Find FCA registered Financial Advisers Near Me in KT20 5
We have found 2015 relevant financial adviser firms within 30 miles of KT20 5. Showing page 1 of 135.
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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
- 🪧6.3 Miles
- 📍Claygate
- 🏢
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- ✔3 Financial Advisers
- ✔Min Pension Savings: £100,000
- ✔Min Assets: £200,000
- 🪧14.1 Miles
- 📍London
- ✔1 Financial Adviser
- 🪧15.6 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
- 🪧15.8 Miles
- 📍 London
- 🏢
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- ✔2 Financial Advisers
- ✔Min Pension Savings: £150,000
- ✔Min Assets: £250,000
- 🪧21.6 Miles
- 📍Billingshurst
- 🏢
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
- 🪧32 Miles
- 📍London
- 👤
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
- 🪧34 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
- 🪧34 Miles
- 📍Reading
- ✔Min Pension Savings: £100,000
- ✔Min Assets: £100,000
- 🪧35.6 Miles
- 📍London
- 🏢
Derek Tidy Limited
- FCA reg no.
- 943519
- FCA authorised date:
- 01/04/21
FCA-regulated Derek Tidy Limited, based in Epsom, Surrey, provides expert financial planning advice with a focus on life investments and pensions. They offer reliable, tailored services to Surrey and surrounding areas.- ✔1 Financial Adviser
- 🪧1 Miles
- 📍Epsom
- 🏢
Charlie Brown
- FCA reg no.
- 1036694
- FCA authorised date:
- 24/06/25
Charlie Brown is a reputable financial services firm in Banstead, Surrey, specializing in insurance, investments, retirement planning, and pension transfers. Known for personalized service and regulated guidance.- ✔1 Financial Adviser
- 🪧1.6 Miles
- 📍Banstead
- 🏢
Corporate Financial Resources LLP
- FCA reg no.
- 942580
- FCA authorised date:
- 04/05/21
Corporate Financial Resources LLP is a reputable FCA-registered firm in Epsom, Surrey, specialising in life investments, retirement planning and comprehensive financial planning, serving Greater London and surrounding areas.- ✔2 Financial Advisers
- 🪧1.6 Miles
- 📍Epsom
- 🏢
Ferguson Wealth Management Limited
- FCA reg no.
- 606773
- FCA authorised date:
- 02/01/14
Ferguson Wealth Management Limited, a FCA-regulated firm based in Epsom, offers expert financial planning and retirement advice tailored to individual needs with high integrity and transparency.- ✔1 Financial Adviser
- 🪧1.7 Miles
- 📍Epsom
- 🏢
North Downs Wealth Management LTD
- FCA reg no.
- 673504
- FCA authorised date:
- 25/02/15
A Surrey-based financial planning firm, North Downs Wealth Management Ltd offers regulated advice on life, investments, pensions, retirement, and more. Serving Tadworth and surrounding areas, they provide tailored financial services to a broad client base.- ✔1 Financial Adviser
- 🪧1.8 Miles
- 📍Tadworth
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MLA WEALTH MANAGEMENT LTD.
- FCA reg no.
- 803565
- FCA authorised date:
- 06/06/18
MLA Wealth Management Ltd is an FCA regulated firm based in Banstead, offering expert financial planning services, including advice on life investments and retirement planning. They are known for their client-focused approach and personalisation.- ✔1 Financial Adviser
- 🪧1.9 Miles
- 📍Banstead
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