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Find FCA registered Financial Advisers Near Me in Grove Heath GU23

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We have found 1929 relevant financial adviser firms within 30 miles of Grove Heath GU23. Showing page 1 of 129.

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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. 🪧8.6 Miles
    5. 📍Claygate
  3. 🏢

    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. 🪧18.8 Miles
    5. 📍Billingshurst
  4. 🏢

    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. 🪧21.1 Miles
    5. 📍London
  5. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧22.5 Miles
    3. 📍London
  6. 🏢

    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. 🪧22.9 Miles
    6. 📍 London
  7. 👤

    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. 🪧23.4 Miles
    4. 📍Reading
  8. 🏢

    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. 🪧23.4 Miles
    5. 📍Reading
  9. 🏢

    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. 🪧33 Miles
    3. 📍Thatcham
  10. 🏢

    Shared Objective LTD

    FCA reg no.
    1017286
    FCA authorised date:
    05/09/24
    A regulated financial firm, Shared Objective Ltd provides tailored financial services including investment planning and pension advice in Ripley, Woking, Surrey, and surrounding counties. They specialize in aiding families and first-time investors.
    1. ✔2 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Woking
  11. 🏢

    NEWNHAM and ASSOCIATES LIMITED

    FCA reg no.
    605548
    FCA authorised date:
    06/08/13
    Vision IFP is a regulated financial firm providing bespoke services in Woking, Surrey. Offering life investments, pensions advice, and comprehensive financial planning, they couple their expertise with a personalized approach.
    1. ✔2 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Woking
  12. 🏢

    Hankley Financial Planning LTD

    FCA reg no.
    697491
    FCA authorised date:
    01/09/15
    Based in Surrey, Hankley Financial Planning Ltd offers expert advice in financial planning, investments, and pensions retirement strategies. Regulated by the FCA, they deliver comprehensive, personalized financial services.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Send
  13. 🏢

    DSN Financial LTD

    FCA reg no.
    697452
    FCA authorised date:
    01/07/15
    Based in Send, Surrey, DSN Financial Ltd is a trusted, FCA-regulated financial services company providing expert advice on life investments, retirement planning, and pensions. They prioritize client-focused, regulated services.
    1. ✔2 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Woking
  14. 🏢

    Verbena Wealth Management Limited

    FCA reg no.
    498150
    FCA authorised date:
    20/03/09
    UK-based Verbena Wealth Management Limited is a fully regulated firm known for trustworthy financial planning and advice, specialising in life, investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Woking
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  16. 🏢

    Kelly Private Wealth LTD

    FCA reg no.
    1020367
    FCA authorised date:
    28/10/24
    Kelly Private Wealth Ltd in Woking, Surrey, offers expert financial planning and advice across sectors including insurance and investments, with a focus on pension retirement. Regulated by the FCA under number 1023607.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Woking
  17. 🏢

    Fortis Wealth Management LTD

    FCA reg no.
    1025410
    FCA authorised date:
    31/01/25
    M&G plc, based in Woking, Surrey, is a trusted financial firm offering robust solutions in life investments and pensions, tailored to unique client needs. Regulated by the FCA, they specialise in comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Woking
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