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Find FCA registered Financial Advisers Near Me in Montgomery Lines GU11

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We have found 870 relevant financial adviser firms within 30 miles of Montgomery Lines GU11. Showing page 1 of 58.

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  2. 🏢

    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. 🪧13.5 Miles
    5. 📍London
  3. 👤

    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. 🪧16.4 Miles
    4. 📍Reading
  4. 🏢

    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. 🪧16.4 Miles
    5. 📍Reading
  5. 🏢

    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. 🪧19.5 Miles
    5. 📍Claygate
  6. 🏢

    Avanti Financial Planning

    FCA reg no.
    1026303
    FCA authorised date:
    28/02/25
    Avanti Financial Planning are independent financial advisers, and our mission is to help you improve your finances and make your aims and aspirations a reality. We deliver a service built around the values, experience and knowledge our leadership team has acquired over the last 70 years. What do... read full company profile
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £250,000
    4. 🪧21.2 Miles
    5. 📍Billingshurst
  7. 🏢

    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. 🪧23.2 Miles
    3. 📍Thatcham
  8. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧32.5 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. 🪧33 Miles
    6. 📍 London
  10. 🏢

    Whiteleys Financial Management LLP

    FCA reg no.
    932404
    FCA authorised date:
    13/01/21
    Whiteleys Financial Management LLP is an FCA-regulated, reputable firm in Aldershot, renowned for tailored financial advice and planning, particularly for pensions, retirement, and investment sectors.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Aldershot
  11. 🏢

    Michael Skeel

    FCA reg no.
    216483
    FCA authorised date:
    31/05/05
    Michael Skeel, an FCA-regulated firm in Aldershot, Hampshire, offers expert advice in financial services including life and investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Aldershot
  12. 🏢

    Barrie Dean

    FCA reg no.
    441225
    FCA authorised date:
    28/10/05
    Barrie Dean Financial Management is a regulated financial firm in Aldershot, specialising in wealth management, investment strategies, pension transfers, and comprehensive financial planning with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Aldershot
  13. 🏢

    Origen Financial Services Limited

    FCA reg no.
    192666
    FCA authorised date:
    01/12/01
    Origen Financial Services is a Farnborough-based robust financial advisory firm providing comprehensive, personalised financial guidance in Hampshire. Specialising in life investments, pensions, and financial planning, we promise integrity and transparency.
    1. ✔176 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Farnborough
  14. 🏢

    Giles Sanger

    FCA reg no.
    797828
    FCA authorised date:
    03/04/18
    Gilmar is a top FCA-regulated financial services firm in Farnborough, Hampshire, specializing in life insurance, investments, pensions retirement planning, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Farnborough
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  16. 🏢

    Christopher Richard Bean

    FCA reg no.
    972741
    FCA authorised date:
    23/03/22
    Christopher Richard Bean is a trustworthy, FCA-regulated financial firm in Farnborough, Hampshire, known for personalized financial planning and advice across various segments.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Farnborough
  17. 🏢

    Advised Financial Limited

    FCA reg no.
    624582
    FCA authorised date:
    08/10/14
    3. Money Ways (UK) is an FCA-regulated firm based in Farnborough, Hampshire, renowned for expert pension retirement advice and comprehensive investment planning, serving locals with personalized financial plans.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Farnborough
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