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Find FCA registered Financial Advisers Near Me in Heatherside GU15

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We have found 1734 relevant financial adviser firms within 30 miles of Heatherside GU15. Showing page 1 of 116.

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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. 🪧11.6 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. 🪧14.2 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. 🪧14.2 Miles
    5. 📍Reading
  5. 🏢

    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. 🪧16.5 Miles
    5. 📍Claygate
  6. 🏢

    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. 🪧23.5 Miles
    3. 📍Thatcham
  7. 🏢

    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
  8. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧28.4 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. 🪧29 Miles
    6. 📍 London
  10. 🏢

    Denyer Insurance Consultancy LTD

    FCA reg no.
    153248
    FCA authorised date:
    01/12/01
    FCA regulated Denyer Insurance Consultancy Ltd, based in Surrey, specialises in financial services including insurance and investment advice. Renowned for their retirement planning expertise, they provide tailored, client-focused solutions.
    1. ✔2 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍Camberley
  11. 🏢

    INTEGRITY FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    449517
    FCA authorised date:
    06/06/06
    AAB Wealth is a financial planning and wealth management business established over 15 years ago. AAB Wealth work with their clients to build a financial plan that link to their clients’ needs and goals: this may be planning for their retirement, improving their portfolio's tax efficiency, increasi... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Camberley
  12. 🏢

    Triton Private Wealth Limited

    FCA reg no.
    1045686
    FCA authorised date:
    11/12/25
    Triton Private Wealth Limited is an FCA-regulated firm based in Surrey, known for offering comprehensive financial planning services. Expertise includes investments, retirement advice and pension transfers with a client-first, personalized approach.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Camberley
  13. 🏢

    Nathan Dupisanie

    FCA reg no.
    991373
    FCA authorised date:
    07/02/23
    Nathan Dupisanie, a Surrey-based firm, offers expert financial planning solutions, specializing in life and investments, pensions retirement advice, and final salary pension transfers. Known for their tailored services and client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Camberley
  14. 🏢

    Berkshire Financial Planning LTD

    FCA reg no.
    841673
    FCA authorised date:
    01/08/19
    Berkshire Financial Planning, based in Camberley, Surrey, is a reliable FCA regulated firm offering client-focused financial services including life and investment services, pensions advice, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Camberley
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  16. 🏢

    Penrose Wealth Management LTD

    FCA reg no.
    778844
    FCA authorised date:
    11/05/17
    Penrose Wealth Management, an FCA-registered firm in Surrey, offers expert financial planning services including life and pensions, meeting clients' unique needs with high standards of practice.
    1. ✔2 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Camberley
  17. 🏢

    Peter Ward

    FCA reg no.
    768636
    FCA authorised date:
    05/01/17
    Peter Ward is a trusted financial firm in Camberley, Surrey, providing expert advice on life insurance, investments, pensions, and comprehensive financial planning, regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Camberley
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