Are you an Adviser click here
Search Financial Advisers Logo
Our website uses Cookies.

You can set your preferences here.

Find FCA registered Financial Advisers Near Me in Crownpits GU7

Search Financial Advisers Logo

We have found 1025 relevant financial adviser firms within 30 miles of Crownpits GU7. Showing page 1 of 69.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 🏢

    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. 🪧13.1 Miles
    5. 📍Billingshurst
  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. 🪧17.1 Miles
    5. 📍Claygate
  4. 🏢

    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. 🪧21.8 Miles
    5. 📍London
  5. 👤

    Rob Spendley

    Robertsons & Crawford Ltd
    FCA reg no.
    RSS01129
    FCA authorised date:
    03/05/17
    DipPFS Cert Financial Planning (SA) Cert CII(MP & ER) Certificate in Equity Release Director and Independent Financial Advisor Member of the Personal Finance Society & the Society of Mortgage Professionals
    1. ✔Min Pension Savings: £150,000
    2. ✔Min Assets: £500,000
    3. 🪧24.6 Miles
    4. 📍Reading
  6. 🏢

    Robertsons & Crawford LTD

    FCA reg no.
    771963
    FCA authorised date:
    03/05/17
    We are a small Directly Authorised firm of Independent Financial Advisers specialising in providing Pensions & Investment Advice.
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧24.6 Miles
    5. 📍Reading
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧31.1 Miles
    3. 📍London
  8. 🏢

    Simple Wealth Solutions

    FCA reg no.
    949781
    FCA authorised date:
    26/04/21
    I started work in the Finance industry over 30 years ago. Working in London for the largest Friendly Society in the World; Liverpool Victoria. I am the youngest of six siblings, married with three children of my own; so fully understand the importance of saving for the future and protecting your we... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧31.3 Miles
    3. 📍Thatcham
  9. 🏢

    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. 🪧31.5 Miles
    6. 📍 London
  10. 🏢

    Oculus Wealth Management (hampshire) Limited

    FCA reg no.
    999807
    FCA authorised date:
    17/07/23
    Oculus Wealth Management, FCA registered, offers comprehensive financial solutions including life insurance, investment strategies, and personal pensions retirement plans. Known for a friendly approach, they serve individuals, families, and businesses in Greater Godalming.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Godalming
  11. 🏢

    Oculus Wealth Management (godalming) Limited

    FCA reg no.
    988146
    FCA authorised date:
    02/12/22
    Oculus Wealth Management is a well-regarded, FCA-regulated financial advisory firm in Surrey, offering diverse services including insurance, investments, financial planning, and comprehensive pension advice.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Godalming
  12. 🏢

    MEDICAL INVESTMENT & ADVISORY SERVICES LLP

    FCA reg no.
    592931
    FCA authorised date:
    28/05/13
    Medical Investment and Advisory Services LLP in Godalming, Surrey provides reliable, regulated financial advice specialising in retirement planning, investments, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Godalming
  13. 🏢

    MacKenzie Webb Associates Limited

    FCA reg no.
    1004385
    FCA authorised date:
    03/07/24
    MacKenzie Webb Associates Limited is a professional financial service firm in Surrey, offering regulated advice and bespoke services in life and investments, pensions retirement planning, and general financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Surrey
  14. 🏢

    McLaren Capital Limited

    FCA reg no.
    521875
    FCA authorised date:
    12/08/10
    McLaren Capital Limited is a Godalming-based financial planning firm providing life and retirement advice, investment management, and pension plans, regulated by the FCA. They offer tailored services in Surrey and beyond.
    1. ✔6 Financial Advisers
    2. 🪧0.7 Miles
    3. 📍Godalming
  15. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  16. 🏢

    Warwick Bailey

    FCA reg no.
    1019207
    FCA authorised date:
    27/09/24
    Warwick Bailey, a professional financial consultancy located in Surrey, offers bespoke financial planning services, expertise in life and investments, and regulated pension advice. Known for approachability and client-focus.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Godalming
  17. 🏢

    Kevin Gatland

    FCA reg no.
    946961
    FCA authorised date:
    12/03/21
    Kevin Gatland is a reputable FCA-regulated financial planning firm based in Surrey, offering expert advice in life and investments, pensions retirement, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Godalming
Page 1 of 69. Showing results 1 to 15.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback