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Find FCA registered Financial Advisers Near Me in Middle Bourne GU10

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We have found 792 relevant financial adviser firms within 30 miles of Middle Bourne GU10. Showing page 1 of 53.

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  2. 🏢

    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. 🪧16.3 Miles
    5. 📍London
  3. 👤

    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. 🪧19.3 Miles
    4. 📍Reading
  4. 🏢

    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. 🪧19.3 Miles
    5. 📍Reading
  5. 🏢

    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. 🪧19.5 Miles
    5. 📍Billingshurst
  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. 🪧23.2 Miles
    5. 📍Claygate
  7. 🏢

    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
  8. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧36.7 Miles
    3. 📍London
  9. 🏢

    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. 🪧37.2 Miles
    6. 📍 London
  10. 🏢

    RDS Financial Consultants Limited

    FCA reg no.
    164691
    FCA authorised date:
    01/12/01
    RDS Financial Consultants Limited, based in Wrecclesham, Surrey, provides comprehensive financial planning services, including life investments and retirement advice, ensuring clients confidently navigate their financial future.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Farnham
  11. 🏢

    Venari Wealth LTD

    FCA reg no.
    1025179
    FCA authorised date:
    01/08/25
    Venari Wealth Ltd is a Surrey-based financial services firm specialising in life insurance, investments, pensions retirement advice, and personalised financial planning. Regulated by the FCA, it offers approachable, tailored advice.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Farnham
  12. 🏢

    Gleave Financial Services

    FCA reg no.
    196050
    FCA authorised date:
    22/11/23
    Gleave Financial Services is a reliable, FCA regulated financial firm in Wrecclesham, Surrey, offering tailored services in insurance, pensions, and comprehensive financial planning. Our friendly, skilled team ensures your secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Wrecclesham
  13. 🏢

    Lloyds Independent Financial Services

    FCA reg no.
    628264
    FCA authorised date:
    02/12/14
    Lloyds Independent Financial Services, based in Farnham, is an expert FCA-regulated provider of financial services including life and investments, pensions retirement advice and holistic planning, catering to diverse client needs.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
  14. 🏢

    Maspero Associates Wealth Management Limited

    FCA reg no.
    774334
    FCA authorised date:
    17/03/17
    Maspero Associates Wealth Management Ltd is a trustworthy financial advisory in Farnham, Surrey, providing personalised financial planning including life, investments, pensions, retirement advice, and strategic planning. FCA registered (#774334).
    1. ✔3 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Farnham
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  16. 🏢

    GQ INDEPENDENT LIMITED

    FCA reg no.
    806366
    FCA authorised date:
    28/09/18
    GQ Independent Limited, an FCA-regulated firm based in Farnham, Surrey, offers reliable financial planning advice and services, specializing in life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Farnham
  17. 🏢

    Tiffanys Wealth Management LTD

    FCA reg no.
    483197
    FCA authorised date:
    12/05/08
    Tiffanys Wealth Management Ltd is a trusted, FCA-regulated financial advisory service in Surrey, specializing in comprehensive solutions like life planning, pensions advice, and final salary pension transfers. They offer reliable, tailored financial advice.
    1. ✔2 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Farnham
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