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Find FCA registered Financial Advisers Near Me in MK10 9

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We have found 470 relevant financial adviser firms within 30 miles of MK10 9. Showing page 1 of 32.

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  2. 🏢

    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. 🪧34.1 Miles
    5. 📍Rugby
  3. 👤

    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. 🪧34.1 Miles
    4. 📍Rugby
  4. 👤

    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. 🪧36 Miles
    4. 📍Lutterworth
  5. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧43.9 Miles
    3. 📍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. 🪧44.3 Miles
    6. 📍 London
  7. 🏢

    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. 🪧44.4 Miles
    5. 📍London
  8. 🏢

    CADE and CO LLP

    FCA reg no.
    502829
    FCA authorised date:
    25/09/09
    CADE AND CO LLP is a FCA registered firm in Milton Keynes, specializing in financial advice on life insurance, investment strategies, and retirement planning. Known for their tailored solutions and approachable service.
    1. ✔3 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Milton Keynes
  9. 🏢

    DPS Solutions

    FCA reg no.
    231515
    FCA authorised date:
    14/09/05
    DPS Solutions is a reputable, FCA-regulated financial firm based in Buckinghamshire, offering expert advice on life and investment planning, retirement pensions, and comprehensive financial planning for a secure future.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Milton Keynes
  10. 🏢

    DPS DIRECTION LIMITED

    FCA reg no.
    429319
    FCA authorised date:
    09/05/05
    DPS Direction Ltd is a trusted financial services firm in Buckinghamshire, offering comprehensive financial planning solutions. Expertise includes life and investment strategies, pensions retirement advice, with a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Milton Keynes
  11. 🏢

    Simplicity Financial Planning LTD

    FCA reg no.
    916887
    FCA authorised date:
    15/11/19
    Simplicity Financial Planning Ltd, based in Buckinghamshire, offers expert financial guidance. Trusted FCA-regulated professionals for investments, pensions, and final salary transfers, they provide tailored solutions to secure your financial future.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Milton Keynes
  12. 🏢

    Independent Financial Planning (anglia) LTD

    FCA reg no.
    429592
    FCA authorised date:
    27/05/05
    FCA-regulated Independent Financial Planning (Anglia) Ltd, based in Milton Keynes, provides expert advice on financial planning, life/investments, pensions, and retirement across Buckinghamshire. They offer personalised solutions to meet unique financial needs.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Milton Keynes
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  14. 🏢

    Caliber Wealth Management LTD

    FCA reg no.
    458782
    FCA authorised date:
    19/10/06
    Caliber Wealth Management Ltd is a FCA registered financial services firm in Milton Keynes, Buckinghamshire, renowned for its expertise in personalized financial planning, investments, pensions and retirement guidance.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Milton Keynes
  15. 🏢

    Iron Wealth Management Limited

    FCA reg no.
    810374
    FCA authorised date:
    01/11/18
    Iron Wealth Management Limited, based in Milton Keynes, Buckinghamshire, offers regulated financial planning and advice services including life insurance, investments, and pension retirement advice, tailored to clients' unique needs.
    1. ✔2 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Milton Keynes
  16. 🏢

    Gracechurch Wealth Management LLP

    FCA reg no.
    454766
    FCA authorised date:
    02/10/06
    Gracechurch Wealth Management LLP is a Milton Keynes-based firm providing regulated financial services, including insurance, investments, and pensions advice. They emphasize client focus and offer personalised, reliable financial guidance.
    1. ✔3 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Milton Keynes
  17. 🏢

    Skyline Financial Limited

    FCA reg no.
    798675
    FCA authorised date:
    03/09/24
    Skyline Financial Limited is a FCA-regulated company based in Milton Keynes, offering expertise in life insurance, investments, and pensions retirement advice. Recognised for their personalised financial planning services.
    1. ✔2 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Milton Keynes
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