cambridge
  6. 🏢

    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. 🪧2.7 Miles
    3. 📍Cambridge
  7. 🏢

    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. 🪧2.7 Miles
    3. 📍Cambridge
  8. 🏢

    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. 🪧2.7 Miles
    3. 📍Waterbeach
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  10. 🏢

    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. 🪧2.7 Miles
    3. 📍Cambridge
  11. 🏢

    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. 🪧2.7 Miles
    3. 📍Cambridge
  12. 🏢

    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. 🪧2.7 Miles
    3. 📍Cambridge
  13. 🏢

    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. 🪧2.7 Miles
    3. 📍Cambridge
  14. 🏢

    Simon Mardel

    FCA reg no.
    1022340
    FCA authorised date:
    06/12/24
    Simon Mardel is a trusted, FCA-regulated financial services firm in Cambridge, providing expert advice for life investments, pension retirement planning and wealth management across Cambridgeshire.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Cambridge
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  16. 🏢

    Peterhouse Financial Planning Limited

    FCA reg no.
    544777
    FCA authorised date:
    22/08/18
    Peterhouse Financial Planning Limited is a trusted financial firm in Cambridge Research Park, offering expert advice and services in life and investments, pensions retirement, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Cambridge
  17. 🏢

    Pennygate Financial Associates Limited

    FCA reg no.
    956892
    FCA authorised date:
    15/08/21
    Pennygate Financial Associates Limited, a FCA regulated firm, offers proficient financial planning and advice, including retirement and investment strategies. Centrally located in Cambridge Research Park, they prioritize your financial security.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Cambridge
  18. 🏢

    Cambridge Wealth LTD

    FCA reg no.
    484175
    FCA authorised date:
    04/06/08
    Cambridge Wealth Ltd is a trusted, FCA-regulated financial firm providing expert advice on life and investment planning, retirement, pensions, and comprehensive wealth management in Cambridge and the larger Cambridgeshire area.
    1. ✔2 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Cambridge
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