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Find FCA registered Financial Advisers Near Me in KT9 2

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We have found 2113 relevant financial adviser firms within 30 miles of KT9 2. 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. 🪧1.2 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. 🪧12.3 Miles
    5. 📍London
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧14.1 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. 🪧14.5 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. 🪧23.5 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. 🪧27.7 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. 🪧29.5 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. 🪧29.5 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. 🪧36.7 Miles
    4. 📍London
  11. 🏢

    Assure Wealth Management Limited

    FCA reg no.
    791408
    FCA authorised date:
    13/10/17
    Assure Wealth Management Limited, a highly regarded FCA-regulated financial firm in Greater London, offers expert, client-focused financial planning and services including life and investment planning, pension advice, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Chessington
  12. 🏢

    Taylormade Financial Planning LLP

    FCA reg no.
    535867
    FCA authorised date:
    12/05/11
    Taylormade Financial Planning LLP offers comprehensive, tailored financial planning services including insurance, investments, and pensions advice, aiming to secure clients' financial future with reliable, regulated guidance.
    1. ✔6 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.6 Miles
    4. 📍Esher
  13. 🏢

    THE TAYLORMADE FINANCIAL MANAGEMENT PARTNERSHIP LLP

    FCA reg no.
    479780
    FCA authorised date:
    01/05/08
    TaylorMade Financial Management Partnership LLP in Greater London provides expert financial planning services including life insurance, investments, and retirement advice. They are FCA registered and specialise in personalised pension solutions.
    1. ✔2 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Chessington
  14. 🏢

    Rogan Phillips Wealth Advisory Limited

    FCA reg no.
    1039851
    FCA authorised date:
    20/08/25
    Rogan Phillips Wealth Advisory Limited is a seasoned financial planning firm in Epsom, Surrey. They specialize in life insurance, investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Epsom
  15. 🏢

    James Faux

    FCA reg no.
    969999
    FCA authorised date:
    17/02/22
    Distinguished Surrey-based firm, James Faux offers personalised financial services including investment planning, retirement advice, and pension transfers. Registered with the FCA, they serve Leatherhead and surrounding areas, guiding both new and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Leatherhead
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  17. 🏢

    Janes Wealth Planning LTD

    FCA reg no.
    1018800
    FCA authorised date:
    13/09/24
    M&G plc is a reputable financial firm in Surrey, specialising in tailored life investments, pensions retirement advice and financial planning, effectively catering to clients aiming for a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Epsom
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