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Find FCA registered Financial Advisers Near Me in Gerrards Cross


We have found 2014 relevant financial adviser firms within 30 miles of Gerrards Cross. Showing page 1 of 135.

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  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. 🪧18.4 Miles
    5. 📍Claygate
  3. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧19.2 Miles
    3. 📍London
  4. 🏢

    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. 🪧19.8 Miles
    6. 📍 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. 🪧20.4 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. 🪧20.4 Miles
    5. 📍Reading
  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. 🪧20.8 Miles
    5. 📍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. 🪧32.6 Miles
    3. 📍Thatcham
  9. 🏢

    Eastwood Financial Solutions LTD

    FCA reg no.
    514308
    FCA authorised date:
    01/04/10
    Eastwood Financial Solutions Ltd, located in Gerrards Cross, offers tailored financial advice and planning for individuals and businesses in the UK. Known for prioritizing customer needs, it is trusted for investments, pensions, and insurance planning.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0 Miles
    4. 📍Gerrards Cross
  10. 🏢

    Salisbury Financial Services Limited

    FCA reg no.
    116461
    FCA authorised date:
    01/12/01
    Salisbury Financial Services, based in Gerrards Cross, Buckinghamshire, is a FCA regulated firm offering tailored financial planning and advice on life investments, pensions retirement, and more throughout Greater London.
    1. ✔3 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Gerrards Cross
  11. 🏢

    Sean Barry

    FCA reg no.
    400853
    FCA authorised date:
    22/07/04
    Sean Barry, offering expert financial advice and planning in Buckinghamshire, is renowned for customer-centric, tailored services. A trusted, FCA-registered entity, it caters to both first-time and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍Gerrards Cross
  12. 🏢

    Chalfont Investment Consultants Limited

    FCA reg no.
    125116
    FCA authorised date:
    01/12/01
    Chalfont Investment Consultants is a trusted, FCA regulated firm based in Gerrards Cross, offering comprehensive financial planning and expert advice on investments, pensions, and retirement planning.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.1 Miles
    4. 📍Gerrards Cross
  13. 🏢

    FARADAY FINANCIAL PLANNING LIMITED

    FCA reg no.
    415909
    FCA authorised date:
    01/04/05
    Faraday Financial Planning Limited, a FCA regulated company, offers specialised financial advice in pensions, life and investments, and comprehensive financial planning with exceptional customer focus in Gerrards Cross and Greater London.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Gerrards Cross
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  15. 🏢

    Hartley Ross LTD

    FCA reg no.
    924765
    FCA authorised date:
    08/09/20
    UK-based Hartley Ross is an FCA-regulated financial planning firm providing tailored advice in life investments, pensions retirement, and other financial services. Their client-focused approach helps individuals confidently navigate their financial futures.
    1. ✔2 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧0.7 Miles
    4. 📍Gerrards Cross
  16. 🏢

    Wardour Financial Planners LTD

    FCA reg no.
    739963
    FCA authorised date:
    05/10/16
    Wardour Investments, a trusted financial firm in Gerrards Cross, offers expert life investments guidance, retirement advice, and financial planning to clients in Buckinghamshire and beyond. Regulated by the FCA, their personalised service is appreciated by all investors.
    1. ✔3 Financial Advisers
    2. 🪧0.7 Miles
    3. 📍Gerrards Cross
  17. 🏢

    Thomas House Partnership LLP

    FCA reg no.
    415656
    FCA authorised date:
    25/01/05
    Thomas House Partnership LLP is a Buckinghamshire-based firm offering regulated financial planning and advice across the UK, specializing in insurance, investments, and strategic financial planning. FCA registered and committed to client satisfaction.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Gerrards Cross
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