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Find FCA registered Financial Advisers Near Me in HP21 7

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We have found 749 relevant financial adviser firms within 30 miles of HP21 7. Showing page 1 of 50.

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  2. 👤

    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. 🪧25.9 Miles
    4. 📍Reading
  3. 🏢

    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. 🪧25.9 Miles
    5. 📍Reading
  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. 🪧28.2 Miles
    5. 📍London
  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. 🪧34.6 Miles
    3. 📍Thatcham
  6. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧35.2 Miles
    3. 📍London
  7. 🏢

    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. 🪧35.7 Miles
    6. 📍 London
  8. 🏢

    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. 🪧36.8 Miles
    5. 📍Claygate
  9. 🏢

    MDM Wealth LTD

    FCA reg no.
    823733
    FCA authorised date:
    03/06/19
    Helping successful families and individuals achieve financial freedom with award-winning, Chartered & Certified advice. MDM Wealth Ltd is a family-run financial planning firm, who specialise in retirement planning, wealth management, and investment strategies for affluent families, business owne... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £500,000
    3. ✔Min Assets: £500,000
    4. 🪧45.3 Miles
    5. 📍Rugby
  10. 👤

    Daniel Martin

    MDM Wealth Ltd
    FCA reg no.
    DXM03088
    FCA authorised date:
    03/06/19
    Certified Financial Planner Chartered Financial Planner BA (Hons) Finance and Investment
    1. ✔Min Pension Savings: £500,000
    2. ✔Min Assets: £500,000
    3. 🪧45.3 Miles
    4. 📍Rugby
  11. 👤

    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. 🪧48.4 Miles
    4. 📍Lutterworth
  12. 🏢

    Davis Financial Consulting Limited

    FCA reg no.
    607231
    FCA authorised date:
    16/05/24
    Davis Financial Consulting Ltd. is an FCA regulated, Aylesbury-based firm offering customised financial advice, from wealth management to final salary pension transfers. Known for its professionalism and accessibility.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Aylesbury
  13. 🏢

    Neil Hrycyszyn

    FCA reg no.
    231238
    FCA authorised date:
    14/07/15
    Neil Hrycyszyn's FCA-regulated financial firm in Aylesbury, Buckinghamshire offers expert advice on life investments, pensions, and holistic financial planning, specializing in assisting first-time financial planners.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Aylesbury
  14. 🏢

    Myers Davison Ginger LTD

    FCA reg no.
    223802
    FCA authorised date:
    10/07/03
    Myers Davison Ginger Ltd, an FCA regulated financial services firm in Aylesbury, Buckinghamshire, specialises in life and investments, pensions retirement advice, offering personalised, reliable financial solutions to individuals and businesses.
    1. ✔10 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1 Miles
    4. 📍Aylesbury
  15. 🏢

    Blakes Financial Management Limited

    FCA reg no.
    810027
    FCA authorised date:
    05/12/18
    Blakes Financial Management Limited is a FCA-regulated firm offering financial services such as life insurance, investments and retirement advice in Aylesbury, Buckinghamshire, renowned for its client-centric approach.
    1. ✔6 Financial Advisers
    2. 🪧1 Miles
    3. 📍Aylesbury
  16. 🏢

    Artha Wealth Management LTD

    FCA reg no.
    967286
    FCA authorised date:
    11/01/22
    Vision IFP is a FCA-regulated financial planning firm in Aylesbury specialising in life investments, pensions retirement advice, and comprehensive financial planning, serving clients within the city and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Aylesbury
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