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Find FCA registered Financial Advisers Near Me in Lower Morden SM4

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We have found 2139 relevant financial adviser firms within 30 miles of Lower Morden SM4. Showing page 1 of 143.

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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. 🪧5.5 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. 🪧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. 🪧9.6 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. 🪧9.9 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. 🪧27.4 Miles
    5. 📍Billingshurst
  7. 👤

    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. 🪧31.6 Miles
    4. 📍London
  8. 🏢

    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. 🪧31.6 Miles
    5. 📍London
  9. 👤

    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. 🪧33.1 Miles
    4. 📍Reading
  10. 🏢

    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. 🪧33.1 Miles
    5. 📍Reading
  11. 🏢

    Fairview Financial Management LTD

    FCA reg no.
    976151
    FCA authorised date:
    20/05/22
    5* Rated Independent Financial Advisers in Rayleigh, Essex. We provide straight-talking, no-nonsense, independent financial advice, wealth management and financial planning. This includes expert, unbiased advice on; investments, pensions, inheritance tax planning, mortgages and protection i... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧38 Miles
    3. 📍Rayleigh
  12. 🏢

    Hallmark Financial Planning Limited

    FCA reg no.
    469024
    FCA authorised date:
    30/07/07
    Hallmark Financial Planning Limited, FCA regulated, provides expert financial advice on life investments, pensions, and retirement planning to clients in Sutton, Greater London and beyond. Known for its trustworthy, client-centered approach.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Sutton
  13. 🏢

    Matthew Davis-skeggs

    FCA reg no.
    990006
    FCA authorised date:
    14/01/23
    Matthew Davis-Skeggs is a reputable, FCA-regulated financial advising firm in Greater London, offering bespoke advice on life investments, pensions and retirement plans.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Worcester Park
  14. 🏢

    Webb Francis Wealth Management LTD

    FCA reg no.
    514820
    FCA authorised date:
    13/06/14
    Webb Francis Wealth Management Ltd is a reputable, FCA-regulated firm in Greater London, offering financial services and advice tailored to individual client needs, with special emphasis on retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Morden
  15. 🏢

    Abbeyifa Limited

    FCA reg no.
    218668
    FCA authorised date:
    20/02/03
    Abbeyifa Limited is a reputable FCA regulated financial planning firm in Sutton, Greater London, providing guidance on life investments and pensions retirement. They are known for their dedicated service towards achieving financial stability.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Sutton
  16. 🏢

    LONDON WEALTH BOX LIMITED

    FCA reg no.
    1013890
    FCA authorised date:
    23/05/24
    M&G plc is a trusted FCA-registered financial firm in Morden, Greater London, offering financial planning solutions like life insurance, investments, and tailored pension advice to local families and first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Morden
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