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Find FCA registered Financial Advisers Near Me in Newport Pagnell

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We have found 417 relevant financial adviser firms within 30 miles of Newport Pagnell. Showing page 1 of 28.

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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. 🪧31.1 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. 🪧31.1 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. 🪧32.9 Miles
    4. 📍Lutterworth
  5. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧47.1 Miles
    3. 📍London
  6. 🏢

    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. 🪧47.5 Miles
    6. 📍 London
  7. 🏢

    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. 🪧47.5 Miles
    5. 📍London
  8. 🏢

    John Clements

    FCA reg no.
    608733
    FCA authorised date:
    14/10/13
    John Clements, based in Newport Pagnell, provides clear, client-focused financial planning services, including investment advice, retirement planning and pension transfers, under FCA regulation 608733.
    1. ✔3 Financial Advisers
    2. 🪧0 Miles
    3. 📍Newport Pagnell
  9. 🏢

    Milton Keynes Financial Advice LTD

    FCA reg no.
    814001
    FCA authorised date:
    01/02/19
    Milton Keynes Financial Advice Ltd is a FCA-regulated firm offering professional financial planning advice with a focus on life insurance, investments and pensions in Buckinghamshire and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍Newport Pagnell
  10. 🏢

    Gray Fairlie Wealth Management LTD

    FCA reg no.
    1019844
    FCA authorised date:
    02/10/24
    Gray Fairlie Wealth Management Ltd is an FCA-regulated firm in Newport Pagnell, Buckinghamshire, offering personalized advice on financial services including investments, pensions, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Newport Pagnell
  11. 🏢

    Barry Wills

    FCA reg no.
    755215
    FCA authorised date:
    05/08/16
    Based in Newport Pagnell, Barry Wills is a distinguished financial planning firm known for providing regulated, tailored advice on investments and pensions, with expert life and retirement guidance backed by FCA regulation.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Newport Pagnell
  12. 🏢

    Secure Financial Planning LTD

    FCA reg no.
    1021074
    FCA authorised date:
    29/10/24
    Secure Financial Planning Ltd, an FCA-regulated firm in Newport Pagnell, offers expert financial planning services including life and investment advice, retirement guidance, and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Newport Pagnell
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  14. 🏢

    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. 🪧1.7 Miles
    3. 📍Milton Keynes
  15. 🏢

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

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

    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. 🪧2.6 Miles
    3. 📍Milton Keynes
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