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Find FCA registered Financial Advisers Near Me in EC3V 9


We have found 2129 relevant financial adviser firms within 30 miles of EC3V 9. Showing page 1 of 142.

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  2. 🏢

    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. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. 🪧0.2 Miles
    4. 📍London
  3. 🏢

    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. 🪧1 Miles
    6. 📍 London
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍London
  5. 🏢

    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. 🪧3.5 Miles
    5. 📍London
  6. 🏢

    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. 🪧15 Miles
    5. 📍Claygate
  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. 🪧22.9 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. 🪧30.2 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. 🪧37.7 Miles
    5. 📍London
  10. 🏢

    The Rayburn Group LTD

    FCA reg no.
    441856
    FCA authorised date:
    14/11/05
    The Rayburn Group Ltd is a London-based, FCA-registered financial advisory firm offering a wide range of services including insurance, investments, pensions, and comprehensive financial planning, customized to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧0 Miles
    3. 📍London
  11. 🏢

    Nicholas Phillips

    FCA reg no.
    695295
    FCA authorised date:
    14/05/15
    London-based Nicholas Phillips provides tailored financial services including insurance, investments and pensions. Regulated by the FCA, they specialize in final salary pension transfers and retirement advice, ensuring a personalized approach for all clients.
    1. ✔1 Financial Adviser
    2. 🪧0 Miles
    3. 📍London
  12. 🏢

    Lombard Wealth Associates Limited

    FCA reg no.
    712135
    FCA authorised date:
    30/07/15
    Located near the City of London, Lombard Wealth Associates Limited offers comprehensive financial services - from life insurance to investment strategies and retirement planning. Committed to maintaining high professional standards, they ensure a prosperous future.
    1. ✔4 Financial Advisers
    2. 🪧0 Miles
    3. 📍London
  13. 🏢

    Michael Sharp

    FCA reg no.
    811834
    FCA authorised date:
    18/06/18
    Michael Sharp is a highly-respected London-based financial services firm specialising in life investments, pensions retirement, and comprehensive financial planning, known for its expert advice, client-centric approach, and regulated services.
    1. ✔1 Financial Adviser
    2. 🪧0 Miles
    3. 📍London
  14. 🏢

    O'Hara Financial Planning Limited

    FCA reg no.
    826971
    FCA authorised date:
    26/11/18
    O'Hara Financial Planning Limited is a FCA-regulated company in Westerham, Kent, offering tailored advice on life insurances, investments, pensions, and financial planning. Serving Greater London, they cater to diverse clients, including first-time investors and business owners.
    1. ✔1 Financial Adviser
    2. 🪧0 Miles
    3. 📍London
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  16. 🏢

    Kamlesh Kaur Singh

    FCA reg no.
    920508
    FCA authorised date:
    31/01/20
    London-based Kamlesh Kaur Singh, regulated by the FCA, is renowned for financial planning expertise, specialising in retirement strategies. Providing personalised solutions, they offer a range of services including insurance and investment opportunities.
    1. ✔1 Financial Adviser
    2. 🪧0 Miles
    3. 📍London
  17. 🏢

    Bernie De Souza

    FCA reg no.
    416269
    FCA authorised date:
    01/12/04
    Bernie De Souza is a reputable London-based financial firm, providing FCA regulated advice in life insurance, investments, pensions retirement, and final salary pension transfers. They prioritize client focus and customized services.
    1. ✔1 Financial Adviser
    2. 🪧0 Miles
    3. 📍London
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