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Find FCA registered Financial Advisers Near Me in Greenleys MK12

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We have found 434 relevant financial adviser firms within 30 miles of Greenleys MK12. Showing page 1 of 29.

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  2. 🏢

    MDM Wealth LTD

    FCA reg no.
    823733
    FCA authorised date:
    03/06/19
    Helping successful families and individuals achieve financial freedom with award-winning, Chartered & Certified advice. MDM Wealth Ltd is a family-run financial planning firm, who specialise in retirement planning, wealth management, and investment strategies for affluent families, business owne... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £500,000
    3. ✔Min Assets: £500,000
    4. 🪧30 Miles
    5. 📍Rugby
  3. 👤

    Daniel Martin

    MDM Wealth Ltd
    FCA reg no.
    DXM03088
    FCA authorised date:
    03/06/19
    Certified Financial Planner Chartered Financial Planner BA (Hons) Finance and Investment
    1. ✔Min Pension Savings: £500,000
    2. ✔Min Assets: £500,000
    3. 🪧30 Miles
    4. 📍Rugby
  4. 👤

    Chervin Dell

    Intelligent Financial Advisory
    FCA reg no.
    CMD01104
    FCA authorised date:
    13/07/15
    I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry. Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation. I pride myself in giving a 5*... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧32.4 Miles
    4. 📍Lutterworth
  5. 🏢

    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. 🪧44.7 Miles
    5. 📍London
  6. 🏢

    Blakebrooke Financial Advice LTD

    FCA reg no.
    932163
    FCA authorised date:
    17/08/20
    We Specialise in providing high quality advice on many aspects of wealth management, working with you yo help you acheive your financial goals.
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £20,000
    4. 🪧46.6 Miles
    5. 📍Nottingham
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧47.9 Miles
    3. 📍London
  8. 🏢

    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. 🪧48.3 Miles
    6. 📍 London
  9. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧63.1 Miles
    4. 📍Hilton
  10. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧63.1 Miles
    5. 📍Hilton
  11. 🏢

    Odyssey Wealth Management LTD

    FCA reg no.
    610640
    FCA authorised date:
    21/11/13
    Odyssey Wealth Management Ltd, located in Milton Keynes, offers comprehensive financial services such as investments, life insurance, and personalised retirement advice. They provide robust financial planning tailored to each client's needs.
    1. ✔3 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍Milton Keynes
  12. 🏢

    Ad Valorem Wealth Management Services Limited

    FCA reg no.
    1040510
    FCA authorised date:
    06/09/25
    FCA registered financial firm Ad Valorem, based in Milton Keynes, offers personalised advice on investments, pensions and comprehensive financial planning. Specialising in final pension transfers, they prioritise a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Milton Keynes
  13. 🏢

    Vizion Wealth LLP

    FCA reg no.
    565523
    FCA authorised date:
    17/01/12
    FCA-regulated Vizion Wealth LLP offers comprehensive financial services including wealth management and retirement advice. Serving Milton Keynes and beyond, they prioritize clients' financial stability with tailored, trusted advice.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Milton Keynes
  14. 🏢

    Chrystie Savage Limited

    FCA reg no.
    564580
    FCA authorised date:
    15/09/11
    Chrystie Savage Limited, based in Stony Stratford, Buckinghamshire, provides tailored financial services, specialising in life and investment management, pensions, retirement planning and broad financial planning, ensuring regulated and trustworthy advice.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
  15. 🏢

    Harrison James Financial Planners LTD

    FCA reg no.
    523850
    FCA authorised date:
    12/03/14
    Regulated by the FCA, Harrison James Financial Planners Ltd offers comprehensive financial advice across life, pensions, and investments from their MK11 1AQ location in Stony Stratford, Milton Keynes.
    1. ✔2 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Milton Keynes
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  17. 🏢

    Imperious Capital Limited

    FCA reg no.
    670729
    FCA authorised date:
    01/06/15
    Imperious Capital Limited is a reputable FCA-registered financial services provider specialising in life investments, pensions, retirement advice, and financial planning. They offer personalised, regulated advice and build lifetime relationships with clients.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Milton Keynes
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