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Find FCA registered Financial Advisers Near Me in Monks Risborough HP27

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We have found 810 relevant financial adviser firms within 30 miles of Monks Risborough HP27. Showing page 1 of 54.

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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. 🪧20.5 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. 🪧20.5 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. 🪧22.8 Miles
    5. 📍London
  5. 🏢

    Simple Wealth Solutions

    FCA reg no.
    949781
    FCA authorised date:
    26/04/21
    I started work in the Finance industry over 30 years ago. Working in London for the largest Friendly Society in the World; Liverpool Victoria. I am the youngest of six siblings, married with three children of my own; so fully understand the importance of saving for the future and protecting your we... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧29.6 Miles
    3. 📍Thatcham
  6. 🏢

    Balance Financial Planning

    FCA reg no.
    1005927
    FCA authorised date:
    12/12/23
    HOW WE HELP At Balance Financial Planning we know building wealth is a gradual process, so it’s even more important you make well-informed decisions on how to keep it working for your future. Understanding your financial options can be challenging and sometimes overwhelming.  Whatever your goa... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧33.4 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧33.7 Miles
    3. 📍London
  8. 🏢

    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. 🪧34.3 Miles
    6. 📍 London
  9. 🏢

    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. 🪧49.6 Miles
    5. 📍Rugby
  10. 👤

    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. 🪧49.6 Miles
    4. 📍Rugby
  11. 👤

    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. 🪧52.9 Miles
    4. 📍Lutterworth
  12. 🏢

    Stephen Devey

    FCA reg no.
    139034
    FCA authorised date:
    01/12/01
    Abraxas Financial Consultants are regulated experts based in Buckinghamshire, offering personalised financial planning advice and solutions for individuals and businesses, specialising in life investments and pensions retirement.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Princes Risborough
  13. 🏢

    Baileywood Financial Planning LTD

    FCA reg no.
    480384
    FCA authorised date:
    14/03/08
    Taylor Wealth Management, an FCA-regulated firm based in Buckinghamshire, specializes in life investments, pension advice, and comprehensive financial planning, offering tailored services to mirror clients' unique financial goals.
    1. ✔4 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Great Missenden
  14. 🏢

    Simon Charles Heald

    FCA reg no.
    216366
    FCA authorised date:
    31/05/05
    Simon Charles Heald, based in Buckinghamshire, provides regulated financial services including life insurance as well as investment advice. Specialities include pensions retirement advice and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Wendover
  15. 🏢

    Brilliance Financial Planning LTD

    FCA reg no.
    489357
    FCA authorised date:
    02/01/09
    FCA registered Brilliance Financial Planning offers comprehensive financial planning and regulated advice, specializing in wealth management, life insurance, and retirement pensions from their strategic Aylesbury location.
    1. ✔2 Financial Advisers
    2. 🪧3.7 Miles
    3. 📍Aylesbury
  16. 🏢

    Wendover Financial Limited

    FCA reg no.
    479708
    FCA authorised date:
    15/04/08
    Wendover Financial Limited, based in Aylesbury, offers professional financial planning services including life and investment advice, pensions and retirement guidance. A FCA-regulated firm renowned for its client-centric approach in Buckinghamshire.
    1. ✔5 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧3.8 Miles
    4. 📍Aylesbury
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