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Find FCA registered Financial Advisers Near Me in Olney

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We have found 337 relevant financial adviser firms within 30 miles of Olney. Showing page 1 of 23.

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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. 🪧28.6 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. 🪧28.6 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. 🪧29.7 Miles
    4. 📍Lutterworth
  5. 🏢

    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. 🪧51.2 Miles
    6. 📍 London
  6. 🏢

    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. 🪧52.5 Miles
    5. 📍London
  7. 🏢

    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. 🪧0.4 Miles
    3. 📍Olney
  8. 🏢

    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. 🪧0.4 Miles
  9. 🏢

    Jane Smith Financial Planning Limited

    FCA reg no.
    212859
    FCA authorised date:
    23/08/02
    Jane Smith Financial Planning, regulated by the FCA, offers tailored financial solutions specialising in life insurance, investments, pensions and retirement advice in Buckinghamshire.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Olney
  10. 🏢

    Twigden Asset Management Limited

    FCA reg no.
    223678
    FCA authorised date:
    02/05/03
    Twigden Asset Management Limited, registered under FCA number 223678, is a Buckinghamshire-based financial planning firm specializing in life investments, pension retirement plans, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍Olney
  11. 🏢

    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. 🪧0.8 Miles
    3. 📍Olney
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  13. 🏢

    JBE Consultancy LTD

    FCA reg no.
    584421
    FCA authorised date:
    10/07/12
    JBE Consultancy Ltd, based in Northamptonshire, offers accessible financial advice including life investments, pension retirement, and comprehensive financial planning. With a client-centred approach, they demystify complex financial jargon to guide towards financial security.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍Northampton
  14. 🏢

    Paul Young Independent Financial Advisors LLP

    FCA reg no.
    830471
    FCA authorised date:
    01/08/19
    Paul Young Independent Financial Advisors LLP is a FCA-regulated firm offering comprehensive financial planning services. Specialising in pensions, investments, and broader financial strategies, they are known for making complex financial matters accessible.
    1. ✔3 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Bedford
  15. 🏢

    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. 🪧5 Miles
    3. 📍Newport Pagnell
  16. 🏢

    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. 🪧5.1 Miles
    3. 📍Newport Pagnell
  17. 🏢

    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. 🪧5.2 Miles
    3. 📍Newport Pagnell
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