Are you an Adviser click here
Search Financial Advisers Logo
Our website uses Cookies.

You can set your preferences here.

Find FCA registered Financial Advisers Near Me in Petersfield

Search Financial Advisers Logo

We have found 485 relevant financial adviser firms within 30 miles of Petersfield. Showing page 1 of 33.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 🏢

    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. 🪧21.2 Miles
    5. 📍Billingshurst
  3. 🏢

    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. 🪧28.3 Miles
    5. 📍London
  4. 🏢

    Simple Wealth Solutions

    FCA reg no.
    949781
    FCA authorised date:
    26/04/21
    I started work in the Finance industry over 30 years ago. Working in London for the largest Friendly Society in the World; Liverpool Victoria. I am the youngest of six siblings, married with three children of my own; so fully understand the importance of saving for the future and protecting your we... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧30.1 Miles
    3. 📍Thatcham
  5. 👤

    Rob Spendley

    Robertsons & Crawford Ltd
    FCA reg no.
    RSS01129
    FCA authorised date:
    03/05/17
    DipPFS Cert Financial Planning (SA) Cert CII(MP & ER) Certificate in Equity Release Director and Independent Financial Advisor Member of the Personal Finance Society & the Society of Mortgage Professionals
    1. ✔Min Pension Savings: £150,000
    2. ✔Min Assets: £500,000
    3. 🪧31 Miles
    4. 📍Reading
  6. 🏢

    Robertsons & Crawford LTD

    FCA reg no.
    771963
    FCA authorised date:
    03/05/17
    We are a small Directly Authorised firm of Independent Financial Advisers specialising in providing Pensions & Investment Advice.
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧31 Miles
    5. 📍Reading
  7. 🏢

    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. 🪧35.9 Miles
    5. 📍Claygate
  8. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧49.9 Miles
    3. 📍London
  9. 🏢

    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. 🪧50.3 Miles
    6. 📍 London
  10. 🏢

    Hubert Child Limited

    FCA reg no.
    592690
    FCA authorised date:
    11/02/13
    Hubert Child Limited is a seasoned financial firm in Petersfield, Hampshire, offering comprehensive financial solutions including insurance, investments, pensions and planning. Regulated by the FCA, they serve Greater Manchester with professional, tailored services.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍Petersfield
  11. 🏢

    Stiles & Company Financial Services (petersfield) Limited

    FCA reg no.
    942822
    FCA authorised date:
    01/06/21
    Star Wealth is a trusted financial advisory firm in Petersfield, specializing in pensions, retirement advice, and investment services. They offer tailored solutions to secure individuals' and families' financial future.
    1. ✔2 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Hampshire
  12. 🏢

    Rotherbrook Financial Planning Limited

    FCA reg no.
    958833
    FCA authorised date:
    22/09/21
    Rotherbrook Financial Planning Limited is a Petersfield-based firm offering comprehensive financial services, including life investments and pensions advice. They deliver tailored solutions to clients, fostering a financially secure future.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍Petersfield
  13. 🏢

    Duncan Financial Services LTD

    FCA reg no.
    759583
    FCA authorised date:
    30/09/16
    Duncan Financial Services Ltd in Petersfield, Hampshire provides reliable financial services, including life and investment management, pension advice, and holistic financial planning, delivering personalized client experiences. Regulated by the FCA (registration number 759583).
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Petersfield
  14. 🏢

    Jacqueline Robinson

    FCA reg no.
    609266
    FCA authorised date:
    17/10/24
    Based in Petersfield, Jacqueline Robinson is an FCA regulated wealth management firm. Renowned for insightful retirement advice, final salary pension transfers, and investment management, the firm provides tailored financial solutions with utmost professionalism.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Petersfield
  15. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  16. 🏢

    Hancock Financial Solutions LTD

    FCA reg no.
    620334
    FCA authorised date:
    10/06/15
    Hancock Financial Solutions Ltd is an FCA regulated, trusted financial services provider in Waterlooville, specialising in tailored financial advice and solutions, including investments, pensions, and life planning.
    1. ✔1 Financial Adviser
    2. 🪧7 Miles
    3. 📍Waterlooville
  17. 🏢

    De Mellow & Co LTD

    FCA reg no.
    994460
    FCA authorised date:
    04/04/23
    Based in Hampshire, De Mellow & Co Ltd is a FCA regulated financial firm offering bespoke planning services such as retirement, investment and pension advice, tailored to individual needs.
    1. ✔9 Financial Advisers
    2. 🪧7.1 Miles
    3. 📍Waterlooville
Page 1 of 33. Showing results 1 to 15.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback