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Find FCA registered Financial Advisers Near Me in Pot Common GU8


We have found 840 relevant financial adviser firms within 30 miles of Pot Common GU8. Showing page 1 of 56.

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  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. 🪧15.7 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. 🪧19.3 Miles
    5. 📍London
  4. 🏢

    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. 🪧20.7 Miles
    5. 📍Claygate
  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. 🪧22.2 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. 🪧22.2 Miles
    5. 📍Reading
  7. 🏢

    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. 🪧27.6 Miles
    3. 📍Thatcham
  8. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧34.6 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. 🪧35 Miles
    6. 📍 London
  10. 🏢

    McLaren Wealth Management UK Limited

    FCA reg no.
    775263
    FCA authorised date:
    03/07/17
    McLaren Wealth Management, located in Farnham, Surrey, provides comprehensive financial services including life and investment planning, pensions retirement advice and strategic financial planning, with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Farnham
  11. 🏢

    Charles Dickson Financial Planning LLP

    FCA reg no.
    515015
    FCA authorised date:
    01/04/10
    Charles Dickson Financial Planning LLP, based in Farnham, Surrey, provides reliable, FCA-regulated financial planning and investment solutions. Known for their professional yet friendly approach, they help individuals realize their financial goals.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Farnham
  12. 🏢

    ENKINDLE FINANCIAL PLANNING LTD

    FCA reg no.
    1036724
    FCA authorised date:
    08/07/25
    Enkindle Financial Planning Ltd is a FCA-regulated firm in Farnham, Surrey specialising in life insurance, investment strategies, pension retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Farnham
  13. 🏢

    Jupp Castle Financial Services Limited

    FCA reg no.
    465681
    FCA authorised date:
    09/05/07
    Jupp Castle Financial Services provides trusted financial planning, life investments and pensions advice in Farnham, Surrey. Regulated by the FCA, we focus on personalized solutions to optimise clients' finances.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Farnham
  14. 🏢

    Philip Potter Wealth Management Limited

    FCA reg no.
    830156
    FCA authorised date:
    08/01/19
    Surrey-based Philip Potter Wealth Management Limited offers comprehensive financial services including life and investment planning. Regulated by the FCA, they provide tailored advice to clients in Camberley and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Farnham
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  16. 🏢

    Richard Conway

    FCA reg no.
    415105
    FCA authorised date:
    18/11/04
    Richard Conway is a renowned financial firm located in Surrey, known for expert guidance in life insurance, pensions, investments and comprehensive financial planning. They provide tailored solutions with regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Godalming
  17. 🏢

    MacKenzie Financial Management Limited

    FCA reg no.
    453850
    FCA authorised date:
    20/09/24
    Mackenzie Financial Management Limited is a Farnham, Surrey-based firm offering personalised financial planning and advice, specialising in life, investment planning, pensions and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Farnham
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