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Find FCA registered Financial Advisers Near Me in KT14 7


We have found 2046 relevant financial adviser firms within 30 miles of KT14 7. Showing page 1 of 137.

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  2. 🏢

    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. 🪧6.2 Miles
    5. 📍Claygate
  3. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧19.4 Miles
    3. 📍London
  4. 🏢

    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. 🪧19.9 Miles
    6. 📍 London
  5. 🏢

    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. 🪧21.1 Miles
    5. 📍London
  6. 🏢

    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. 🪧22.1 Miles
    5. 📍Billingshurst
  7. 👤

    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. 🪧23.1 Miles
    4. 📍Reading
  8. 🏢

    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. 🪧23.1 Miles
    5. 📍Reading
  9. 🏢

    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. 🪧33.6 Miles
    3. 📍Thatcham
  10. 🏢

    Axxis Financial Planning LTD

    FCA reg no.
    226351
    FCA authorised date:
    04/11/03
    Axxis Financial Planning Ltd offers expert, client-centered financial solutions in West Byfleet, Surrey. Specializing in life and investment planning, pensions, and retirement advice, their experienced team delivers personalized strategies.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍West Byfleet
  11. 🏢

    Malcolm Wood

    FCA reg no.
    125435
    FCA authorised date:
    01/12/01
    Malcolm Wood Insurance in Surrey specialises in financial planning, life investments and pension advice, providing tailored, regulated support to help clients secure their financial futures.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍West Byfleet
  12. 🏢

    DRR Financial Consultants Limited

    FCA reg no.
    697398
    FCA authorised date:
    23/09/15
    DRR Financial Consultants Limited, based in West Byfleet, Surrey, is a reputable firm providing trustworthy financial advice. Specializing in life insurance, investment strategies, and pensions retirement, DRR offers personalised, transparent services to clients for secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍West Byfleet
  13. 🏢

    Ford & Ford Financial Partners

    FCA reg no.
    919200
    FCA authorised date:
    08/01/20
    Weybridge-based financial firm, Ford & Ford Financial Partners, specialises in tailored financial planning services including pension advice and life investments. Known for their professionalism and approachability, they cater to clients across Surrey.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Weybridge
  14. 🏢

    Stephen Grant Powell

    FCA reg no.
    767743
    FCA authorised date:
    20/12/16
    Stephen Grant Powell is a reputable financial services firm in West Byfleet, Surrey, specializing in wealth management, investment strategies, and pension advice. It's a trusted local resource for holistic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍West Byfleet
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  16. 🏢

    The Kennedy Wealth Management Practice Limited

    FCA reg no.
    536167
    FCA authorised date:
    18/11/10
    The Kennedy Wealth Management Practice Limited in Weybridge, Surrey offers a range of FCA-regulated financial services including insurance, investment and retirement advice. Specializes in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Weybridge
  17. 🏢

    Pyrford Financial Planning Limited

    FCA reg no.
    985418
    FCA authorised date:
    16/05/23
    Pyrford Financial Planning Limited in Weybridge, Surrey, offers comprehensive financial services, including advice on life and investments, pension and retirement planning, and bespoke financial solutions. Regulated by the FCA (No. 985418).
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Weybridge
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