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Find FCA registered Financial Advisers Near Me in MK16 9

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We have found 405 relevant financial adviser firms within 30 miles of MK16 9. Showing page 1 of 27.

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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. 🪧31.9 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. 🪧31.9 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. 🪧33.3 Miles
    4. 📍Lutterworth
  5. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧47 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. 🪧47.3 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. 🪧49.2 Miles
    5. 📍London
  8. 🏢

    Secure Financial Planning LTD

    FCA reg no.
    1021074
    FCA authorised date:
    29/10/24
    Secure Financial Planning Ltd, an FCA-regulated firm in Newport Pagnell, offers expert financial planning services including life and investment advice, retirement guidance, and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Newport Pagnell
  9. 🏢

    John Clements

    FCA reg no.
    608733
    FCA authorised date:
    14/10/13
    John Clements, based in Newport Pagnell, provides clear, client-focused financial planning services, including investment advice, retirement planning and pension transfers, under FCA regulation 608733.
    1. ✔3 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Newport Pagnell
  10. 🏢

    Milton Keynes Financial Advice LTD

    FCA reg no.
    814001
    FCA authorised date:
    01/02/19
    Milton Keynes Financial Advice Ltd is a FCA-regulated firm offering professional financial planning advice with a focus on life insurance, investments and pensions in Buckinghamshire and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Newport Pagnell
  11. 🏢

    Lewis Christopher Limited

    FCA reg no.
    431767
    FCA authorised date:
    06/06/05
    Lewis Christopher is a family-run financial planning and mortgage firm based at Moulsoe Business Centre, just off junction 14 of the M1 near Milton Keynes. The firm was set up by Geoff Cardno in 2001. Today the team includes two financial advisers and two mortgage advisers, supported by our own admi... read full company profile.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧2.6 Miles
    4. 📍Newport Pagnell
  12. 🏢

    Gray Fairlie Wealth Management LTD

    FCA reg no.
    1019844
    FCA authorised date:
    02/10/24
    Gray Fairlie Wealth Management Ltd is an FCA-regulated firm in Newport Pagnell, Buckinghamshire, offering personalized advice on financial services including investments, pensions, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Newport Pagnell
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  14. 🏢

    Barry Wills

    FCA reg no.
    755215
    FCA authorised date:
    05/08/16
    Based in Newport Pagnell, Barry Wills is a distinguished financial planning firm known for providing regulated, tailored advice on investments and pensions, with expert life and retirement guidance backed by FCA regulation.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Newport Pagnell
  15. 🏢

    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. 🪧3.4 Miles
    3. 📍Milton Keynes
  16. 🏢

    The Finance Clinic LTD

    FCA reg no.
    211729
    FCA authorised date:
    01/07/15
    The Finance Clinic, a regulated firm in Olney, Buckinghamshire, is a trusted provider of financial planning and advice, including insurance, investments, and pensions. They serve local and surrounding areas with tailored financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Olney
  17. 🏢

    Stefanie Price

    FCA reg no.
    606594
    FCA authorised date:
    30/08/13
    Stefanie Price is a trusted Buckinghamshire-based financial firm, offering expert, regulated advice on life investments, pension planning and financial planning. Known for their client-focused approach, they guide individuals towards a prosperous financial future.
    1. ✔2 Financial Advisers
    2. 🪧3.5 Miles
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