Find FCA registered Financial Advisers Near Me in EC3M 4
We have found 2135 relevant financial adviser firms within 30 miles of EC3M 4. Showing page 1 of 143.
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Consilium Financial Management
- FCA reg no.
- 616512
- FCA authorised date:
- 28/02/14
Established in 2014, Consilium Financial Management is a financial advisory firm offering expert advice across the full spectrum of financial planning matters, including Inheritance Tax, savings and investments, pensions, protection, retirement and later-life planning. The company’s founder, ... read full company profile- ✔1 Financial Adviser
- ✔Min Pension Savings: £50,000
- 🪧0.3 Miles
- 📍London
- 🏢
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- ✔50 Financial Advisers
- ✔5 Mortgage Brokers
- ✔Min Pension Savings: £200,000
- ✔Min Assets: £200,000
- 🪧1.3 Miles
- 📍 London
- ✔1 Financial Adviser
- 🪧1.9 Miles
- 📍London
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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- ✔3 Financial Advisers
- ✔Min Pension Savings: £100,000
- ✔Min Assets: £200,000
- 🪧3.8 Miles
- 📍London
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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 Financial Adviser
- ✔Min Pension Savings: £50,000
- ✔Min Assets: £50,000
- 🪧15.2 Miles
- 📍Claygate
- ✔Min Pension Savings: £100,000
- ✔Min Assets: £100,000
- 🪧22.6 Miles
- 📍London
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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 Financial Adviser
- 🪧29.9 Miles
- 📍Rayleigh
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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 Financial Adviser
- ✔Min Pension Savings: £300,000
- ✔Min Assets: £300,000
- 🪧38 Miles
- 📍London
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LUCAS FETTES and PARTNERS (FINANCIAL SERVICES) LIMITED
- FCA reg no.
- 146279
- FCA authorised date:
- 01/12/01
Norfolk-based Lucas Fettes Financial Planning provides a comprehensive range of bespoke financial services. Specialising in insurance, investments, and pensions, they offer regulated, individualised advice to demystify complex financial landscapes.- ✔15 Financial Advisers
- 🪧0 Miles
- 📍London
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Integrity Wealth Solutions Limited
- FCA reg no.
- 599257
- FCA authorised date:
- 06/08/13
Integrity Wealth Solutions Limited, an FCA-regulated firm in London, provides expert financial services including investment advice and retirement planning across the UK. Known for their professionalism and tailored approach, they prioritise client's financial goals.- ✔10 Financial Advisers
- 🪧0 Miles
- 📍London
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Adroit Financial Planning Limited
- FCA reg no.
- 579324
- FCA authorised date:
- 07/11/12
Adroit Financial Planning Limited is a FCA-regulated London firm offering comprehensive financial, life and investment planning, with specialist pension retirement advice. Located on Lombard Street, they provide tailored, strategic financial solutions and a personal approach.- ✔6 Financial Advisers
- 🪧0 Miles
- 📍London
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Wealth Wizards Benefits Limited
- FCA reg no.
- 596641
- FCA authorised date:
- 23/08/13
Wealth Wizards is a trusted, FCA-registered financial institution in Leamington Spa, Warwickshire, specialising in life investments, pensions, retirement advice, and comprehensive financial planning. They offer client-focused, regulated advice and tailored services.- ✔5 Financial Advisers
- 🪧0.1 Miles
- 📍London
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JW Financial Services LTD
- FCA reg no.
- 1014496
- FCA authorised date:
- 04/07/24
JW Financial Services, a regulated FCA firm, offers personalized financial planning services including wealth management, insurance, pension advice and investment services in London's financial district.- ✔2 Financial Advisers
- 🪧0.1 Miles
- 📍London
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Skilton Wealth Management Limited
- FCA reg no.
- 618457
- FCA authorised date:
- 26/02/25
Skilton Wealth Management is a London-based, FCA-regulated firm offering tailored wealth management, investment planning, and pension advice. Known for their professional, customised services helping clients make sound financial decisions.- ✔1 Financial Adviser
- 🪧0.1 Miles
- 📍London
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Inspo Wealth Management Limited
- FCA reg no.
- 1016255
- FCA authorised date:
- 05/08/24
London-based Inspo Wealth Management Limited offers FCA-regulated financial planning services. They provide tailored solutions and regulated advice for wealth management, life investments, and pension retirement advice.- ✔2 Financial Advisers
- 🪧0.1 Miles
- 📍London
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