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Find FCA registered Financial Advisers Near Me in KT6 5

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We have found 2101 relevant financial adviser firms within 30 miles of KT6 5. 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. 🪧1.8 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. 🪧10.4 Miles
    5. 📍London
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧12.4 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. 🪧12.8 Miles
    6. 📍 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. 🪧25.9 Miles
    5. 📍Billingshurst
  7. 🏢

    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. 🪧27.1 Miles
    5. 📍London
  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. 🪧28.7 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. 🪧28.7 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. 🪧35.6 Miles
    4. 📍London
  11. 🏢

    HUMPHRIES IFA LIMITED

    FCA reg no.
    444484
    FCA authorised date:
    18/01/06
    Humphries IFA Ltd provides trusted and regulated financial advisory services in Surrey, specialising in life investments, pensions, and retirement planning with an approachable and professional team.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.7 Miles
    4. 📍Thames Ditton
  12. 🏢

    Knight James Associates LTD

    FCA reg no.
    563896
    FCA authorised date:
    23/11/11
    Knight James Associates Ltd, based in Surrey, is a regulated financial services firm providing tailored advice on life investments, pensions, and retirement plans. Known for a client-centric approach, they make financial planning accessible for all.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.7 Miles
    4. 📍Thames Ditton
  13. 🏢

    Lann Finance Limited

    FCA reg no.
    988218
    FCA authorised date:
    05/09/23
    Lann Finance, an FCA-regulated firm in Surrey, Greater London, offers tailored financial planning and regulated advice services, specialising in life insurance, investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Surrey
  14. 🏢

    WALPOLE FINANCIAL LIMITED

    FCA reg no.
    459771
    FCA authorised date:
    02/01/07
    Walpole Financial Management, an FCA-regulated firm in Surbiton, Greater London, offers expert advice on life investments, pensions and retirement planning, dedicated to securing clients' financial future.
    1. ✔4 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Surbiton
  15. 🏢

    Cleaveland Capital Management Limited

    FCA reg no.
    1031162
    FCA authorised date:
    07/04/25
    M&G plc is a trusted financial services provider, located in the heart of Thames Ditton, Surrey. Regulated by the FCA under number 1031162. Our core services encompass life and investments, pensions retirement advice, final salary pension transfers, and comprehensive financial planning. Guided by ... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Thames Ditton
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  17. 🏢

    MARTIN JAMES CLARK

    FCA reg no.
    959700
    FCA authorised date:
    01/03/22
    MJ Clark Investments, based in Surbiton, Greater London, provides personalised financial planning and regulated advice. Specialists in life investments and retirement pensions, their transparent services offer a solid base for future financial security.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Surbiton
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