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Find FCA registered Financial Advisers Near Me in MK4 1

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We have found 483 relevant financial adviser firms within 30 miles of MK4 1. Showing page 1 of 33.

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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. 🪧33.7 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. 🪧33.7 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. 🪧36.1 Miles
    4. 📍Lutterworth
  5. 🏢

    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. 🪧42.2 Miles
    5. 📍London
  6. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧44.1 Miles
    3. 📍London
  7. 🏢

    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. 🪧44.5 Miles
    6. 📍 London
  8. 🏢

    1st Financial Services (london) Limited

    FCA reg no.
    454529
    FCA authorised date:
    14/09/06
    1st Financial Foundations is a UK-based, FCA-regulated firm offering expert advice in financial planning, retirement pensions, life insurance, and investment guidance, with a focus on client-centered services.
    1. ✔3 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.3 Miles
    4. 📍Milton Keynes
  9. 🏢

    ASC FINANCIAL SOLUTIONS LIMITED

    FCA reg no.
    506768
    FCA authorised date:
    26/11/09
    ASC Financial Solutions Limited is a FCA-regulated firm offering specialized life investments, pensions retirement advice, and comprehensive financial planning. Located in Milton Keynes, they provide tailor-made solutions across surrounding counties.
    1. ✔3 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Milton Keynes
  10. 🏢

    Wealth and Tax Management Limited

    FCA reg no.
    189461
    FCA authorised date:
    01/12/01
    Wealth and Tax Management Limited is a trusted financial services firm in Furzton, Milton Keynes, known for expert advice on life investments, retirement and pension planning.
    1. ✔3 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Milton Keynes
  11. 🏢

    Qdos Financial Solutions

    FCA reg no.
    222291
    FCA authorised date:
    23/06/15
    Milton Keynes-based Qdos Financial Solutions offers expert, regulated financial advice, specializing in life insurance, investments, and retirement planning, tailored to client needs throughout Buckinghamshire.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Milton Keynes
  12. 🏢

    Minaxi Patel

    FCA reg no.
    918854
    FCA authorised date:
    02/01/20
    Minaxi Patel's financial planning firm in Milton Keynes, UK, offers a range of regulated services including insurance, investments, and pension advice. Known for its approachable, client-focused ethos, it specializes in individualized, comprehensible financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Milton Keynes
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  14. 🏢

    Perspective (south) Limited

    FCA reg no.
    178690
    FCA authorised date:
    01/12/01
    Perspective (South) Limited is a reliable financial advising firm in Milton Keynes, Buckinghamshire, specializing in life investments, pensions retirement advice, and financial planning. They offer tailored services to meet individual client needs.
    1. ✔58 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧1.2 Miles
    4. 📍Milton Keynes
  15. 🏢

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

    Stag Wealth Management LTD

    FCA reg no.
    1002048
    FCA authorised date:
    01/09/23
    Stag Wealth Management Ltd, based in Milton Keynes, provides reliable, tailored financial advice including investments planning, pensions retirement guidance, and comprehensive financial planning across Buckinghamshire. Regulated by the FCA (No. 1002048).
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Milton Keynes
  17. 🏢

    RTS Financial Planning Limited

    FCA reg no.
    772054
    FCA authorised date:
    10/04/17
    RTS Financial Planning Limited, based in Milton Keynes, provides comprehensive financial planning solutions, including investment management and retirement advice. Known for their client-focused, tailored approach, they are regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Milton Keynes
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