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Find FCA registered Financial Advisers Near Me in MK18 5

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We have found 349 relevant financial adviser firms within 30 miles of MK18 5. Showing page 1 of 24.

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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. 🪧27.7 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. 🪧27.7 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. 🪧31 Miles
    4. 📍Lutterworth
  5. 🏢

    Blakebrooke Financial Advice LTD

    FCA reg no.
    932163
    FCA authorised date:
    17/08/20
    We Specialise in providing high quality advice on many aspects of wealth management, working with you yo help you acheive your financial goals.
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £20,000
    4. 🪧42.3 Miles
    5. 📍Nottingham
  6. 🏢

    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. 🪧42.8 Miles
    5. 📍London
  7. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧60.7 Miles
    4. 📍Hilton
  8. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧60.7 Miles
    5. 📍Hilton
  9. 🏢

    Nick Barnes Wealth Management LTD

    FCA reg no.
    537020
    FCA authorised date:
    03/12/10
    Nick Barnes Wealth Management Ltd, based in Buckinghamshire, offers comprehensive financial planning services including life investments, pension advice and final salary pension transfers. Well-regarded for its reliable, regulated, personable service.
    1. ✔4 Financial Advisers
    2. 🪧3.3 Miles
  10. 🏢

    Woodlands Financial Management Limited

    FCA reg no.
    993703
    FCA authorised date:
    22/03/23
    Based in Hillesden, Buckingham, Woodlands Financial Management Limited is a trusted FCA-regulated financial advice firm offering comprehensive financial planning and investment services. They specialize in customized solutions for every client's unique needs.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍Buckingham
  11. 🏢

    Oliver Jones

    FCA reg no.
    1040065
    FCA authorised date:
    22/08/25
    Northamptonshire-based financial services firm, Oliver Jones, specialises in personalised financial planning and advice, including life insurance, investments, and retirement solutions. Known for a professional yet approachable team. FCA registered.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Brackley
  12. 🏢

    Warren Wealth Management LTD

    FCA reg no.
    992577
    FCA authorised date:
    28/02/23
    Warren Wealth Management Ltd, an FCA-regulated firm in Old Stratford, offers expert investment advice, retirement planning, and specialises in final salary pension transfers, catering to clients across Milton Keynes and Northamptonshire.
    1. ✔1 Financial Adviser
    2. 🪧6.4 Miles
    3. 📍Milton Keynes
  13. 🏢

    Eastgate Wealth Management LTD

    FCA reg no.
    416284
    FCA authorised date:
    01/12/04
    Eastgate Wealth Management Ltd, renowned for expert advice in pension transfers, offers tailored financial services, focusing on individual life, investment, and retirement needs primarily in Towcester, Northamptonshire.
    1. ✔1 Financial Adviser
    2. 🪧6.4 Miles
    3. 📍Towcester
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  15. 🏢

    Harrison James Financial Planners LTD

    FCA reg no.
    523850
    FCA authorised date:
    12/03/14
    Regulated by the FCA, Harrison James Financial Planners Ltd offers comprehensive financial advice across life, pensions, and investments from their MK11 1AQ location in Stony Stratford, Milton Keynes.
    1. ✔2 Financial Advisers
    2. 🪧6.9 Miles
    3. 📍Milton Keynes
  16. 🏢

    Imperious Capital Limited

    FCA reg no.
    670729
    FCA authorised date:
    01/06/15
    Imperious Capital Limited is a reputable FCA-registered financial services provider specialising in life investments, pensions, retirement advice, and financial planning. They offer personalised, regulated advice and build lifetime relationships with clients.
    1. ✔1 Financial Adviser
    2. 🪧6.9 Miles
    3. 📍Milton Keynes
  17. 🏢

    Vizion Wealth LLP

    FCA reg no.
    565523
    FCA authorised date:
    17/01/12
    FCA-regulated Vizion Wealth LLP offers comprehensive financial services including wealth management and retirement advice. Serving Milton Keynes and beyond, they prioritize clients' financial stability with tailored, trusted advice.
    1. ✔2 Financial Advisers
    2. 🪧6.9 Miles
    3. 📍Milton Keynes
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