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Find FCA registered Financial Advisers Near Me in Holt RG27

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We have found 657 relevant financial adviser firms within 30 miles of Holt RG27. Showing page 1 of 44.

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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. 🪧8.9 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. 🪧11.7 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. 🪧11.7 Miles
    5. 📍Reading
  5. 🏢

    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. 🪧15 Miles
    3. 📍Thatcham
  6. 🏢

    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. 🪧27 Miles
    5. 📍Claygate
  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. 🪧28.3 Miles
    5. 📍Billingshurst
  8. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧39 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. 🪧39.5 Miles
    6. 📍 London
  10. 🏢

    Michael Cottrell

    FCA reg no.
    1019012
    FCA authorised date:
    01/10/24
    Michael Cottrell is a Hook-based financial firm specialising in life and investments, and pensions advice. Known for their regulated counsel and personal approach, they are trusted partners in finance.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Hook
  11. 🏢

    Cornerstone Wealth Management LLP

    FCA reg no.
    416409
    FCA authorised date:
    02/12/04
    Cornerstone Wealth Management LLP, an FCA-regulated firm in Hampshire, specialises in pension advice, final salary pension transfers, and investment/life planning. Offering tailored, professionally regulated advice to clients across the surrounding counties.
    1. ✔2 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Hook
  12. 🏢

    BAOBAB FINANCIAL SOLUTIONS LIMITED

    FCA reg no.
    1050282
    FCA authorised date:
    04/02/26
    BAOBAB FINANCIAL SOLUTIONS LIMITED is a regulated firm providing comprehensive financial services in Hook, Hampshire. Specialising in investment planning and retirement advice, their experienced advisers offer tailored solutions to meet client's unique needs.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Hook
  13. 🏢

    Altor Wealth Management LLP

    FCA reg no.
    769033
    FCA authorised date:
    15/03/17
    Altor Wealth Management LLP is a FCA-regulated financial planning firm in Hook, Hampshire, offering tailored advice on life, investments, and retirements to facilitate secure financial futures for clients.
    1. ✔3 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Hook
  14. 🏢

    Wealthdash LTD

    FCA reg no.
    1044741
    FCA authorised date:
    25/11/25
    Wealthdash Ltd, a top-tier, FCA-regulated firm in Hook, Hampshire, provides bespoke financial planning and pension advice. Renowned for expert service, they cater to both novice and seasoned investors regionally.
    1. ✔3 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Hook
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  16. 🏢

    Anderson King LTD

    FCA reg no.
    220500
    FCA authorised date:
    30/12/02
    Anderson King Ltd is a reputable, FCA regulated firm in Hook, Hampshire, offering an array of personalized financial services including life investments, retirement advice, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Hook
  17. 🏢

    Kingsbridge Wealth Management LTD

    FCA reg no.
    745085
    FCA authorised date:
    01/06/16
    Kingsbridge Wealth Management Ltd is an FCA-registered financial advisory firm in Newnham, Hook, offering tailored financial advice and specializing in life investments and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Hook
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