Find FCA registered Financial Advisers Near Me in HP5 2
We have found 1837 relevant financial adviser firms within 30 miles of HP5 2. Showing page 1 of 123.
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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
- 🪧24 Miles
- 📍Reading
- 🏢
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
- 🪧24 Miles
- 📍Reading
- 🏢
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
- 🪧25.5 Miles
- 📍London
- ✔1 Financial Adviser
- 🪧26.3 Miles
- 📍London
- 🏢
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
- 🪧26.8 Miles
- 📍 London
- 🏢
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
- 🪧28.4 Miles
- 📍Claygate
- 🏢
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
- 🪧34.9 Miles
- 📍Thatcham
- 👤
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- ✔Min Pension Savings: £50,000
- ✔Min Assets: £50,000
- 🪧56.4 Miles
- 📍Lutterworth
- 🏢
Chiltern Hills Financial Planning Limited
- FCA reg no.
- 931386
- FCA authorised date:
- 05/08/20
Chiltern Hills Financial Planning Limited is a reputable firm in Chartridge, Buckinghamshire, offering wide-ranging secure financial services, well-regarded financial planning, and retirement advice across the UK. Regulated by the FCA (931386).- ✔2 Financial Advisers
- 🪧0.5 Miles
- 📍Chartridge
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Masters Financial Planning LTD
- FCA reg no.
- 483946
- FCA authorised date:
- 12/04/13
Masters Financial Planning Ltd, based in Chesham, Buckinghamshire, is an FCA-regulated firm offering tailored financial advisory services including life and investment planning, pensions, retirement advice, and financial planning.- ✔1 Financial Adviser
- 🪧1.7 Miles
- 📍Chesham
- 🏢
MEDICAL INVESTMENT & FINANCIAL MANAGEMENT LTD
- FCA reg no.
- 210142
- FCA authorised date:
- 20/06/02
Situated in South Heath, Buckinghamshire, MEDICAL INVESTMENT & FINANCIAL MANAGEMENT LTD is a FCA-regulated firm offering diverse financial services and personalized guidance to clients across the region.- ✔1 Financial Adviser
- 🪧2.3 Miles
- 📍Great Missenden
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Paul Miller
- FCA reg no.
- 1016242
- FCA authorised date:
- 25/07/24
Paul Miller provides expert wealth management and financial planning services from Berkhamsted, Hertfordshire. Regulated by the FCA, they offer tailored advice for diverse clients, specializing in pensions retirement and final salary pension transfers.- ✔1 Financial Adviser
- 🪧2.8 Miles
- 📍Berkhamsted
- 🏢
Joanne Martin
- FCA reg no.
- 736064
- FCA authorised date:
- 10/02/16
Joanne Martin is a renowned Berkhamsted-based financial planning firm. They offer FCA regulated, personalised financial services across the Greater London region, specializing in retirement advice and pension transfers.- ✔1 Financial Adviser
- 🪧3.1 Miles
- 📍Berkhamsted
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Daniel Alexander Louis Bailey
- FCA reg no.
- 1027790
- FCA authorised date:
- 15/02/25
Daniel Alexander Louis Bailey is a reputable, FCA-regulated firm based in Buckinghamshire, known for its expertise in life investments, pensions advice, and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧3.1 Miles
- 📍Amersham
- 🏢
More Wealth Planning LTD
- FCA reg no.
- 728136
- FCA authorised date:
- 13/05/16
More Wealth Planning Ltd is a seasoned financial planning firm in Great Missenden, Buckinghamshire offering regulated advisory services, investment guidance, and retirement advice to secure clients' financial futures.- ✔2 Financial Advisers
- 🪧3.6 Miles
- 📍Great Missenden
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