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Find FCA registered Financial Advisers Near Me in GU34 4


We have found 667 relevant financial adviser firms within 30 miles of GU34 4. Showing page 1 of 45.

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  2. 🏢

    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. 🪧16.8 Miles
    5. 📍London
  3. 👤

    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. 🪧19.6 Miles
    4. 📍Reading
  4. 🏢

    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. 🪧19.6 Miles
    5. 📍Reading
  5. 🏢

    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. 🪧20 Miles
    3. 📍Thatcham
  6. 🏢

    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. 🪧24.3 Miles
    5. 📍Billingshurst
  7. 🏢

    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. 🪧30 Miles
    5. 📍Claygate
  8. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧43.2 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. 🪧43.7 Miles
    6. 📍 London
  10. 🏢

    Nigel Green Wealth Management Limited

    FCA reg no.
    750546
    FCA authorised date:
    21/06/16
    Nigel Green Wealth Management Limited, an FCA regulated firm, offers professional financial advice in Alton, Hampshire. Specialising in life, investment services, and pension planning, they ensure clients' financial stability and peace of mind.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Alton
  11. 🏢

    Oakpath Financial Planning LTD

    FCA reg no.
    1040445
    FCA authorised date:
    18/08/25
    Oakpath Financial Planning Ltd offers expert financial planning solutions including life investments, pension advice, final salary transfers, and overall financial planning. We are FCA regulated and dedicated to client-focused advice.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Alton
  12. 🏢

    Capital Planning Partners (holdings) LTD

    FCA reg no.
    1030521
    FCA authorised date:
    02/04/25
    Capital Planning Partners (Holdings) Ltd, based in Alton, Hampshire, offers FCA-regulated financial solutions, advising on life investments, pensions, and financial planning. Known for client-centric, personalised services, they make financial planning accessible to all.
    1. ✔21 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Alton
  13. 🏢

    Bourne Independent Financial Advisers LTD

    FCA reg no.
    502077
    FCA authorised date:
    14/10/09
    Bourne Independent Financial Advisers Ltd, based in Alton, Hampshire, is a trusted firm offering comprehensive financial planning services including retirement advice and investment counsel, with a client-centered approach. Regulated by the FCA.
    1. ✔3 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Alton
  14. 🏢

    Wellington Ford Financial LTD

    FCA reg no.
    575276
    FCA authorised date:
    26/06/15
    Wellington Ford Financial Ltd, regulated by the FCA, is a trusted Hampshire-based firm specializing in financial planning, wealth management, life insurance, investments, and pensions advice.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Alton
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  16. 🏢

    Buckle & Partners Limited

    FCA reg no.
    750535
    FCA authorised date:
    21/06/16
    Buckle & Partners Limited is a FCA-registered, trusted financial planning service in Hampshire, specialising in life and investments, offering expert pensions retirement advice and comprehensive financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Hook
  17. 🏢

    PROTECTION & INVESTMENT LIMITED

    FCA reg no.
    222993
    FCA authorised date:
    02/07/03
    Protection & Investment Limited is a Bordon-based FCA-regulated firm specialising in financial planning, including life insurance, investment strategies, and retirement advice with a strong focus on final salary pension transfers.
    1. ✔17 Financial Advisers
    2. ✔10 Mortgage Brokers
    3. 🪧4.4 Miles
    4. 📍Bordon
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