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Find FCA registered Financial Advisers Near Me in KT8 9

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We have found 2104 relevant financial adviser firms within 30 miles of KT8 9. 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. 🪧2.8 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. 🪧9.8 Miles
    5. 📍London
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧11.9 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. 🪧12.3 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. 🪧26.7 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. 🪧26.9 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. 🪧28.1 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. 🪧28.1 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. 🪧35.5 Miles
    4. 📍London
  11. 🏢

    Ben Williams

    FCA reg no.
    960802
    FCA authorised date:
    20/10/21
    Ben Williams is a FCA regulated, client-focused financial firm offering expert planning and advice on life investments, pensions, and retirement in Thames Ditton, Surrey, known for its approachability and long-term client trust.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Thames Ditton
  12. 🏢

    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. 🪧0.5 Miles
    3. 📍Thames Ditton
  13. 🏢

    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. 🪧0.8 Miles
    4. 📍Thames Ditton
  14. 🏢

    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. 🪧0.8 Miles
    4. 📍Thames Ditton
  15. 🏢

    Asset and Investment Management Limited

    FCA reg no.
    196680
    FCA authorised date:
    01/12/01
    Regulated by the FCA, Asset and Investment Management Limited is a trusted firm offering comprehensive financial planning services, advice on pensions and retirement, and life insurance.
    1. ✔3 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Hampton Wick
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  17. 🏢

    Willowhurst Financial Planning Limited

    FCA reg no.
    1024374
    FCA authorised date:
    05/02/25
    Willowhurst Financial Planning Limited, a reputable FCA-regulated firm in Hampton Wick, Surrey, specializes in tailored financial strategies, offering expertise in life investments, pensions, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Surrey
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