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Find FCA registered Financial Advisers Near Me in Newlands MK15

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We have found 438 relevant financial adviser firms within 30 miles of Newlands MK15. Showing page 1 of 30.

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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. 🪧32.8 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. 🪧32.8 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. 🪧34.8 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. 🪧45.1 Miles
    5. 📍London
  6. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧45.1 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. 🪧45.5 Miles
    6. 📍 London
  8. 🏢

    Caliber Wealth Management LTD

    FCA reg no.
    458782
    FCA authorised date:
    19/10/06
    Caliber Wealth Management Ltd is a FCA registered financial services firm in Milton Keynes, Buckinghamshire, renowned for its expertise in personalized financial planning, investments, pensions and retirement guidance.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Milton Keynes
  9. 🏢

    CADE and CO LLP

    FCA reg no.
    502829
    FCA authorised date:
    25/09/09
    CADE AND CO LLP is a FCA registered firm in Milton Keynes, specializing in financial advice on life insurance, investment strategies, and retirement planning. Known for their tailored solutions and approachable service.
    1. ✔3 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Milton Keynes
  10. 🏢

    DPS Solutions

    FCA reg no.
    231515
    FCA authorised date:
    14/09/05
    DPS Solutions is a reputable, FCA-regulated financial firm based in Buckinghamshire, offering expert advice on life and investment planning, retirement pensions, and comprehensive financial planning for a secure future.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Milton Keynes
  11. 🏢

    DPS DIRECTION LIMITED

    FCA reg no.
    429319
    FCA authorised date:
    09/05/05
    DPS Direction Ltd is a trusted financial services firm in Buckinghamshire, offering comprehensive financial planning solutions. Expertise includes life and investment strategies, pensions retirement advice, with a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Milton Keynes
  12. 🏢

    Simplicity Financial Planning LTD

    FCA reg no.
    916887
    FCA authorised date:
    15/11/19
    Simplicity Financial Planning Ltd, based in Buckinghamshire, offers expert financial guidance. Trusted FCA-regulated professionals for investments, pensions, and final salary transfers, they provide tailored solutions to secure your financial future.
    1. ✔2 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Milton Keynes
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  14. 🏢

    Jules Murphy Financial Planning LTD

    FCA reg no.
    916055
    FCA authorised date:
    31/10/19
    FCA-regulated Jules Murphy Financial Planning Ltd provides expert financial advice in Milton Keynes and Buckinghamshire. Services include life investments, pensions retirement advice, and final salary pension transfers. Known for their client-focused approach and local insights.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Milton Keynes
  15. 🏢

    Collective Financial Planning Limited

    FCA reg no.
    576147
    FCA authorised date:
    28/02/12
    Collective Financial Planning Ltd is a Milton Keynes-based firm offering client-focused financial services, including life investments, pensions advice and pension transfers. Registered with the FCA, it serves Buckinghamshire and surrounding areas.
    1. ✔8 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Milton Keynes
  16. 🏢

    Skyline Financial Limited

    FCA reg no.
    798675
    FCA authorised date:
    03/09/24
    Skyline Financial Limited is a FCA-regulated company based in Milton Keynes, offering expertise in life insurance, investments, and pensions retirement advice. Recognised for their personalised financial planning services.
    1. ✔2 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Milton Keynes
  17. 🏢

    The Cosgrove Partnership LLP

    FCA reg no.
    613533
    FCA authorised date:
    01/04/14
    The Cosgrove Partnership, regulated by the FCA, specializes in financial planning, pensions, and retirement advice in Buckinghamshire, serving first-time buyers and local families with a professional yet approachable service.
    1. ✔5 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Milton Keynes
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