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Find FCA registered Financial Advisers Near Me in Marlow

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We have found 1813 relevant financial adviser firms within 30 miles of Marlow. Showing page 1 of 121.

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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. 🪧11.9 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. 🪧11.9 Miles
    5. 📍Reading
  4. 🏢

    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. 🪧13.2 Miles
    5. 📍London
  5. 🏢

    Simple Wealth Solutions

    FCA reg no.
    949781
    FCA authorised date:
    26/04/21
    I started work in the Finance industry over 30 years ago. Working in London for the largest Friendly Society in the World; Liverpool Victoria. I am the youngest of six siblings, married with three children of my own; so fully understand the importance of saving for the future and protecting your we... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧23.6 Miles
    3. 📍Thatcham
  6. 🏢

    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. 🪧24 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧28.3 Miles
    3. 📍London
  8. 🏢

    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. 🪧29 Miles
    6. 📍 London
  9. 🏢

    Continuum Wealth Limited

    FCA reg no.
    601396
    FCA authorised date:
    01/08/13
    FCA-regulated Continuum Wealth Limited, based in Marlow, Buckinghamshire, offers diverse financial services specializing in life and investment planning, pension advice, and holistic financial planning, simplifying complex financial decisions for clients.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.1 Miles
  10. 🏢

    Premier Financial Management LTD

    FCA reg no.
    189921
    FCA authorised date:
    01/12/01
    Top-tier, FCA-regulated financial planning firm, 2. Amber River Premier, specialises in wealth management and comprehensive financial planning. Renowned for tailored advice, they service Buckinghamshire and the UK from Marlow.
    1. ✔10 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Marlow
  11. 🏢

    GT Wealth Management LTD

    FCA reg no.
    782985
    FCA authorised date:
    29/06/17
    GT Wealth Management Ltd, based in Buckinghamshire, is a reputable FCA-regulated firm offering expert, tailored financial planning services including life investments and pension-related advice across Greater Manchester and surrounding counties.
    1. ✔6 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Marlow
  12. 🏢

    Hewett Wealth Management Limited

    FCA reg no.
    1008833
    FCA authorised date:
    11/02/24
    Hewett Wealth Management Limited, in Buckinghamshire, is a trusted, FCA-regulated firm offering diverse financial services, including insurance and investments. Specialising in financial planning and pensions advice, they provide personalised guidance for clients' financial journey.
    1. ✔2 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Marlow
  13. 🏢

    Adam Wicken

    FCA reg no.
    950427
    FCA authorised date:
    05/05/21
    Adam Wicken is a trusted, FCA-regulated financial services company based in Marlow, Buckinghamshire, offering tailored financial advice including life investments, pensions, and complete financial planning to clients across Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Marlow
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  15. 🏢

    Herbert & Webster LTD

    FCA reg no.
    528384
    FCA authorised date:
    03/11/10
    Herbert & Webster is an independent UK financial advice firm specialising in personalised financial planning and private wealth management. The firm supports individuals, families and business owners with a full spectrum of services, including investment planning, pensions and retirement advice (inc... read full company profile.
    1. ✔3 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Marlow
  16. 🏢

    RBS Associates

    FCA reg no.
    457658
    FCA authorised date:
    01/12/06
    RBS Associates, based in Marlow, Buckinghamshire, is a leader in financial planning and retirement advice. Regulated by FCA, they provide expert life, investment, and pension strategies tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Marlow
  17. 🏢

    Aspirational Financial Planning Limited

    FCA reg no.
    922435
    FCA authorised date:
    03/08/20
    Based in Marlow, Buckinghamshire, Aspirational Financial Planning Limited offers FCA-regulated financial services including life insurance, investments, and retirement advice to local businesses and families.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Marlow
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