Find FCA registered Financial Advisers Near Me in Guildford
Find FCA-approved financial advisers in Guildford quickly and easily through our comprehensive online directory. Whether you’re looking for guidance on retirement planning, investments, or broader financial management, our listings connect you with qualified professionals in your local area. Use the directory to locate advisers near you and take the next step toward achieving your financial goals.
Find FCA-approved financial advisers in Guildford quickly and easily through our comprehensive online directory.
Whether you’re looking for guidance on retirement planning, investments, or broader financial management, our listings connect you with qualified professionals in your local area. Use the directory to locate advisers near you and take the next step toward achieving your financial goals.
We have found 1836 relevant financial adviser firms within 30 miles of Guildford. Showing page 1 of 123.
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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 Financial Adviser
- ✔Min Pension Savings: £50,000
- ✔Min Assets: £50,000
- 🪧13.3 Miles
- 📍Claygate
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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- ✔2 Financial Advisers
- ✔Min Pension Savings: £150,000
- ✔Min Assets: £250,000
- 🪧16.2 Miles
- 📍Billingshurst
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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 Financial Adviser
- ✔Min Pension Savings: £300,000
- ✔Min Assets: £300,000
- 🪧20 Miles
- 📍London
- 👤
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- ✔Min Pension Savings: £150,000
- ✔Min Assets: £500,000
- 🪧22.7 Miles
- 📍Reading
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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.- ✔2 Financial Advisers
- ✔Min Pension Savings: £50,000
- ✔Min Assets: £50,000
- 🪧22.7 Miles
- 📍Reading
- ✔1 Financial Adviser
- 🪧27.3 Miles
- 📍London
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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- ✔50 Financial Advisers
- ✔5 Mortgage Brokers
- ✔Min Pension Savings: £200,000
- ✔Min Assets: £200,000
- 🪧27.7 Miles
- 📍 London
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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 Financial Adviser
- 🪧30.9 Miles
- 📍Thatcham
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Chapters Financial Limited
- FCA reg no.
- 402899
- FCA authorised date:
- 04/10/04
Surrey-based, FCA-regulated firm, Chapters Financial, known for competent financial advice. Specialises in personalised planning for investments, pensions and retirement. Renowned for reliable, transparent service for both new and seasoned investors.- ✔2 Financial Advisers
- 🪧0.3 Miles
- 📍Guildford
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Ruth Homberger
- FCA reg no.
- 611644
- FCA authorised date:
- 13/12/13
Ruth Homberger, based in Guildford, Surrey, offers a range of FCA-regulated financial services, including life insurance, pension transfers, investments, and retirement advice.- ✔1 Financial Adviser
- 🪧0.4 Miles
- 📍Guildford
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Hartley Wealth Management Limited
- FCA reg no.
- 591080
- FCA authorised date:
- 12/11/12
Guildford-based Hartley Wealth Management Ltd is a reputable financial planning firm specialising in tailored insurance, investments, pensions retirement advice, and final salary pension transfers. They offer client-centric, personalised financial solutions and guidance.- ✔1 Financial Adviser
- 🪧0.4 Miles
- 📍Guildford
- 🏢
Bastion Financial Planning Limited
- FCA reg no.
- 694856
- FCA authorised date:
- 01/10/15
Bastion Financial Planning Ltd is a FCA-regulated company, located in Surrey, specialising in personalised life, investments, pensions retirement advice and financial planning services for individuals, families, and businesses.- ✔3 Financial Advisers
- 🪧0.4 Miles
- 📍Guildford
- 🏢
Weybrook Financial Management Limited
- FCA reg no.
- 555567
- FCA authorised date:
- 15/12/11
Weybrook Financial Management Limited, a trusted financial partner in Guildford, offers reliable, tailored planning services including life insurance, and pensions retirement advice for individuals and businesses.- ✔1 Financial Adviser
- 🪧0.5 Miles
- 📍Guildford
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Finsgate LLP
- FCA reg no.
- 522649
- FCA authorised date:
- 16/11/10
Finsgate LLP is a reputable, FCA-regulated financial services firm based in Guildford, Surrey, specialising in life investments, retirement advice and comprehensive financial planning for a range of clients.- ✔10 Financial Advisers
- 🪧0.5 Miles
- 📍Guildford
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KAL Capital Partners LTD
- FCA reg no.
- 765843
- FCA authorised date:
- 30/11/16
KAL Capital Partners Ltd is an FCA-regulated financial planning firm specialising in investments, pensions retirement advice, and final salary pension transfers. Based near Guildford, they offer tailored, customer-focused solutions.- ✔1 Financial Adviser
- 🪧0.6 Miles
- 📍Guildford
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