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Find FCA registered Financial Advisers Near Me in GU28 9

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We have found 663 relevant financial adviser firms within 30 miles of GU28 9. Showing page 1 of 45.

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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. 🪧8.7 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. 🪧27.2 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. 🪧30 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. 🪧33 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. 🪧33 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. 🪧36.5 Miles
    3. 📍Thatcham
  8. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧41.1 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. 🪧41.4 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. 🪧5.4 Miles
    3. 📍Haslemere
  11. 🏢

    Tailored Wealth & Trust Management Limited

    FCA reg no.
    938844
    FCA authorised date:
    04/05/21
    Tailored Wealth & Trust Management Limited, a FCA regulated financial planning firm near Pulborough, West Sussex, offers personalized life investments, pensions retirement advice and comprehensive financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧5.6 Miles
    3. 📍Pulborough
  12. 🏢

    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. 🪧5.9 Miles
    3. 📍Haslemere
  13. 🏢

    Objective Wealth LTD

    FCA reg no.
    827991
    FCA authorised date:
    11/02/19
    Objective Wealth Ltd, a FCA-regulated financial planning company in West Sussex, provides expert advice on life investments, pensions, and retirement with tailor-made solutions to enhance clients' financial future.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧6.4 Miles
    4. 📍Billingshurst
  14. 🏢

    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. 🪧7.4 Miles
    3. 📍Liphook
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  16. 🏢

    Murray West Associates Limited

    FCA reg no.
    410451
    FCA authorised date:
    08/02/22
    Murray West Associates Ltd, a trusted, FCA regulated financial firm in Hampshire's Liphook, specialises in tailored wealth management, insurance and pensions advice, known for expertise in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Liphook
  17. 🏢

    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. 🪧7.5 Miles
    3. 📍Hindhead
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