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Find FCA registered Financial Advisers Near Me in MK18 3

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We have found 563 relevant financial adviser firms within 30 miles of MK18 3. Showing page 1 of 38.

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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. 🪧32.9 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. 🪧32.9 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. 🪧35.4 Miles
    5. 📍London
  5. 🏢

    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. 🪧37.2 Miles
    5. 📍Rugby
  6. 👤

    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. 🪧37.2 Miles
    4. 📍Rugby
  7. 👤

    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. 🪧40.2 Miles
    4. 📍Lutterworth
  8. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧42.1 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. 🪧42.6 Miles
    6. 📍 London
  10. 🏢

    Island FS LTD

    FCA reg no.
    944162
    FCA authorised date:
    18/10/23
    UK-based Island Financial Strategy provides diverse financial services, including investments, retirement advice, and financial planning. Known for their expert life and pension advisories, they offer personalised, regulated advice in a clear, friendly manner.
    1. ✔2 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Buckingham
  11. 🏢

    MAITLAND JAMES LIMITED

    FCA reg no.
    951327
    FCA authorised date:
    19/05/21
    Maitland James Financial Planning is a trusted firm in Northampton offering bespoke financial planning, regulated advice, and specializing in life investments, pensions retirement, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Buckingham
  12. 🏢

    Darren Knibb Wealth Management LTD

    FCA reg no.
    956588
    FCA authorised date:
    11/08/21
    Based in Buckinghamshire, Darren Knibb Wealth Management Ltd offers expert financial planning and tailored investment services, specialising in final salary pension transfers. Known for approachability and client-centric focus.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Winslow
  13. 🏢

    TDS Financial LTD

    FCA reg no.
    956896
    FCA authorised date:
    30/11/22
    TDS Financial Ltd is a FCA-regulated firm in Stewkley, Buckinghamshire, offering tailored advice on life insurance, investments, retirement planning, and pensions. Known for their client-centric and approachable style.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Stewkley
  14. 🏢

    Spectrum Corporate Consultants LTD

    FCA reg no.
    505372
    FCA authorised date:
    05/04/22
    Spectrum Corporate Consultants Ltd is a trusted, FCA-regulated firm specializing in financial planning, regulated advice for life investments and pensions retirement, and final salary pension transfers. Based in Aylesbury, they offer client-focused, flexible, and professional services.
    1. ✔1 Financial Adviser
    2. 🪧4.3 Miles
    3. 📍Aylesbury
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  16. 🏢

    Clarke Financial Consulting LTD

    FCA reg no.
    768582
    FCA authorised date:
    04/01/17
    Clarke Financial Consulting Ltd offers personalised financial services in Aylesbury and Buckinghamshire, specialising in pensions, investments, and financial planning, with strict adherence to FCA regulations.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Aylesbury
  17. 🏢

    MBW Wealth Management LTD

    FCA reg no.
    777669
    FCA authorised date:
    27/04/17
    MBW Wealth Management Ltd provides trusted financial planning services in Buckinghamshire, specialising in investment portfolios, pensions retirement, life investments, and strategic financial planning, regulated by the FCA (No. 777669).
    1. ✔1 Financial Adviser
    2. 🪧5.9 Miles
    3. 📍Milton Keynes
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