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Find FCA registered Financial Advisers Near Me in Putnoe MK41

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We have found 432 relevant financial adviser firms within 30 miles of Putnoe MK41. Showing page 1 of 29.

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  2. 🏢

    MDM Wealth LTD

    FCA reg no.
    823733
    FCA authorised date:
    03/06/19
    Helping successful families and individuals achieve financial freedom with award-winning, Chartered & Certified advice. MDM Wealth Ltd is a family-run financial planning firm, who specialise in retirement planning, wealth management, and investment strategies for affluent families, business owne... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £500,000
    3. ✔Min Assets: £500,000
    4. 🪧37.9 Miles
    5. 📍Rugby
  3. 👤

    Daniel Martin

    MDM Wealth Ltd
    FCA reg no.
    DXM03088
    FCA authorised date:
    03/06/19
    Certified Financial Planner Chartered Financial Planner BA (Hons) Finance and Investment
    1. ✔Min Pension Savings: £500,000
    2. ✔Min Assets: £500,000
    3. 🪧37.9 Miles
    4. 📍Rugby
  4. 👤

    Chervin Dell

    Intelligent Financial Advisory
    FCA reg no.
    CMD01104
    FCA authorised date:
    13/07/15
    I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry. Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation. I pride myself in giving a 5*... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧38.2 Miles
    4. 📍Lutterworth
  5. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧46.1 Miles
    3. 📍London
  6. 🏢

    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. 🪧46.4 Miles
    6. 📍 London
  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. 🪧55.3 Miles
    5. 📍London
  8. 🏢

    Happy Planet Financial Planning Limited

    FCA reg no.
    985764
    FCA authorised date:
    21/10/22
    Happy Planet Financial Planning Limited, regulated by the FCA, offers expert financial planning services in Bedfordshire. Specialities include life and investments advice, retirement planning, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Bedford
  9. 🏢

    Cambria Wealth Management LTD

    FCA reg no.
    827732
    FCA authorised date:
    27/06/21
    Cambria Wealth Management Ltd, based in Bedford, is a reputable firm specialising in tailored financial planning. They provide expert pension, retirement, and investment advice, making finances relatable and approachable for all clients.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Bedford
  10. 🏢

    Harpur Wealth Management Limited

    FCA reg no.
    738074
    FCA authorised date:
    01/08/16
    Harpur Wealth Management Limited, an FCA-regulated financial firm in Bedford, offers expert financial planning, investment strategies, and pension retirement advice, ensuring client's wealth is managed with care.
    1. ✔3 Financial Advisers
    2. 🪧1 Miles
    3. 📍Bedford
  11. 🏢

    MITCHELL PROCKTER (FINANCIAL SERVICES) LIMITED

    FCA reg no.
    121003
    FCA authorised date:
    01/12/01
    Based in Bedford, Mitchell Prockter (Financial Services) Limited is an FCA-regulated firm specializing in life and investment planning, pension advice, and holistic financial planning in the Bedfordshire region.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Bedford
  12. 🏢

    Jonathan Christopher Miller

    FCA reg no.
    582480
    FCA authorised date:
    21/01/15
    Jonathan Christopher Miller is a FCA-regulated financial advisory firm in Bedford, offering tailored financial advice and planning services including life investments and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Bedford
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  14. 🏢

    David Hill Wealth Management Limited

    FCA reg no.
    673817
    FCA authorised date:
    26/02/15
    David Hill Wealth Management Limited, based in Bedford, specialises in FCA-regulated financial services like life investments and pensions retirement advice. Known for personalised finance advice, they assist local families and beyond.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Bedford
  15. 🏢

    Mark Gibbons

    FCA reg no.
    171157
    FCA authorised date:
    07/08/15
    Mark Gibbons, an FCA-regulated firm, offers personalized financial planning and advice, specializing in life investments and pension retirement advice. Known for professional, transparent, and approachable service. Located in Oakley, near Bedford.
    1. ✔2 Financial Advisers
    2. 🪧3.2 Miles
    3. 📍Bedford
  16. 🏢

    McGirls Money Management LTD

    FCA reg no.
    211420
    FCA authorised date:
    31/05/05
    McGirls Money Management is a trusted, FCA-regulated financial advisory firm in Kempston, specialising in life investments, final salary pension transfers, and retirement advice tailored to individual needs.
    1. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧3.7 Miles
    4. 📍Kempston
  17. 🏢

    Clear Vision Financial Planning Limited

    FCA reg no.
    561927
    FCA authorised date:
    07/11/11
    Clear Vision Financial Planning Ltd., based in Bedfordshire, is a reputable, FCA-regulated firm known for expert financial advice. Offering services like retirement advice and meticulous financial planning, they are trusted for their tailored, client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Kempston
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