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 Epsom

Search Financial Advisers Logo

We have found 2107 relevant financial adviser firms within 30 miles of Epsom. Showing page 1 of 141.

📍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. 🏢

    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. 🪧3.4 Miles
    5. 📍Claygate
  3. 🏢

    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. 🪧12.3 Miles
    5. 📍London
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧14 Miles
    3. 📍London
  5. 🏢

    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. 🪧14.3 Miles
    6. 📍 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. 🪧23.1 Miles
    5. 📍Billingshurst
  7. 🏢

    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. 🪧29.9 Miles
    5. 📍London
  8. 👤

    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. 🪧31.7 Miles
    4. 📍Reading
  9. 🏢

    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. 🪧31.7 Miles
    5. 📍Reading
  10. 👤

    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. 🪧35.5 Miles
    4. 📍London
  11. 🏢

    Monro Financial Management LTD

    FCA reg no.
    657358
    FCA authorised date:
    03/12/14
    Monro Financial Management Ltd, based in Surrey, provides comprehensive financial planning including wealth management and pension transfers. Known for personalized service and strong client relationships, they are FCA regulated.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍Epsom
  12. 🏢

    Bdhsterling Limited

    FCA reg no.
    499460
    FCA authorised date:
    22/07/09
    BDH Sterling, a FCA-regulated firm in Epsom, Surrey, offers a range of financial services including insurance, investments and pensions advice. Known for its client-focused, approachable style, it specializes in financial planning and pension transfers.
    1. ✔12 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Epsom
  13. 🏢

    FSWM Limited

    FCA reg no.
    1008154
    FCA authorised date:
    19/01/24
    FSWM Ltd is a Surrey-based financial services provider specialising in financial planning including life and investment options, pension advice, and final salary pension transfers. They deliver tailored, FCA-regulated solutions for both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Epsom
  14. 🏢

    Rogan Phillips Wealth Advisory Limited

    FCA reg no.
    1039851
    FCA authorised date:
    20/08/25
    Rogan Phillips Wealth Advisory Limited is a seasoned financial planning firm in Epsom, Surrey. They specialize in life insurance, investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Epsom
  15. 🏢

    Dominic Montague

    FCA reg no.
    575686
    FCA authorised date:
    21/02/12
    FCA-regulated Dominic Montague in Epsom, Surrey, offers comprehensive financial services including insurance, investments, and pension advice, specialising in tailored financial planning solutions for local families and first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Epsom
  16. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  17. 🏢

    KG Associates LTD

    FCA reg no.
    402769
    FCA authorised date:
    12/08/04
    KG Associates Ltd is a FCA-regulated firm in Surrey, offering comprehensive financial services including sustainable investments, insurance, and bespoke pension strategies, with speciality in final salary pension transfers.
    1. ✔4 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Epsom
Page 1 of 141. 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