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Find FCA registered Financial Advisers Near Me in KT20 7

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We have found 2004 relevant financial adviser firms within 30 miles of KT20 7. Showing page 1 of 134.

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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. 🪧7.8 Miles
    5. 📍Claygate
  3. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧17.9 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. 🪧18 Miles
    6. 📍 London
  5. 🏢

    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. 🪧19.4 Miles
    5. 📍Billingshurst
  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. 🪧32.4 Miles
    5. 📍London
  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. 🪧34.5 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. 🪧34.5 Miles
    5. 📍Reading
  9. 👤

    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. 🪧37.2 Miles
    4. 📍London
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Tadworth
  11. 🏢

    MacKinlay Associates LTD

    FCA reg no.
    582060
    FCA authorised date:
    28/05/12
    Mackinlay Associates Ltd offers comprehensive financial planning services, including investments and retirement advice. A trusted, client-focused firm regulated by the FCA, they specialize in tailoring solutions to individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Reigate
  12. 🏢

    Andrew J Walker

    FCA reg no.
    778875
    FCA authorised date:
    11/05/17
    Andrew J Walker is a regulated financial services firm in Surrey, known for comprehensive financial advice covering life planning, pension retirement, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Reigate
  13. 🏢

    Shorestone Financial LLP

    FCA reg no.
    491901
    FCA authorised date:
    05/01/09
    Shorestone Financial LLP, a FCA-regulated firm near Betchworth, offers comprehensive financial services. Renowned for its personalised approach, it caters to both new and experienced investors' individual needs and goals.
    1. ✔2 Financial Advisers
    2. 🪧2 Miles
    3. 📍Betchworth
  14. 🏢

    Resolve Financial Solutions LTD

    FCA reg no.
    724846
    FCA authorised date:
    09/11/15
    Resolve Financial Solutions Ltd is a Surrey-based financial planning firm providing specialist advice on life investments and pensions. Known for their client-centric approach, they are a trusted partner in achieving financial security.
    1. ✔3 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Reigate
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  16. 🏢

    Towers Watson Limited

    FCA reg no.
    432886
    FCA authorised date:
    30/07/05
    WTW, an FCA-regulated firm in Reigate, Surrey provides professional financial planning, wealth management services, and specializes in final salary pension transfers. Renowned for tailored advice and a welcoming approach.
    1. ✔8 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Reigate
  17. 🏢

    3d Financial Planning LTD

    FCA reg no.
    583112
    FCA authorised date:
    19/06/12
    3D Financial Planning Ltd is a reputable, FCA regulated financial firm in Reigate, Surrey. Specializing in investments, pensions and insurance, they offer personalized financial planning services for individuals and families.
    1. ✔3 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Reigate
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