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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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- ✔2 Financial Advisers
- ✔Min Pension Savings: £150,000
- ✔Min Assets: £250,000
- 🪧15.7 Miles
- 📍Billingshurst
- 🏢
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 Financial Adviser
- ✔Min Pension Savings: £300,000
- ✔Min Assets: £300,000
- 🪧19.3 Miles
- 📍London
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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 Financial Adviser
- ✔Min Pension Savings: £50,000
- ✔Min Assets: £50,000
- 🪧20.7 Miles
- 📍Claygate
- 👤
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- ✔Min Pension Savings: £150,000
- ✔Min Assets: £500,000
- 🪧22.2 Miles
- 📍Reading
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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.- ✔2 Financial Advisers
- ✔Min Pension Savings: £50,000
- ✔Min Assets: £50,000
- 🪧22.2 Miles
- 📍Reading
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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 Financial Adviser
- 🪧27.6 Miles
- 📍Thatcham
- ✔1 Financial Adviser
- 🪧34.6 Miles
- 📍London
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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- ✔50 Financial Advisers
- ✔5 Mortgage Brokers
- ✔Min Pension Savings: £200,000
- ✔Min Assets: £200,000
- 🪧35 Miles
- 📍 London
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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 Financial Adviser
- 🪧1.5 Miles
- 📍Farnham
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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 Financial Adviser
- 🪧2.9 Miles
- 📍Farnham
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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 Financial Adviser
- 🪧2.9 Miles
- 📍Farnham
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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 Financial Adviser
- 🪧3 Miles
- 📍Farnham
- 🏢
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 Financial Adviser
- 🪧3.3 Miles
- 📍Farnham
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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 Financial Adviser
- 🪧3.7 Miles
- 📍Godalming
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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 Financial Adviser
- 🪧3.9 Miles
- 📍Farnham
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