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Find FCA registered Financial Advisers Near Me in CR2 7

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We have found 2093 relevant financial adviser firms within 30 miles of CR2 7. Showing page 1 of 140.

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  2. 🏢

    Ewart & Bridgeman Advisers

    FCA reg no.
    439695
    FCA authorised date:
    20/09/05
    Ewart & Bridgeman Advisers is a successful and long-established Senior Partner Practice of St. James's Place. We serve the financial needs of individuals, attorneys, trustees, business owners and families throughout the UK. Peter Ewart was invited to join St. James's Place (formerly J. Rothschi... read full company profile
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £100,000
    3. ✔Min Assets: £200,000
    4. 🪧10.2 Miles
    5. 📍London
  3. 🏢

    Balance Financial Planning

    FCA reg no.
    1005927
    FCA authorised date:
    12/12/23
    HOW WE HELP At Balance Financial Planning we know building wealth is a gradual process, so it’s even more important you make well-informed decisions on how to keep it working for your future. Understanding your financial options can be challenging and sometimes overwhelming.  Whatever your goa... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧10.4 Miles
    5. 📍Claygate
  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. 🪧10.8 Miles
    6. 📍 London
  5. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍London
  6. 🏢

    Avanti Financial Planning

    FCA reg no.
    1026303
    FCA authorised date:
    28/02/25
    Avanti Financial Planning are independent financial advisers, and our mission is to help you improve your finances and make your aims and aspirations a reality. We deliver a service built around the values, experience and knowledge our leadership team has acquired over the last 70 years. What do... read full company profile
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £250,000
    4. 🪧28.1 Miles
    5. 📍Billingshurst
  7. 👤

    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. 🪧28.4 Miles
    4. 📍London
  8. 🏢

    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. 🪧34 Miles
    3. 📍Rayleigh
  9. 🏢

    Shinfield Financial Planning

    FCA reg no.
    1024843
    FCA authorised date:
    05/02/25
    Thanks for looking at my profile. With my many years of experience (30 years +), I help my clients achieve financial independence, through efficient tax mitigation, wealth creation/preservation and retirement planning solutions. I work through the Quilter Network as an appointed representative ... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £300,000
    3. ✔Min Assets: £300,000
    4. 🪧37 Miles
    5. 📍London
  10. 🏢

    Osman Wealth Management LTD

    FCA reg no.
    598248
    FCA authorised date:
    28/03/13
    Based in Greater London, Osman Wealth Management Ltd is a trusted provider of financial planning and wealth management services, offering tailored solutions to meet individual financial needs.
    1. ✔2 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍South Croydon
  11. 🏢

    Prerak Financial Services LTD

    FCA reg no.
    971689
    FCA authorised date:
    01/11/22
    Prerak Financial Services Ltd, a FCA-regulated firm based in South Croydon, specializes in tailor-made financial guidance including retirement planning, investment opportunities, and life insurance across Greater London and Surrey.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Surrey
  12. 🏢

    BAKER GLADSTONE and YORK LIMITED

    FCA reg no.
    509758
    FCA authorised date:
    05/01/10
    Baker Gladstone & York Ltd is a reputable Croydon-based financial firm offering tailored life investments, pensions advice, and pension transfers under careful FCA regulation.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.8 Miles
    4. 📍Croydon
  13. 🏢

    Leading Financial Solutions

    FCA reg no.
    433142
    FCA authorised date:
    31/05/05
    Leading Financial Solutions is a FCA-regulated firm in Croydon, offering services like life insurance, investments, financial planning, and pensions advice to clients across Greater London.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.9 Miles
    4. 📍Croydon
  14. 🏢

    Monetary Solutions Limited

    FCA reg no.
    590335
    FCA authorised date:
    02/04/13
    Monetary Solutions Limited, a reputable FCA-regulated firm located near Croydon, provides comprehensive and client-focused financial solutions. Our services include life investments, pensions, retirement advice and personalised financial planning.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.1 Miles
    4. 📍Croydon
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  16. 🏢

    OAK FINANCIAL MANAGEMENT LTD

    FCA reg no.
    602622
    FCA authorised date:
    11/11/13
    Oak Financial Management Limited, a Croydon-based firm regulated by the FCA, provides expert advice in life investments and pensions retirement planning, focusing on client-centered professional financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Croydon
  17. 🏢

    Toby Keate

    FCA reg no.
    937461
    FCA authorised date:
    30/10/20
    Taylor James Financial Services in Croydon, Greater London, offers comprehensive financial planning, regulated advice, pensions retirement advice, and final salary pension transfers. Trusted for their client-focused approach and personalized solutions. FCA-regulated firm (#937461).
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Croydon
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