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Find FCA registered Financial Advisers Near Me in Potters Bar


We have found 1957 relevant financial adviser firms within 30 miles of Potters Bar. Showing page 1 of 131.

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  2. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍London
  3. 🏢

    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. 🪧13 Miles
    6. 📍 London
  4. 🏢

    Ewart & Bridgeman Advisers

    FCA reg no.
    439695
    FCA authorised date:
    20/09/05
    Ewart & Bridgeman Advisers is a successful and long-established Senior Partner Practice of St. James's Place. We serve the financial needs of individuals, attorneys, trustees, business owners and families throughout the UK. Peter Ewart was invited to join St. James's Place (formerly J. Rothschi... read full company profile
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £100,000
    3. ✔Min Assets: £200,000
    4. 🪧13.6 Miles
    5. 📍London
  5. 🏢

    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. 🪧23.9 Miles
    5. 📍Claygate
  6. 👤

    David Robertson

    Robertson’s Wealth Management Ltd
    FCA reg no.
    DPR01100
    FCA authorised date:
    13/11/25
    1. ✔Min Pension Savings: £100,000
    2. ✔Min Assets: £100,000
    3. 🪧26.8 Miles
    4. 📍London
  7. 🏢

    Fairview Financial Management LTD

    FCA reg no.
    976151
    FCA authorised date:
    20/05/22
    5* Rated Independent Financial Advisers in Rayleigh, Essex. We provide straight-talking, no-nonsense, independent financial advice, wealth management and financial planning. This includes expert, unbiased advice on; investments, pensions, inheritance tax planning, mortgages and protection i... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧35.1 Miles
    3. 📍Rayleigh
  8. 🏢

    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. 🪧37.8 Miles
    5. 📍London
  9. 🏢

    Paul Gregor

    FCA reg no.
    231006
    FCA authorised date:
    13/01/11
    Paul Gregor is a professional and approachable financial services firm in Potters Bar, Hertfordshire, offering comprehensive financial planning, including investment and retirement advice. Regulated by FCA and trusted for client-focused expertise.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Potters Bar
  10. 🏢

    BROOKMANS & BERKELEY WEALTH LTD.

    FCA reg no.
    751572
    FCA authorised date:
    17/10/16
    Brookmans & Berkeley Wealth Ltd is a leading FCA-regulated financial services company specializing in insurance, investments, and pension advising. Known for their expertise in final salary pension transfers, they offer personalized financial planning services for all.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Potters Bar
  11. 🏢

    Bond Financial Limited

    FCA reg no.
    400119
    FCA authorised date:
    07/07/04
    Bond Financial Limited is a trusted Hertfordshire-based financial consulting firm, specialising in comprehensive financial planning, life investments and pensions retirement advice, committed to upholding professionalism and integrity.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.7 Miles
    4. 📍Potters Bar
  12. 🏢

    Maria Zecca Financial Planning Limited

    FCA reg no.
    939022
    FCA authorised date:
    20/11/20
    Maria Zecca Financial Planning Ltd offers trusted, personalised financial services, including life, investments, and pensions advice, to individuals and families in the Greater London area. Based in Potters Bar, Hertfordshire, the firm is FCA regulated.
    1. ✔2 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Potters Bar
  13. 🏢

    AFFINITY INDEPENDENT FINANCIAL SOLUTIONS LTD

    FCA reg no.
    719403
    FCA authorised date:
    21/03/16
    Affinity Independent Financial Solutions is a FCA-regulated firm in Potters Bar, Hertfordshire. They provide comprehensive, tailored financial planning and retirement solutions.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Potters Bar
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  15. 🏢

    Vinit Mehta Wealth Management LTD

    FCA reg no.
    588240
    FCA authorised date:
    14/09/12
    Vinit Mehta Wealth Management, a Barnet-based firm, offers regulated financial services across insurance, investments, retirement planning, and financial planning. They provide personalized, sustainable wealth management solutions. FCA registration number 588240.
    1. ✔2 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍Barnet
  16. 🏢

    Askaig Newington LTD

    FCA reg no.
    923678
    FCA authorised date:
    31/03/20
    Askaig Newington Ltd, a regulated firm in Hertfordshire, specialises in tailored financial planning and advice, offering reliable services in insurance, investments, pensions, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Barnet
  17. 🏢

    Naomi Haynes

    FCA reg no.
    921000
    FCA authorised date:
    11/02/20
    Hertfordshire-based Naomi Haynes is an FCA-regulated company offering reliable financial advice and planning in areas like investments, pensions, and retirement. They provide personalised services with integrity and professionalism.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Hatfield
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