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Find FCA registered Financial Advisers Near Me in Old Coulsdon CR5

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We have found 2007 relevant financial adviser firms within 30 miles of Old Coulsdon CR5. Showing page 1 of 134.

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  2. 🏢

    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. 🪧10.2 Miles
    5. 📍Claygate
  3. 🏢

    Ewart & Bridgeman Advisers

    FCA reg no.
    439695
    FCA authorised date:
    20/09/05
    Ewart & Bridgeman Advisers is a successful and long-established Senior Partner Practice of St. James's Place. We serve the financial needs of individuals, attorneys, trustees, business owners and families throughout the UK. Peter Ewart was invited to join St. James's Place (formerly J. Rothschi... read full company profile
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £100,000
    3. ✔Min Assets: £200,000
    4. 🪧13.9 Miles
    5. 📍London
  4. 🏢

    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. 🪧14.8 Miles
    6. 📍 London
  5. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧14.8 Miles
    3. 📍London
  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. 🪧24.2 Miles
    5. 📍Billingshurst
  7. 👤

    David Robertson

    Robertson’s Wealth Management Ltd
    FCA reg no.
    DPR01100
    FCA authorised date:
    13/11/25
    1. ✔Min Pension Savings: £100,000
    2. ✔Min Assets: £100,000
    3. 🪧31.9 Miles
    4. 📍London
  8. 🏢

    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. 🪧36.6 Miles
    5. 📍London
  9. 🏢

    Fairview Financial Management LTD

    FCA reg no.
    976151
    FCA authorised date:
    20/05/22
    5* Rated Independent Financial Advisers in Rayleigh, Essex. We provide straight-talking, no-nonsense, independent financial advice, wealth management and financial planning. This includes expert, unbiased advice on; investments, pensions, inheritance tax planning, mortgages and protection i... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧37 Miles
    3. 📍Rayleigh
  10. 🏢

    Woodcote Financial LTD

    FCA reg no.
    651145
    FCA authorised date:
    02/02/15
    London-based Woodcote Financial Ltd offers trustworthy, FCA-regulated financial services, specializing in life, investments and pensions. Renowned for personalized service, it aids clients in navigating complex financial landscapes.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Coulsdon
  11. 🏢

    Reddings Wealth Management Limited

    FCA reg no.
    842101
    FCA authorised date:
    15/05/19
    Reddings Wealth Management Limited, a reputable financial advisor in Greater London, offers client-centered financial planning, and regulated advice in insurance, investments, and pension retirement. Known for their professionalism and transparency.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Coulsdon
  12. 🏢

    FAFL LTD

    FCA reg no.
    1017569
    FCA authorised date:
    01/04/25
    FAFL Ltd, a reputable financial planning firm located in Kenley, London, offers tailored, regulated advice on life and investment services, retirement planning and more for both individual and business clients.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Croydon
  13. 🏢

    Hiral Desai

    FCA reg no.
    1032711
    FCA authorised date:
    12/05/25
    Hiral Desai is a FCA-regulated financial services firm in Surrey, offering tailored advice on investments, pensions and insurance. Committed to meeting client-specific needs, they specialize in strategic retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Caterham
  14. 🏢

    Chaldon Fox Associates Limited

    FCA reg no.
    515454
    FCA authorised date:
    09/03/10
    Chaldon Fox Associates is a FCA regulated financial planning firm in Surrey, providing expert retirement advice and pension plans across South East England with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Whyteleafe
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  16. 🏢

    Kenley Financial Limited

    FCA reg no.
    229879
    FCA authorised date:
    15/01/04
    Kenley Financial Limited is a Surrey-based firm specialising in tailored financial planning and advice, with expertise in life investments and pensions. Known for its approachable guidance, it's a trusted local choice for securing financial futures.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Caterham
  17. 🏢

    Wingate Wealth Management LTD

    FCA reg no.
    478923
    FCA authorised date:
    03/03/08
    Wingate Financial Planning, a Surrey-based firm, provides a range of financial services including wealth management, life insurance, investments and regulated advice for pensions. Trusted and FCA-registered, they deliver tailored financial solutions.
    1. ✔7 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Caterham
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