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Find FCA registered Financial Advisers Near Me in CM7 9


We have found 462 relevant financial adviser firms within 30 miles of CM7 9. Showing page 1 of 31.

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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. 🪧20.8 Miles
    4. 📍London
  3. 🏢

    Fairview Financial Management LTD

    FCA reg no.
    976151
    FCA authorised date:
    20/05/22
    5* Rated Independent Financial Advisers in Rayleigh, Essex. We provide straight-talking, no-nonsense, independent financial advice, wealth management and financial planning. This includes expert, unbiased advice on; investments, pensions, inheritance tax planning, mortgages and protection i... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧21.9 Miles
    3. 📍Rayleigh
  4. 🏢

    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. 🪧39.8 Miles
    6. 📍 London
  5. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧40.2 Miles
    3. 📍London
  6. 🏢

    Anglian Wealth

    FCA reg no.
    499227
    FCA authorised date:
    08/04/09
    We provide financial adviser and wealth management services in East Anglia that are personalised to meet your needs, without confusing jargon. Whether you are an individual or a business, our specialist team guides you through the process and provides recommendations that empower you to make i... read full company profile
    1. ✔5 Financial Advisers
    2. ✔Min Pension Savings: £20,000
    3. ✔Min Assets: £20,000
    4. 🪧59.9 Miles
    5. 📍Norwich
  7. 🏢

    Fenshaw Independent Financial Advisers LLP

    FCA reg no.
    830134
    FCA authorised date:
    10/04/19
    Fenshaw Independent Financial Advisers LLP is a respected FCA-regulated firm based in Essex, offering personalized financial services including life investments, pensions, retirement advice, and comprehensive planning. They cater to a wide customer base.
    1. ✔5 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Braintree
  8. 🏢

    Lucy Goodwyn

    FCA reg no.
    1029163
    FCA authorised date:
    01/03/25
    Lucy Goodwyn is a respected Essex-based financial firm, specialising in investment advice, pensions, final salary pension transfers and comprehensive financial planning. They provide personalised, regulated financial services to clients across Essex and nearby counties.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Braintree
  9. 🏢

    Paul Davis Financial Planning LTD

    FCA reg no.
    795804
    FCA authorised date:
    05/12/17
    Paul Davis Financial Planning Ltd is an FCA-regulated firm offering tailored financial services, including life and investments, pensions retirement advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Braintree
  10. 🏢

    SBK Wealth LTD

    FCA reg no.
    830815
    FCA authorised date:
    14/01/19
    SBK Wealth Ltd. in Braintree, Essex is a client-focused, FCA-regulated firm offering comprehensive financial planning solutions including life investments and pension advice, serving locals and surrounding regions.
    1. ✔2 Financial Advisers
    2. 🪧2 Miles
    3. 📍Braintree
  11. 🏢

    Kings Mortgages Limited

    FCA reg no.
    413800
    FCA authorised date:
    16/08/21
    Mortgage Advice Bureau is a trusted FCA-regulated financial firm in Braintree, Essex, offering expert advice on life investments, pensions retirement, and comprehensive financial planning to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Braintree
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  13. 🏢

    Oakfield Financial Services Limited

    FCA reg no.
    223774
    FCA authorised date:
    14/07/03
    Oakfield Financial Services Limited, an FCA-regulated firm, offers comprehensive financial planning services including life, investment, and pension advice from their Essex location. Their professional team serves diverse clients towards secure financial futures.
    1. ✔4 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧2.1 Miles
    4. 📍Braintree
  14. 🏢

    Clarity Financial Planning Limited

    FCA reg no.
    931338
    FCA authorised date:
    04/08/20
    FCA-regulated Clarity Financial Planning Limited provides expert wealth management, investment and pension retirement advice in Braintree, Essex. Renowned for its approachable team and personalised financial planning, it specialises in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Braintree
  15. 🏢

    Oculus Wealth Management (city) Limited

    FCA reg no.
    927587
    FCA authorised date:
    10/06/20
    Oculus Wealth Management provides comprehensive financial planning and regulated advice in areas like investments and pensions. Known for their personalised approach, they specialise in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧3.2 Miles
    3. 📍Braintree
  16. 🏢

    Chapel Wealth Management Group LTD

    FCA reg no.
    987637
    FCA authorised date:
    24/11/22
    Chapel Wealth Management Group Ltd, based in Essex, provides expert financial planning and regulated advice on life and investment portfolios, pensions, and final salary pension transfers, tailoring services to individual financial goals.
    1. ✔18 Financial Advisers
    2. 🪧3.5 Miles
    3. 📍Great Notley
  17. 🏢

    Stepwoods Financial Planning LTD

    FCA reg no.
    1032748
    FCA authorised date:
    01/09/25
    Stepwoods is a FCA regulated firm based in Essex, offering personalized financial planning, life insurance, investments, pension retirement advice and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧4.1 Miles
    3. 📍Braintree
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