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Find FCA registered Financial Advisers Near Me in Oldbrook MK6


We have found 470 relevant financial adviser firms within 30 miles of Oldbrook MK6. Showing page 4 of 32.

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  2. 🏢

    Lewis Christopher Limited

    FCA reg no.
    431767
    FCA authorised date:
    06/06/05
    Lewis Christopher is a family-run financial planning and mortgage firm based at Moulsoe Business Centre, just off junction 14 of the M1 near Milton Keynes. The firm was set up by Geoff Cardno in 2001. Today the team includes two financial advisers and two mortgage advisers, supported by our own admi... read full company profile.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧4.9 Miles
    4. 📍Newport Pagnell
  3. 🏢

    Warren Wealth Management LTD

    FCA reg no.
    992577
    FCA authorised date:
    28/02/23
    Warren Wealth Management Ltd, an FCA-regulated firm in Old Stratford, offers expert investment advice, retirement planning, and specialises in final salary pension transfers, catering to clients across Milton Keynes and Northamptonshire.
    1. ✔1 Financial Adviser
    2. 🪧5.3 Miles
    3. 📍Milton Keynes
  4. 🏢

    Stuart Balmer

    FCA reg no.
    506545
    FCA authorised date:
    29/06/21
    Stuart Balmer is a leading GB based financial planning firm specializing in life insurance, pensions retirement advice, and investment planning. They provide a range of FCA-regulated financial services under registration number 506545.
    1. ✔1 Financial Adviser
    2. 🪧5.3 Miles
  5. 🏢

    Boosst Limited

    FCA reg no.
    791683
    FCA authorised date:
    03/04/18
    boosst is an award-winning, employee-owned financial planning firm based at Church View in Hulcote, Bedfordshire. In 2024, our founders transferred 100% of the company's shares into an Employee Ownership Trust, meaning boosst is owned entirely by the people who work in it - not by a parent company... read full company profile.
    1. ✔4 Financial Advisers
    2. 🪧5.7 Miles
    3. 📍Milton Keynes
  6. 🏢

    Charlotte Walters

    FCA reg no.
    971027
    FCA authorised date:
    03/03/22
    Avail Financial Planning, FCA registered in Bedfordshire, offers comprehensive financial services including insurance, investments, and pensions advice. They specialize in providing bespoke, regulated advice for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧6.2 Miles
    3. 📍Milton Keynes
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  8. 🏢

    CATHEDRAL INDEPENDENT FINANCIAL PLANNING LIMITED

    FCA reg no.
    231910
    FCA authorised date:
    01/07/04
    Cathedral Independent Financial Planning Limited is a Bedfordshire-based authority in financial services, providing regulated advice tailored to individual needs. Specialising in life investments, pensions, and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧7.1 Miles
    4. 📍Bedford
  9. 🏢

    TDS Financial LTD

    FCA reg no.
    956896
    FCA authorised date:
    30/11/22
    TDS Financial Ltd is a FCA-regulated firm in Stewkley, Buckinghamshire, offering tailored advice on life insurance, investments, retirement planning, and pensions. Known for their client-centric and approachable style.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Stewkley
  10. 🏢

    Darren Knibb Wealth Management LTD

    FCA reg no.
    956588
    FCA authorised date:
    11/08/21
    Based in Buckinghamshire, Darren Knibb Wealth Management Ltd offers expert financial planning and tailored investment services, specialising in final salary pension transfers. Known for approachability and client-centric focus.
    1. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Winslow
  11. 🏢

    MAITLAND JAMES LIMITED

    FCA reg no.
    951327
    FCA authorised date:
    19/05/21
    Maitland James Financial Planning is a trusted firm in Northampton offering bespoke financial planning, regulated advice, and specializing in life investments, pensions retirement, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧8.2 Miles
    3. 📍Buckingham
  12. 🏢

    Goodwin Financial Services Limited

    FCA reg no.
    953471
    FCA authorised date:
    05/01/22
    Goodwin Financial Services Limited, an FCA registered firm in Leighton Buzzard, offers comprehensive financial planning and advice including life investments, pension retirement advice and is renowned for integrity and consistency.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧8.5 Miles
    4. 📍Bedfordshire
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  14. 🏢

    Stefanie Price

    FCA reg no.
    606594
    FCA authorised date:
    30/08/13
    Stefanie Price is a trusted Buckinghamshire-based financial firm, offering expert, regulated advice on life investments, pension planning and financial planning. Known for their client-focused approach, they guide individuals towards a prosperous financial future.
    1. ✔2 Financial Advisers
    2. 🪧8.8 Miles
  15. 🏢

    CFS Wealth Planning Limited

    FCA reg no.
    911510
    FCA authorised date:
    22/07/19
    CFS Wealth Planning Limited is an FCA regulated firm offering bespoke financial advice in Buckinghamshire. Specializing in life investments, final salary pension transfers, and financial planning, the team provides reliable services for individual investors and families.
    1. ✔4 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Olney
  16. 🏢

    The Finance Clinic LTD

    FCA reg no.
    211729
    FCA authorised date:
    01/07/15
    The Finance Clinic, a regulated firm in Olney, Buckinghamshire, is a trusted provider of financial planning and advice, including insurance, investments, and pensions. They serve local and surrounding areas with tailored financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Olney
  17. 🏢

    Attain Wealth Management Limited

    FCA reg no.
    535786
    FCA authorised date:
    01/04/11
    Bedfordshire-based Attain Wealth Management Limited specialises in financial planning and regulated advice, providing personalised pensions retirement guidance. Known for their client-centric approach, they simplify complex financial decisions for first-time investors and families.
    1. ✔3 Financial Advisers
    2. 🪧9.1 Miles
    3. 📍Leighton Buzzard
  18. 🏢

    Pebblerose Wealth Limited

    FCA reg no.
    1021511
    FCA authorised date:
    04/12/24
    FCA-regulated Pebblerose Wealth Limited offers expert financial planning in Leighton Buzzard, specializing in life investments, pensions, and final salary pension transfers. They provide strategic, tailored advice for all investors.
    1. ✔1 Financial Adviser
    2. 🪧9.2 Miles
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