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Find FCA registered Financial Advisers Near Me in Cheltenham

Find FCA-approved financial advisers in Cheltenham quickly and easily using our detailed online directory. Whether you’re looking for guidance on retirement planning, investment management, or other financial services, our listings connect you with local professionals ready to assist. Use our directory to search by proximity and find advisers suited to your financial goals.
Find FCA-approved financial advisers in Cheltenham quickly and easily using our detailed online directory.
Whether you’re looking for guidance on retirement planning, investment management, or other financial services, our listings connect you with local professionals ready to assist. Use our directory to search by proximity and find advisers suited to your financial goals.
Search Financial Advisers Logo

We have found 351 relevant financial adviser firms within 30 miles of Cheltenham. Showing page 1 of 24.

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  1. Need Help Choosing an Adviser?
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  2. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧15 Miles
    3. 📍Cirencester
  3. 🏢

    The Family Wealth Partnership

    FCA reg no.
    473815
    FCA authorised date:
    08/12/23
    We believe that everyone deserves a long, happy and fulfilling retirement. Our mission is to help you achieve this by providing tax-efficient pension planning solutions that enable you to tick off your bucket list and spend time with your family and loved ones.    We are financial planning experts... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Assets: £250,000
    3. 🪧17.4 Miles
    4. 📍Ledbury
  4. 🏢

    Blakebrooke Financial Advice LTD

    FCA reg no.
    932163
    FCA authorised date:
    17/08/20
    We Specialise in providing high quality advice on many aspects of wealth management, working with you yo help you acheive your financial goals.
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £20,000
    4. 🪧44.6 Miles
    5. 📍Nottingham
  5. 🏢

    MDM Wealth LTD

    FCA reg no.
    823733
    FCA authorised date:
    03/06/19
    Helping successful families and individuals achieve financial freedom with award-winning, Chartered & Certified advice. MDM Wealth Ltd is a family-run financial planning firm, who specialise in retirement planning, wealth management, and investment strategies for affluent families, business owne... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £500,000
    3. ✔Min Assets: £500,000
    4. 🪧49.5 Miles
    5. 📍Rugby
  6. 👤

    Daniel Martin

    MDM Wealth Ltd
    FCA reg no.
    DXM03088
    FCA authorised date:
    03/06/19
    Certified Financial Planner Chartered Financial Planner BA (Hons) Finance and Investment
    1. ✔Min Pension Savings: £500,000
    2. ✔Min Assets: £500,000
    3. 🪧49.5 Miles
    4. 📍Rugby
  7. 🏢

    Cheltenham Independent Financial Advisers LTD

    FCA reg no.
    603065
    FCA authorised date:
    15/10/13
    Cheltenham Independent Financial Advisers Ltd offers regulated, client-focused financial advice on life and investment management, pensions retirement, and comprehensive financial planning in Gloucestershire. Known for professional, tailored service to locals, retirees, and first-time investors.
    1. ✔8 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Cheltenham
  8. 🏢

    ETHICAL INVESTORS (UK) LIMITED

    FCA reg no.
    165222
    FCA authorised date:
    01/12/01
    Ethical Investors (UK) Ltd provides comprehensive financial planning solutions, including life and investments, and pensions. Emphasizing ethical investment practices, the Cheltenham-based firm serves businesses, individuals, and local families throughout Gloucestershire.
    1. ✔3 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Cheltenham
  9. 🏢

    Cheltenham Wealth Financial Practice LTD

    FCA reg no.
    195949
    FCA authorised date:
    01/12/01
    Cheltenham Wealth Financial Practice Ltd is a renowned FCA registered institution, offering comprehensive financial services focused on life and investment planning, pensions retirement advice in Gloucestershire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cheltenham
  10. 🏢

    Spalding Wealth Management Limited

    FCA reg no.
    982587
    FCA authorised date:
    06/09/22
    Spalding Wealth Management Limited, based in Cheltenham, Gloucestershire, is a trusted FCA-regulated firm offering diverse financial services with a personalised, friendly approach.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cheltenham
  11. 🏢

    Cactus Financial Planning LTD

    FCA reg no.
    990743
    FCA authorised date:
    02/10/23
    Cactus Financial Planning Ltd, based in Gloucestershire, offers personalised financial solutions including life insurance, investments, and pensions retirement advice. Known for transparency and diligence, they serve individuals and businesses alike.
    1. ✔2 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Gloucestershire
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  13. 🏢

    ROCKWEALTH COTSWOLDS LTD

    FCA reg no.
    1043777
    FCA authorised date:
    03/11/25
    Located in Cheltenham, ROCKWEALTH COTSWOLDS LTD is a trusted FCA-regulated financial firm offering high-quality services such as life investments, pensions advice, and general financial planning across Gloucestershire.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cheltenham
  14. 🏢

    Montpellier Asset Management LTD

    FCA reg no.
    521333
    FCA authorised date:
    12/11/10
    Montpellier Asset Management Ltd is an FCA-regulated financial planning firm in Cheltenham, offering expert advice on life investments, pensions, and retirement planning to clients across Gloucestershire.
    1. ✔6 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.2 Miles
    4. 📍Cheltenham
  15. 🏢

    Rock Wealth LLP

    FCA reg no.
    610181
    FCA authorised date:
    07/02/14
    Rock Wealth LLP is a FCA-regulated firm in Cheltenham, Gloucestershire, offering bespoke financial services including life and investments advice, pensions retirement planning, and general financial planning.
    1. ✔3 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Cheltenham
  16. 🏢

    Rockwealth Chelmsford LTD

    FCA reg no.
    1045813
    FCA authorised date:
    16/01/26
    Rockwealth Chelmsford Ltd is a reliable, FCA-regulated financial advisory firm in Cheltenham, Gloucestershire, offering expert advice in financial planning, pensions retirement, and investments.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cheltenham
  17. 🏢

    ROCKWEALTH CHISWICK LTD

    FCA reg no.
    1048335
    FCA authorised date:
    20/01/26
    Rockwealth Chiswick Ltd, based in Gloucestershire, provides trustworthy financial advice on life investments, pensions, and final salary pension transfers, specializing in personalized solutions for unique financial goals.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cheltenham
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