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Find FCA registered Financial Advisers Near Me in GU21 5

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We have found 1959 relevant financial adviser firms within 30 miles of GU21 5. Showing page 1 of 131.

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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. 🪧8.5 Miles
    5. 📍Claygate
  3. 🏢

    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. 🪧18.9 Miles
    5. 📍London
  4. 👤

    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. 🪧21 Miles
    4. 📍Reading
  5. 🏢

    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. 🪧21 Miles
    5. 📍Reading
  6. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧21.4 Miles
    3. 📍London
  7. 🏢

    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. 🪧21.9 Miles
    6. 📍 London
  8. 🏢

    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. 🪧22 Miles
    5. 📍Billingshurst
  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. 🪧31.3 Miles
    3. 📍Thatcham
  10. 🏢

    M B R Wealth Management Limited

    FCA reg no.
    520270
    FCA authorised date:
    15/03/10
    M B R Wealth Management Ltd, based in Surrey, offers tailored financial services including investment guidance, retirement advice and pension transfers. They serve clients at all stages of financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Addlestone
  11. 🏢

    Wisley Family Wealth Limited

    FCA reg no.
    820598
    FCA authorised date:
    07/01/19
    Wisley Family Wealth Limited is a renowned Surrey-based financial advisory firm offering bespoke services in life investments, retirement advice, financial planning and pensions to a diverse client base.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
  12. 🏢

    Libra Financial Planning Limited

    FCA reg no.
    452312
    FCA authorised date:
    20/07/06
    Libra Financial Planning Limited, a FCA regulated firm, offers a wide range of financial services including life insurance, investments, pensions retirement advice, and is specialised in final salary pension transfers.
    1. ✔4 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧1 Miles
    4. 📍West Byfleet
  13. 🏢

    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. 🪧1.1 Miles
    3. 📍Woking
  14. 🏢

    Clarity Limited

    FCA reg no.
    185468
    FCA authorised date:
    01/12/01
    Clarity Limited is a reputable Woking, Surrey-based financial firm recognized for its range of financial services including wealth management, life insurance, and financial planning. The FCA-regulated firm also offers strategic investment advice and pensions retirement advice.
    1. ✔8 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍Woking
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  16. 🏢

    Aimpoint Wealth Partners LTD

    FCA reg no.
    836431
    FCA authorised date:
    13/03/19
    Aimpoint Wealth Partners Ltd offers diverse financial services including investment and retirement advice. Based in Surrey, they're dedicated to tailoring solutions to secure their clients' future with a client-oriented approach.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Woking
  17. 🏢

    Stephen Grant Powell

    FCA reg no.
    767743
    FCA authorised date:
    20/12/16
    Stephen Grant Powell is a reputable financial services firm in West Byfleet, Surrey, specializing in wealth management, investment strategies, and pension advice. It's a trusted local resource for holistic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍West Byfleet
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