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Find FCA registered Financial Advisers Near Me in LU7 2

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We have found 673 relevant financial adviser firms within 30 miles of LU7 2. Showing page 1 of 45.

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  2. 👤

    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. 🪧34.6 Miles
    4. 📍Reading
  3. 🏢

    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. 🪧34.6 Miles
    5. 📍Reading
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧36.6 Miles
    3. 📍London
  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. 🪧36.7 Miles
    5. 📍London
  6. 🏢

    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. 🪧37 Miles
    6. 📍 London
  7. 🏢

    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. 🪧41.3 Miles
    5. 📍Rugby
  8. 👤

    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. 🪧41.3 Miles
    4. 📍Rugby
  9. 👤

    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. 🪧43.7 Miles
    4. 📍Lutterworth
  10. 🏢

    Goodwin Financial Services Limited

    FCA reg no.
    953471
    FCA authorised date:
    05/01/22
    Goodwin Financial Services Limited, an FCA registered firm in Leighton Buzzard, offers comprehensive financial planning and advice including life investments, pension retirement advice and is renowned for integrity and consistency.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.5 Miles
    4. 📍Bedfordshire
  11. 🏢

    Attain Wealth Management Limited

    FCA reg no.
    535786
    FCA authorised date:
    01/04/11
    Bedfordshire-based Attain Wealth Management Limited specialises in financial planning and regulated advice, providing personalised pensions retirement guidance. Known for their client-centric approach, they simplify complex financial decisions for first-time investors and families.
    1. ✔3 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Leighton Buzzard
  12. 🏢

    Pebblerose Wealth Limited

    FCA reg no.
    1021511
    FCA authorised date:
    04/12/24
    FCA-regulated Pebblerose Wealth Limited offers expert financial planning in Leighton Buzzard, specializing in life investments, pensions, and final salary pension transfers. They provide strategic, tailored advice for all investors.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
  13. 🏢

    Stuart Balmer

    FCA reg no.
    506545
    FCA authorised date:
    29/06/21
    Stuart Balmer is a leading GB based financial planning firm specializing in life insurance, pensions retirement advice, and investment planning. They provide a range of FCA-regulated financial services under registration number 506545.
    1. ✔1 Financial Adviser
    2. 🪧3.1 Miles
  14. 🏢

    TDS Financial LTD

    FCA reg no.
    956896
    FCA authorised date:
    30/11/22
    TDS Financial Ltd is a FCA-regulated firm in Stewkley, Buckinghamshire, offering tailored advice on life insurance, investments, retirement planning, and pensions. Known for their client-centric and approachable style.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Stewkley
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  16. 🏢

    Ridgeways (FP) LTD

    FCA reg no.
    126062
    FCA authorised date:
    30/11/23
    Ridgeways (FP) Ltd is a FCA-regulated financial services provider in Aylesbury, offering bespoke advice on life, investments, pensions, and retirement plans, dedicated to securing clients' financial futures.
    1. ✔3 Financial Advisers
    2. 🪧3.6 Miles
    3. 📍Aylesbury
  17. 🏢

    Accalon Associates Limited

    FCA reg no.
    223009
    FCA authorised date:
    20/05/03
    Accalon Associates Limited is a FCA regulated firm in Bedfordshire, offering expert financial services including life investments and retirement planning. They specialize in tailored advice, catering to individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Leighton Buzzard
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