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Find FCA registered Financial Advisers Near Me in EC4M 7

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We have found 2129 relevant financial adviser firms within 30 miles of EC4M 7. Showing page 1 of 142.

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  2. 🏢

    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. 🪧0.3 Miles
    6. 📍 London
  3. 🏢

    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. 🪧0.8 Miles
    4. 📍London
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧0.9 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. 🪧2.9 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. 🪧14.6 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. 🪧23.5 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. 🪧30.9 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. 🏢

    Forvis Mazars Financial Planning Limited

    FCA reg no.
    182644
    FCA authorised date:
    01/12/01
    Forvis Mazars, a London-based regulated financial firm, specialises in wealth management, pensions advice, and life investments with exceptional pension transfers and comprehensive financial planning services.
    1. ✔36 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍London
  11. 🏢

    Postern Wealth Management LTD

    FCA reg no.
    511474
    FCA authorised date:
    01/11/09
    Postern Wealth Management Ltd, based in London, offers comprehensive financial planning and regulated advice, including investment management, retirement advice and more, with a focus on tailored, client-centered service.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍London
  12. 🏢

    Finura Partners Limited

    FCA reg no.
    616038
    FCA authorised date:
    24/10/17
    London-based Finura, regulated by the FCA, offers tailored financial planning and advice, specializing in insurance, investments, pensions and retirement. Known for their client-focused approach, they are trusted advisors for first-time investors.
    1. ✔16 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍London
  13. 🏢

    Mirandus Wealth Limited

    FCA reg no.
    1028177
    FCA authorised date:
    01/05/25
    Mirandus Wealth Limited is an FCA-regulated financial advisory firm in London, offering personalized financial planning strategies including life investments and pension advice. They align their services with client-specific goals and circumstances.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍London
  14. 🏢

    NOVA Wealth LTD

    FCA reg no.
    778951
    FCA authorised date:
    27/09/17
    Based in London, Nova Wealth is a leading FCA-regulated firm providing comprehensive financial services across the UK, with specialisation in pensions retirement and emphasis on client-focused advice.
    1. ✔18 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.2 Miles
    4. 📍London
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  16. 🏢

    Lubbock Fine Wealth Management LLP

    FCA reg no.
    707296
    FCA authorised date:
    15/10/15
    London-based Lubbock Fine Wealth Management LLP offers professional financial services including insurance, investments and retirement plans, with a client-focused approach to secure financial futures. Regulated by the FCA (707296).
    1. ✔3 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍London
  17. 🏢

    Heronsgate Capital LLP

    FCA reg no.
    933757
    FCA authorised date:
    01/04/21
    Heronsgate Capital LLP is a London-based financial services firm renowned for its FCA regulated advice and comprehensive range of planning services, catering to individual needs with an approachable style.
    1. ✔8 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍London
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