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Find FCA registered Financial Advisers Near Me in MK4 3

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We have found 509 relevant financial adviser firms within 30 miles of MK4 3. Showing page 1 of 34.

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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. 🪧34.2 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. 🪧34.2 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. 🪧36.8 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. 🪧40.9 Miles
    5. 📍London
  6. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧43.7 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. 🪧44.1 Miles
    6. 📍 London
  8. 👤

    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. 🪧67.4 Miles
    4. 📍Hilton
  9. 🏢

    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. 🪧67.4 Miles
    5. 📍Hilton
  10. 🏢

    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. 🪧1.2 Miles
    3. 📍Milton Keynes
  11. 🏢

    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. 🪧1.4 Miles
    3. 📍Milton Keynes
  12. 🏢

    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. 🪧1.4 Miles
    4. 📍Milton Keynes
  13. 🏢

    Bob Gibbs Financial Planning Limited

    FCA reg no.
    1007920
    FCA authorised date:
    31/01/24
    Bob Gibbs Financial Planning Ltd in Milton Keynes, offers FCA-regulated advice on financial services including life and investments, pensions retirement, and final salary pension transfers. Known for their personalized, professional approach.
    1. ✔3 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Milton Keynes
  14. 🏢

    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. 🪧1.6 Miles
    4. 📍Milton Keynes
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  16. 🏢

    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. 🪧1.6 Miles
    3. 📍Milton Keynes
  17. 🏢

    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. 🪧1.6 Miles
    3. 📍Milton Keynes
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