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Find FCA registered Financial Advisers Near Me in KT23 3

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We have found 1991 relevant financial adviser firms within 30 miles of KT23 3. Showing page 1 of 133.

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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. 🪧5.4 Miles
    5. 📍Claygate
  3. 🏢

    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. 🪧18.9 Miles
    5. 📍Billingshurst
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧19.3 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. 🪧19.6 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. 🪧25.6 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. 🪧27.8 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. 🪧27.8 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. 🪧37.8 Miles
    3. 📍Thatcham
  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. 🪧41.5 Miles
    4. 📍London
  11. 🏢

    Malcolm Cue

    FCA reg no.
    1046624
    FCA authorised date:
    16/12/25
    Malcolm Cue is a Surrey-based financial expert offering personalized financial planning and guidance in areas like life investments and pensions retirement. Regulated by the FCA, his team provides trusted and secure financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
  12. 🏢

    Thomas Rigg Wealth Management Limited

    FCA reg no.
    810803
    FCA authorised date:
    05/06/18
    Thomas Rigg Wealth Management Limited, based in Cobham, Surrey, is a team of financial planning specialists offering regulated advice. They specialise in insurance, investments, pensions retirement advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Cobham
  13. 🏢

    BLACKTOWER FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    188611
    FCA authorised date:
    01/12/01
    Based in Surrey, BLACKTOWER FINANCIAL MANAGEMENT LIMITED offers expert financial planning and regulated advice, specialising in life investments and pensions retirement. Their dedicated team craft personalised financial plans for clients.
    1. ✔19 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.5 Miles
    4. 📍Leatherhead
  14. 🏢

    Capel Alley Limited

    FCA reg no.
    1005496
    FCA authorised date:
    25/11/23
    Capel Alley Limited is a regulated financial firm in Surrey, renowned for their expertise in life investments, pensions, retirement advice, and final salary pension transfers. Their services cater to newcomers and seasoned investors alike.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Leatherhead
  15. 🏢

    Milestone Wealth Management Limited

    FCA reg no.
    476162
    FCA authorised date:
    04/05/10
    Regulated by the FCA, Milestone Wealth Management is a trusted Surrey-based financial planning firm specialising in investments, pensions, life and retirement advice, including final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Fetcham
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  17. 🏢

    N2 ASSET MANAGEMENT LIMITED

    FCA reg no.
    837211
    FCA authorised date:
    16/12/19
    N2 Asset Management Limited is a Chartered Financial Planning firm based in Downside, near Cobham, Surrey. The firm is authorised and regulated by the Financial Conduct Authority (FRN 837211), and all of its advisers are individually Chartered Financial Planners. Founded in 2019, N2 helps individua... read full company profile.
    1. ✔2 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Downside
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