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Find FCA registered Financial Advisers Near Me in LU4 9

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We have found 722 relevant financial adviser firms within 30 miles of LU4 9. Showing page 1 of 49.

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  2. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧31.6 Miles
    3. 📍London
  3. 🏢

    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. 🪧32 Miles
    6. 📍 London
  4. 🏢

    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. 🪧38.9 Miles
    5. 📍Claygate
  5. 🏢

    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. 🪧40 Miles
    5. 📍London
  6. 🏢

    MDM Wealth LTD

    FCA reg no.
    823733
    FCA authorised date:
    03/06/19
    Helping successful families and individuals achieve financial freedom with award-winning, Chartered & Certified advice. MDM Wealth Ltd is a family-run financial planning firm, who specialise in retirement planning, wealth management, and investment strategies for affluent families, business owne... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £500,000
    3. ✔Min Assets: £500,000
    4. 🪧46.8 Miles
    5. 📍Rugby
  7. 👤

    Daniel Martin

    MDM Wealth Ltd
    FCA reg no.
    DXM03088
    FCA authorised date:
    03/06/19
    Certified Financial Planner Chartered Financial Planner BA (Hons) Finance and Investment
    1. ✔Min Pension Savings: £500,000
    2. ✔Min Assets: £500,000
    3. 🪧46.8 Miles
    4. 📍Rugby
  8. 👤

    Chervin Dell

    Intelligent Financial Advisory
    FCA reg no.
    CMD01104
    FCA authorised date:
    13/07/15
    I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry. Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation. I pride myself in giving a 5*... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧48.6 Miles
    4. 📍Lutterworth
  9. 🏢

    Ian James Financial Planning LTD

    FCA reg no.
    928139
    FCA authorised date:
    19/06/20
    Ian James Financial Planning Ltd is a regulated firm offering expert financial advice and personalised solutions in areas like life investments and pensions retirement, to individuals and businesses in Bedfordshire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Luton
  10. 🏢

    Jamie Pond

    FCA reg no.
    1025309
    FCA authorised date:
    07/02/25
    Jamie Pond is a Bedfordshire-based FCA-regulated financial firm specializing in final salary pension transfers and financial planning. Offering tailored, client-focused services, they help secure financial futures for individuals at all stages.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Dunstable
  11. 🏢

    CHILTERN FINANCIAL SERVICES LTD

    FCA reg no.
    605767
    FCA authorised date:
    01/11/13
    Based in Luton, Chiltern Financial Services Ltd offers tailored, regulated financial services including life insurance, investment strategies, and retirement planning with an FCA registration number 605767.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Luton
  12. 🏢

    Toddington Independent Financial Advice LTD

    FCA reg no.
    760687
    FCA authorised date:
    03/04/17
    Toddington Independent Financial Advice Ltd, regulated by the FCA, offers personalised financial services including life investment advice and retirement planning in Bedfordshire from a convenient location.
    1. ✔1 Financial Adviser
    2. 🪧3.1 Miles
    3. 📍Dunstable
  13. 🏢

    Capital Manor Financial Advisors Limited

    FCA reg no.
    223967
    FCA authorised date:
    10/07/20
    Capital Manor Limited is a Bedfordshire-based, FCA-regulated financial advisory specializing in life and investment planning, regulated pension advice, and final salary pension transfers, known for simplifying complex financial planning.
    1. ✔2 Financial Advisers
    2. 🪧3.6 Miles
    3. 📍Luton
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  15. 🏢

    CJA Financial Planning LTD

    FCA reg no.
    717863
    FCA authorised date:
    01/02/16
    CJA Financial Planning Ltd is a regulated firm in Luton, Bedfordshire specializing in life investments, pensions retirement advice, and financial planning services. We provide personalised, professional guidance towards achieving financial objectives.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Luton
  16. 🏢

    Blackstone Wealth LTD

    FCA reg no.
    1002870
    FCA authorised date:
    16/10/23
    Blackstone Wealth Ltd, a Luton-based, FCA-regulated firm, specializes in secure financial planning, including life, investments, pensions and retirement advice, prioritizing clients' financial wellness at various life stages.
    1. ✔1 Financial Adviser
    2. 🪧3.8 Miles
    3. 📍Luton
  17. 🏢

    Chamberlyns Limited

    FCA reg no.
    183524
    FCA authorised date:
    01/12/01
    Chamberlyns Ltd, based in Luton, is an FCA regulated financial services firm specialising in life investments, pensions retirement advice and tailored financial planning, committed to helping clients navigate financial complexities.
    1. ✔3 Financial Advisers
    2. 🪧4 Miles
    3. 📍Luton
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