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Find FCA registered Financial Advisers Near Me in KT2 7

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We have found 2113 relevant financial adviser firms within 30 miles of KT2 7. Showing page 1 of 141.

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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. 🪧4.6 Miles
    5. 📍Claygate
  3. 🏢

    Ewart & Bridgeman Advisers

    FCA reg no.
    439695
    FCA authorised date:
    20/09/05
    Ewart & Bridgeman Advisers is a successful and long-established Senior Partner Practice of St. James's Place. We serve the financial needs of individuals, attorneys, trustees, business owners and families throughout the UK. Peter Ewart was invited to join St. James's Place (formerly J. Rothschi... read full company profile
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £100,000
    3. ✔Min Assets: £200,000
    4. 🪧7.6 Miles
    5. 📍London
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍London
  5. 🏢

    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. 🪧10.1 Miles
    6. 📍 London
  6. 🏢

    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. 🪧28.5 Miles
    5. 📍London
  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. 🪧28.5 Miles
    5. 📍Billingshurst
  8. 👤

    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. 🪧29.8 Miles
    4. 📍Reading
  9. 🏢

    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. 🪧29.8 Miles
    5. 📍Reading
  10. 👤

    David Robertson

    Robertson’s Wealth Management Ltd
    FCA reg no.
    DPR01100
    FCA authorised date:
    13/11/25
    1. ✔Min Pension Savings: £100,000
    2. ✔Min Assets: £100,000
    3. 🪧33.3 Miles
    4. 📍London
  11. 🏢

    New Town Money LTD

    FCA reg no.
    1045456
    FCA authorised date:
    14/11/25
    New Town Money Ltd, located in Kingston Upon Thames, offers expert financial planning and advice. We specialize in life investments, pensions retirement advice, final salary pension transfers, and more.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Kingston Upon Thames
  12. 🏢

    Strategic Wealth Partners Limited

    FCA reg no.
    784088
    FCA authorised date:
    02/01/18
    Strategic Wealth Partners, based in Kingston upon Thames, specialises in life, investments, pensions retirement advice and financial planning. They offer client-focused, tailored financial services, prioritising the needs of their clients.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Kingston Upon Thame
  13. 🏢

    Keystone Wealth Management LTD

    FCA reg no.
    525039
    FCA authorised date:
    01/06/10
    Keystone Wealth Management Ltd, based in Greater London, offers tailored life insurance, investments, and pension advice. Regulated by the FCA, it serves both first-time clients and seasoned investors.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.7 Miles
    4. 📍Kingston Upon Thames
  14. 🏢

    Sukhvir Birk

    FCA reg no.
    506989
    FCA authorised date:
    14/04/21
    Sukhvir Birk is a Kingston-based financial services provider specialising in life and investments, financial planning, and pension transfers, serving the Greater London area with expert, compliant advice.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Kingston Upon Thames
  15. 🏢

    Honeycomb Financial LLP

    FCA reg no.
    1016461
    FCA authorised date:
    27/09/24
    Honeycomb Financial LLP is a regulated London-based firm providing customised financial solutions including investments, pensions, and detailed financial planning. Renowned for being approachable, knowledgeable, and client-centric, they cater to families and businesses across wider Kingston regions.... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Kingston Upon Thames
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  17. 🏢

    Park Financial Limited

    FCA reg no.
    450395
    FCA authorised date:
    05/07/06
    Park Financial Limited, located in Hampton Wick, offers comprehensive financial planning services - including life investments, pensions, and retirement advice. Known for client protection and making finance understandable. Regulated by FCA.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
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