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Find FCA registered Financial Advisers Near Me in LU7 9

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We have found 728 relevant financial adviser firms within 30 miles of LU7 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. 🪧33 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. 🪧33.4 Miles
    6. 📍 London
  4. 👤

    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. 🪧33.7 Miles
    4. 📍Reading
  5. 🏢

    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. 🪧33.7 Miles
    5. 📍Reading
  6. 🏢

    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. 🪧35.6 Miles
    5. 📍London
  7. 🏢

    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. 🪧38.1 Miles
    5. 📍Claygate
  8. 🏢

    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. 🪧44.9 Miles
    5. 📍Rugby
  9. 👤

    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. 🪧44.9 Miles
    4. 📍Rugby
  10. 👤

    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. 🪧47.2 Miles
    4. 📍Lutterworth
  11. 🏢

    KS Financial Advisers Limited

    FCA reg no.
    670058
    FCA authorised date:
    26/05/21
    KS Financial Advisers Limited, a reputable Buckinghamshire-based firm, provides regulated financial services, including insurance and investment advice, for both individuals and businesses. Highly dedicated to offering personalised financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Dunstable
  12. 🏢

    Financially Prudent (IFA) Limited

    FCA reg no.
    489834
    FCA authorised date:
    02/01/09
    Financially Prudent (IFA) Limited is a customer-focused firm offering expert, regulated financial advice in pensions, retirement planning, investments, and life, trusted for transparency and personalized financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Dunstable
  13. 🏢

    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. 🪧2.7 Miles
  14. 🏢

    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. 🪧2.7 Miles
    3. 📍Leighton Buzzard
  15. 🏢

    Amanda Caroline Rodgers

    FCA reg no.
    664893
    FCA authorised date:
    14/01/15
    Amanda Caroline Rodgers is a distinguished, FCA-regulated financial service firm in Buckinghamshire offering comprehensive planning solutions in investment, pensions, and retirement. Known for client-focused approach and simplifying complex financial matters.
    1. ✔2 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Leighton Buzzard
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  17. 🏢

    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. 🪧3.3 Miles
    4. 📍Bedfordshire
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