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Find FCA registered Financial Advisers Near Me in CB4 2

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We have found 246 relevant financial adviser firms within 30 miles of CB4 2. Showing page 1 of 17.

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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. 🪧44 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. 🪧50.4 Miles
    6. 📍 London
  4. 🏢

    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. 🪧0.7 Miles
    3. 📍Cambridge
  5. 🏢

    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. 🪧1 Miles
    3. 📍Cambridge
  6. 🏢

    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. 🪧1.1 Miles
    3. 📍Cambridge
  7. 🏢

    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. 🪧1.2 Miles
    3. 📍Cambridge
  8. 🏢

    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. 🪧1.3 Miles
    3. 📍Cambridge
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  10. 🏢

    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. 🪧1.4 Miles
    3. 📍Cambridge
  11. 🏢

    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. 🪧1.6 Miles
    3. 📍Cambridge
  12. 🏢

    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. 🪧2.1 Miles
    3. 📍Cambridge
  13. 🏢

    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. 🪧2.1 Miles
    3. 📍Cambridge
  14. 🏢

    JRC Wealth Management Limited

    FCA reg no.
    596119
    FCA authorised date:
    21/02/13
    JRC Wealth Management Limited is a fully FCA-regulated firm offering financial services including life insurance, investments and pensions advice. Located in Cambridge, they provide personalised financial solutions across Cambridgeshire.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Cambridge
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  16. 🏢

    Betterment Wealth Limited

    FCA reg no.
    1008031
    FCA authorised date:
    25/03/24
    Betterment Wealth Limited is a Cambridge-based, FCA-registered company providing comprehensive financial services including investments, pension advice, and financial planning to a diverse clientele.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Cambridge
  17. 🏢

    Dartington Wealth Management Limited

    FCA reg no.
    717593
    FCA authorised date:
    01/06/16
    Based in Cambridge, Dartington Wealth Management offers expert financial services, from life planning to pension transfers, regulated by the FCA. They are known for their customer-oriented approach and meticulous service.
    1. ✔10 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.8 Miles
    4. 📍Cambridge
  18. 🏢

    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. 🪧3.9 Miles
    3. 📍Waterbeach
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