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 Preston HA9

Search Financial Advisers Logo

We have found 2088 relevant financial adviser firms within 30 miles of Preston HA9. Showing page 1 of 140.

📍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. 🏢

    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. 🪧7.5 Miles
    5. 📍London
  3. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍London
  4. 🏢

    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. 🪧9 Miles
    6. 📍 London
  5. 🏢

    Consilium Financial Management

    FCA reg no.
    616512
    FCA authorised date:
    28/02/14
    Established in 2014, Consilium Financial Management is a financial advisory firm offering expert advice across the full spectrum of financial planning matters, including Inheritance Tax, savings and investments, pensions, protection, retirement and later-life planning.  The company’s founder, ... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. 🪧10 Miles
    4. 📍London
  6. 🏢

    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. 🪧14.6 Miles
    5. 📍Claygate
  7. 🏢

    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. 🪧29.9 Miles
    5. 📍London
  8. 👤

    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. 🪧30.2 Miles
    4. 📍Reading
  9. 🏢

    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. 🪧30.2 Miles
    5. 📍Reading
  10. 👤

    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. 🪧31 Miles
    4. 📍London
  11. 🏢

    Oakwood Financial Planning LTD

    FCA reg no.
    1006854
    FCA authorised date:
    16/12/23
    Oakwood Financial Planning Ltd is a FCA-regulated firm in Wembley, Greater London, offering comprehensive financial planning services with a focus on integrity and client needs.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Wembley
  12. 🏢

    Bhavik Shah IFA

    FCA reg no.
    223337
    FCA authorised date:
    12/06/03
    Regulated by the FCA, Bhavik Shah IFA offers expert financial services in life and investment planning, retirement advice, and comprehensive financial planning, tailored to individual needs, across Greater London.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Wembley
  13. 🏢

    Prashant Punater

    FCA reg no.
    200735
    FCA authorised date:
    15/09/21
    Prashant Punater, a renowned financial planning firm in Wembley, London, offers exceptional FCA regulated services including tailored advice on life, investments, and pension retirement. Successfully guides clients with final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Wembley
  14. 🏢

    Harish Haria

    FCA reg no.
    802898
    FCA authorised date:
    27/02/18
    FCA-regulated Harish Haria in Greater London provides expert financial planning services and advice, specializing in final salary pension transfers. Known for their personalised approach, transparency, and adherence to strict industry standards.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Harrow
  15. 🏢

    M & M Financial Services LTD

    FCA reg no.
    431048
    FCA authorised date:
    09/06/05
    M&M Financial Services Ltd, based in Greater London, provides personalised financial advice, including life and investments, retirement planning, and pensions, with a client-focused and ethical approach.
    1. ✔5 Financial Advisers
    2. ✔6 Mortgage Brokers
    3. 🪧1.3 Miles
    4. 📍Harrow
  16. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  17. 🏢

    Affinity Group Financial Services Limited

    FCA reg no.
    949987
    FCA authorised date:
    26/07/21
    Affinity Group Financial Services Limited is a trustworthy, FCA-regulated firm in Wembley, Greater London, providing expert advice on life insurance, investments, pensions, retirement planning and financial planning.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.5 Miles
    4. 📍Wembley
Page 1 of 140. 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