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Find FCA registered Financial Advisers Near Me in Harpenden


We have found 1743 relevant financial adviser firms within 30 miles of Harpenden. Showing page 1 of 117.

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  2. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧23.1 Miles
    3. 📍London
  3. 🏢

    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. 🪧23.5 Miles
    6. 📍 London
  4. 🏢

    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. 🪧31.6 Miles
    5. 📍Claygate
  5. 👤

    David Robertson

    Robertson’s Wealth Management Ltd
    FCA reg no.
    DPR01100
    FCA authorised date:
    13/11/25
    1. ✔Min Pension Savings: £100,000
    2. ✔Min Assets: £100,000
    3. 🪧35.9 Miles
    4. 📍London
  6. 🏢

    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. 🪧37.7 Miles
    5. 📍London
  7. 👤

    Chervin Dell

    Intelligent Financial Advisory
    FCA reg no.
    CMD01104
    FCA authorised date:
    13/07/15
    I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry. Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation. I pride myself in giving a 5*... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧57.2 Miles
    4. 📍Lutterworth
  8. 🏢

    BPH Wealth Management LLP

    FCA reg no.
    476417
    FCA authorised date:
    15/02/08
    BPH Wealth Management LLP is a Harpenden-based financial firm, offering tailored life investment advice and financial planning solutions. Accredited by the FCA, they specialize in pensions and retirement planning.
    1. ✔6 Financial Advisers
    2. 🪧0 Miles
    3. 📍Harpenden
  9. 🏢

    Lyndhurst Financial Management Limited

    FCA reg no.
    154621
    FCA authorised date:
    01/12/01
    Lyndhurst Financial Management Limited, a FCA-regulated firm, provides expert financial services and retirements advice in Hertfordshire, specialising in final salary pension transfers and investment planning.
    1. ✔20 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.2 Miles
    4. 📍Harpenden
  10. 🏢

    Robert Anthony Ridout

    FCA reg no.
    578337
    FCA authorised date:
    02/01/13
    Harpenden IFA, based in Hertfordshire, is a FCA regulated firm specializing in financial planning, life and investment management, and pensions retirement advice for clients in surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Harpenden
  11. 🏢

    APN Financial Planning LTD

    FCA reg no.
    940704
    FCA authorised date:
    10/12/20
    APN Financial Planning Ltd, based in Hertfordshire, offers regulated financial services, specialising in life and investment planning, pensions and retirement. Known for transparency, they provide personalized financial strategies and empower clients to make informed decisions.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Harpenden
  12. 🏢

    HOMER & CO. LLP

    FCA reg no.
    498583
    FCA authorised date:
    02/06/09
    HOMER & CO. LLP is a Hertfordshire-based financial planning firm, specialising in personalised life investments and pensions retirement advice, particularly final salary pension transfers. They are FCA-regulated, providing trustworthy, compliant financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Harpenden
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  14. 🏢

    Seren Wealth LTD

    FCA reg no.
    1046408
    FCA authorised date:
    23/12/25
    Seren Wealth Ltd offers expert, client-focused financial planning solutions in Harpenden, Hertfordshire, including retirement and investment advice, with a specialism in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Harpenden
  15. 🏢

    Locklyn Wealth Limited

    FCA reg no.
    1045990
    FCA authorised date:
    29/12/25
    Locklyn Wealth Limited is a reliable, FCA regulated firm in Harpenden, specialising in secure financial planning services like life investments, pension advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Harpenden
  16. 🏢

    Ching Ho Bosco Leung

    FCA reg no.
    1044313
    FCA authorised date:
    21/11/25
    Ching Ho Bosco Leung, a regulated financial services firm in Harpenden, specialises in life and investment planning, with emphasis on pensions and final salary pension transfers. Known for their client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Harpenden
  17. 🏢

    J P Wealth Management Limited

    FCA reg no.
    758261
    FCA authorised date:
    12/09/16
    Hertfordshire-based JP Wealth Management Limited offers expert, tailored financial planning advice for investments, pensions, retirement and final salary pension transfers, serving clients in Greater London.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Harpenden
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