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Find FCA registered Financial Advisers Near Me in GU7 3

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We have found 1146 relevant financial adviser firms within 30 miles of GU7 3. Showing page 1 of 77.

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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. 🪧14.3 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. 🪧16.2 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. 🪧20.7 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. 🪧23.5 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. 🪧23.5 Miles
    5. 📍Reading
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧30.2 Miles
    3. 📍London
  8. 🏢

    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. 🪧30.6 Miles
    3. 📍Thatcham
  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. 🪧30.6 Miles
    6. 📍 London
  10. 🏢

    Oculus Wealth Management (hampshire) Limited

    FCA reg no.
    999807
    FCA authorised date:
    17/07/23
    Oculus Wealth Management, FCA registered, offers comprehensive financial solutions including life insurance, investment strategies, and personal pensions retirement plans. Known for a friendly approach, they serve individuals, families, and businesses in Greater Godalming.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Godalming
  11. 🏢

    Oculus Wealth Management (godalming) Limited

    FCA reg no.
    988146
    FCA authorised date:
    02/12/22
    Oculus Wealth Management is a well-regarded, FCA-regulated financial advisory firm in Surrey, offering diverse services including insurance, investments, financial planning, and comprehensive pension advice.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Godalming
  12. 🏢

    MEDICAL INVESTMENT & ADVISORY SERVICES LLP

    FCA reg no.
    592931
    FCA authorised date:
    28/05/13
    Medical Investment and Advisory Services LLP in Godalming, Surrey provides reliable, regulated financial advice specialising in retirement planning, investments, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Godalming
  13. 🏢

    Richard Conway

    FCA reg no.
    415105
    FCA authorised date:
    18/11/04
    Richard Conway is a renowned financial firm located in Surrey, known for expert guidance in life insurance, pensions, investments and comprehensive financial planning. They provide tailored solutions with regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Godalming
  14. 🏢

    McLaren Capital Limited

    FCA reg no.
    521875
    FCA authorised date:
    12/08/10
    McLaren Capital Limited is a Godalming-based financial planning firm providing life and retirement advice, investment management, and pension plans, regulated by the FCA. They offer tailored services in Surrey and beyond.
    1. ✔6 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Godalming
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  16. 🏢

    MacKenzie Webb Associates Limited

    FCA reg no.
    1004385
    FCA authorised date:
    03/07/24
    MacKenzie Webb Associates Limited is a professional financial service firm in Surrey, offering regulated advice and bespoke services in life and investments, pensions retirement planning, and general financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Surrey
  17. 🏢

    HARDING FINANCIAL LTD

    FCA reg no.
    555911
    FCA authorised date:
    03/10/11
    1. ✔8 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Guildford
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