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Find FCA registered Financial Advisers Near Me in CB24 9

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We have found 229 relevant financial adviser firms within 30 miles of CB24 9. 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. 🪧45.5 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. 🪧51.7 Miles
    6. 📍 London
  4. 🏢

    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. 🪧1.5 Miles
    3. 📍Cambridge
  5. 🏢

    Henosis Wealth Management Limited

    FCA reg no.
    1039195
    FCA authorised date:
    01/09/25
    Henosis Wealth Management, an FCA-registered firm in Cambridge, offers comprehensive financial services including investments, pension transfers, retirement advice, and financial planning, with tailored strategies for individuals and families.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Cambridge
  6. 🏢

    Wealthy Steps Financial Planning LTD

    FCA reg no.
    1021159
    FCA authorised date:
    17/01/25
    M&G plc, a financial firm based in Cambridge, offers expert advice in life investments, pensions, and retirement. Regulated by the FCA, they provide tailored, reliable financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Cambridge
  7. 🏢

    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. 🪧2.5 Miles
    3. 📍Cambridge
  8. 🏢

    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. 🪧2.6 Miles
    3. 📍Cambridge
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  10. 🏢

    Accumulate Wealth Management Group Limited

    FCA reg no.
    572426
    FCA authorised date:
    11/01/12
    Cambridge-based Accumulate Wealth Management Group Ltd offers a tailored approach to financial planning services, including life investments and pensions retirement advice. Trust, credibility, and FCA regulation underpin their operations.
    1. ✔4 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Cambridge
  11. 🏢

    Nusrat Miller

    FCA reg no.
    966130
    FCA authorised date:
    15/12/21
    Nusrat Miller, a Cambridge-based, FCA-regulated firm (966130), offers expert, tailor-made financial planning services including life and investment advice, pensions retirement planning, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Cambridge
  12. 🏢

    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. 🪧2.9 Miles
    3. 📍Cambridge
  13. 🏢

    Liora Wealth Limited

    FCA reg no.
    1002342
    FCA authorised date:
    11/02/25
    Liora Wealth Limited is a FCA-regulated firm offering expert financial planning, investment advice, and pension transfer services in Cambridgeshire. Specializing in retirement planning, they provide tailored, reliable financial services from their base at Cambridge Innovation Centre.
    1. ✔1 Financial Adviser
    2. 🪧3.6 Miles
    3. 📍Waterbeach
  14. 🏢

    J Clarke & Co LTD

    FCA reg no.
    975357
    FCA authorised date:
    16/09/22
    Cambridge-based, Clarke and Co. is a distinguished, FCA-regulated firm (#975357) offering expert financial services including life insurance, investment planning, pensions advice and comprehensive financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Cambridge
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  16. 🏢

    Rainsford Financial Planning LTD

    FCA reg no.
    763183
    FCA authorised date:
    01/02/17
    Rainsford Financial Planning Ltd is a leading FCA regulated firm in Cambridge, specializing in providing tailored financial planning advice in areas such as investments, life and pensions retirement, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Cambridge
  17. 🏢

    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. 🪧3.9 Miles
    3. 📍Cambridge
  18. 🏢

    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. 🪧3.9 Miles
    3. 📍Cambridge
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