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Find FCA registered Financial Advisers Near Me in GU5 9

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We have found 1892 relevant financial adviser firms within 30 miles of GU5 9. Showing page 1 of 127.

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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. 🪧11.9 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. 🪧13.1 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. 🪧25.1 Miles
    5. 📍London
  5. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧25.8 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. 🪧26.2 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. 🪧27.7 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. 🪧27.7 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. 🪧36.1 Miles
    3. 📍Thatcham
  10. 🏢

    Montfort International Limited

    FCA reg no.
    181199
    FCA authorised date:
    01/12/01
    Montfort is a reputable financial services firm in Guildford, Surrey, specialising in life investments and retirement planning. It offers tailored, FCA-regulated services to secure clients' financial futures.
    1. ✔2 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Guildford
  11. 🏢

    Estate Financial Planning Limited

    FCA reg no.
    565554
    FCA authorised date:
    01/06/12
    Estate Financial Planning Limited is an FCA regulated firm in Surrey offering professional financial planning services. Specializing in insurance, investments, and retirement advice, they provide tailored, respectful support to individuals and businesses.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.6 Miles
    4. 📍Guildford
  12. 🏢

    SURREY HILLS FINANCIAL MANAGEMENT LTD

    FCA reg no.
    914187
    FCA authorised date:
    07/07/20
    Surrey Hills Financial Management Ltd is a FCA-regulated firm offering comprehensive financial services including life and investment advice, retirement planning, and broader financial planning in Guildford and wider Surrey region.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Guildford
  13. 🏢

    Price Ferguson (farnham) Limited

    FCA reg no.
    937189
    FCA authorised date:
    27/10/20
    Price Ferguson (Farnham) Ltd is a FCA registered financial expert providing insurance, financial planning and investment services across Surrey, committed to personalized consultations and strategic planning for individuals and businesses.
    1. ✔2 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Guildford
  14. 🏢

    Price Ferguson (surrey Hills) Limited

    FCA reg no.
    1031392
    FCA authorised date:
    28/04/25
    Price Ferguson is a reputable FCA registered financial advisory firm in Guildford, specialising in life insurance, investments, and pension advice, known for providing tailored and client-focused financial solutions.
    1. ✔2 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Guildford
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  16. 🏢

    Heritage Price Ferguson Limited

    FCA reg no.
    1018167
    FCA authorised date:
    23/09/24
    Price Ferguson Wealth Management is a leading, FCA-regulated financial planning service in Guildford, Surrey, GB. They offer tailored, comprehensive advice on investments, insurance, and pensions to promote stability and growth.
    1. ✔1 Financial Adviser
    2. 🪧3.8 Miles
    3. 📍Guildford
  17. 🏢

    PRICE FERGUSON LIMITED

    FCA reg no.
    424784
    FCA authorised date:
    06/04/05
    3. Price Ferguson, a FCA-regulated wealth management firm in Guildford, Surrey, offers a broad range of financial services including life advice, retirement planning and pension transfers. We provide personalised, reliable and well-informed advice.
    1. ✔5 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Guildford
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