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Find FCA registered Financial Advisers Near Me in Lower Ashtead KT21

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We have found 2041 relevant financial adviser firms within 30 miles of Lower Ashtead KT21. Showing page 1 of 137.

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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. 🪧3.4 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. 🪧14.3 Miles
    5. 📍London
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧16.1 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. 🪧16.4 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. 🪧21.2 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. 🪧28.3 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. 🪧30.3 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. 🪧30.3 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. 🪧37.9 Miles
    4. 📍London
  11. 🏢

    20 Twenty Wealth Management Limited

    FCA reg no.
    767582
    FCA authorised date:
    16/12/16
    Vision IFP, a reputable FCA regulated firm in Ashtead, Surrey, offers expert financial planning and advice, specialising in life, investments and pensions retirement. Providing personalised solutions for all client needs.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Ashtead
  12. 🏢

    Bailey Financial Limited

    FCA reg no.
    410508
    FCA authorised date:
    02/12/04
    Bailey Financial Ltd, an FCA-regulated firm in Ashtead, Surrey, provides personalized financial planning, specializing in life investments, pensions, and retirement advice. Recognized for their tailored, approachable service.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Ashtead
  13. 🏢

    Peter Hawthorne

    FCA reg no.
    502460
    FCA authorised date:
    17/06/09
    Peter Hawthorne's FCA-regulated financial firm in Surrey specializes in comprehensive financial services, including life investments, pension advice, and financial planning, dedicated to tailored solutions for clients' unique needs.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Ashtead
  14. 🏢

    Acacia Financial Consultants Limited

    FCA reg no.
    786358
    FCA authorised date:
    12/12/17
    Acacia Financial Consultants Limited is a reputable, FCA regulated firm based in Surrey, offering tailored financial planning services including insurance, investments, pension planning and more, maintaining a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Ashtead
  15. 🏢

    Carlton Asset Management Limited

    FCA reg no.
    133693
    FCA authorised date:
    01/12/01
    UK-based Carlton Asset Management provides tailored financial planning services including life insurance, investments, pensions retirement advice. The company is reputable and FCA-regulated, serving clients locally and in Greater London.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Leatherhead
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  17. 🏢

    Anderson Sinclair & Co LLP

    FCA reg no.
    416880
    FCA authorised date:
    12/01/05
    Anderson Sinclair & Co LLP in Leatherhead, Surrey is a respected financial firm offering regulated advice. Known for a professional and personable approach, they handle insurance, investments, retirement planning, and more. Registered under FCA 416880.
    1. ✔2 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Leatherhead
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