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Find FCA registered Financial Advisers Near Me in GU27 2

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We have found 745 relevant financial adviser firms within 30 miles of GU27 2. Showing page 1 of 50.

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  2. 🏢

    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. 🪧11.6 Miles
    5. 📍Billingshurst
  3. 🏢

    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. 🪧24.3 Miles
    5. 📍Claygate
  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. 🪧24.9 Miles
    5. 📍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. 🪧27.9 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. 🪧27.9 Miles
    5. 📍Reading
  7. 🏢

    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. 🪧31.9 Miles
    3. 📍Thatcham
  8. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧38.4 Miles
    3. 📍London
  9. 🏢

    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. 🪧38.7 Miles
    6. 📍 London
  10. 🏢

    Squirrel Financial Planning LTD

    FCA reg no.
    1031474
    FCA authorised date:
    16/04/25
    Squirrel Financial Planning Ltd, a Surrey-based firm, provides trusted, regulated advice on life investments, pension retirements and financial planning to clients across Surrey and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Haslemere
  11. 🏢

    Blackdown Wealth Management LLP

    FCA reg no.
    924548
    FCA authorised date:
    16/04/20
    Blackdown Wealth Management LLP is a reputable, FCA-regulated financial firm in West Sussex specializing in life investments, retirement planning, and pensions, providing tailored, comprehensive financial services for long-term security and growth.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Haslemere
  12. 🏢

    Lancer Wealth Management LTD

    FCA reg no.
    801426
    FCA authorised date:
    12/02/18
    Lancer Wealth Management Ltd, a FCA-regulated financial services firm in Hindhead, Hampshire, offers bespoke financial planning and investment advisory services. Known for professional, friendly, and effective wealth management solutions.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Hindhead
  13. 🏢

    Greysmere Associates Limited

    FCA reg no.
    429232
    FCA authorised date:
    26/07/05
    Greysmere Associates Limited provides expert financial planning guidance, specializing in life investments, pensions retirement advice, and tailored financial strategies to UK individuals and businesses, emphasizing personalized, client-centric solutions.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Hindhead
  14. 🏢

    Saul Pascoe

    FCA reg no.
    477312
    FCA authorised date:
    11/01/08
    Saul Pascoe is a premier financial planning and advisory firm in Surrey, offering tailored services in life investments, pensions advice, and comprehensive financial planning. It is regulated by the FCA and renowned for its client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧3.6 Miles
    3. 📍Hindhead
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  16. 🏢

    AJN Wealth Management LTD

    FCA reg no.
    966648
    FCA authorised date:
    04/01/22
    AJN Wealth Management Ltd, an FCA-regulated financial firm in Liphook, Hampshire, specialises in life investments, pensions retirement advice and more, serving local families with tailored financial strategies.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍Liphook
  17. 🏢

    Charles Dickson Financial Planning LLP

    FCA reg no.
    515015
    FCA authorised date:
    01/04/10
    Charles Dickson Financial Planning LLP, based in Farnham, Surrey, provides reliable, FCA-regulated financial planning and investment solutions. Known for their professional yet friendly approach, they help individuals realize their financial goals.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Farnham
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