Find FCA registered Financial Advisers Near Me in Putnoe MK41
We have found 432 relevant financial adviser firms within 30 miles of Putnoe MK41. Showing page 4 of 29.
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Boosst Limited
- FCA reg no.
- 791683
- FCA authorised date:
- 03/04/18
boosst is an award-winning, employee-owned financial planning firm based at Church View in Hulcote, Bedfordshire. In 2024, our founders transferred 100% of the company's shares into an Employee Ownership Trust, meaning boosst is owned entirely by the people who work in it - not by a parent company... read full company profile.- ✔4 Financial Advisers
- 🪧10.4 Miles
- 📍Milton Keynes
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Beacon Wealth Management Limited
- FCA reg no.
- 526604
- FCA authorised date:
- 01/10/10
Beacon Wealth Management Limited, based in Kimbolton, Cambridgeshire, is a FCA-registered firm specializing in personalized financial planning, wealth management and insurance services. Their approachable style simplifies financial understanding for everyone.- ✔5 Financial Advisers
- ✔1 Mortgage Broker
- 🪧10.5 Miles
- 📍Kimbolton
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Lewis Christopher Limited
- FCA reg no.
- 431767
- FCA authorised date:
- 06/06/05
Lewis Christopher is a family-run financial planning and mortgage firm based at Moulsoe Business Centre, just off junction 14 of the M1 near Milton Keynes. The firm was set up by Geoff Cardno in 2001. Today the team includes two financial advisers and two mortgage advisers, supported by our own admi... read full company profile.- ✔2 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧10.5 Miles
- 📍Newport Pagnell
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Sammyco Limited
- FCA reg no.
- 1017376
- FCA authorised date:
- 15/08/24
SammyCo Limited is an FCA-regulated firm in Sandy, Cambridgeshire, offering a wide array of financial services, from retirement advice to pension transfers, serving clients across the region with professional, tailored advice.- ✔1 Financial Adviser
- 🪧10.6 Miles
- 📍Sandy
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CFS Wealth Planning Limited
- FCA reg no.
- 911510
- FCA authorised date:
- 22/07/19
CFS Wealth Planning Limited is an FCA regulated firm offering bespoke financial advice in Buckinghamshire. Specializing in life investments, final salary pension transfers, and financial planning, the team provides reliable services for individual investors and families.- ✔4 Financial Advisers
- 🪧10.7 Miles
- 📍Olney
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Stefanie Price
- FCA reg no.
- 606594
- FCA authorised date:
- 30/08/13
Stefanie Price is a trusted Buckinghamshire-based financial firm, offering expert, regulated advice on life investments, pension planning and financial planning. Known for their client-focused approach, they guide individuals towards a prosperous financial future.- ✔2 Financial Advisers
- 🪧10.7 Miles
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Jane Smith Financial Planning Limited
- FCA reg no.
- 212859
- FCA authorised date:
- 23/08/02
Jane Smith Financial Planning, regulated by the FCA, offers tailored financial solutions specialising in life insurance, investments, pensions and retirement advice in Buckinghamshire.- ✔1 Financial Adviser
- 🪧10.8 Miles
- 📍Olney
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Twigden Asset Management Limited
- FCA reg no.
- 223678
- FCA authorised date:
- 02/05/03
Twigden Asset Management Limited, registered under FCA number 223678, is a Buckinghamshire-based financial planning firm specializing in life investments, pension retirement plans, and final salary pension transfers.- ✔3 Financial Advisers
- 🪧10.8 Miles
- 📍Olney
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Specialist Trust Solutions LLP
- FCA reg no.
- 401684
- FCA authorised date:
- 29/06/04
Specialist Trust Solutions LLP, an FCA-regulated firm in Bedfordshire, provides tailored financial services including life insurance, investments, and pension advice. Known for their approachable and trustworthy service.- ✔3 Financial Advisers
- 🪧11.1 Miles
- 📍Hitchin
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GMT Financial Solutions Limited
- FCA reg no.
- 457963
- FCA authorised date:
- 01/12/06
GMT Financial Solutions is a trusted advisory firm in Bedfordshire, offering specialized funeral plans, life investments, and retirement advice with a client-centric approach. Registered under FCA number 457963.- ✔2 Financial Advisers
- 🪧11.1 Miles
- 📍Hitchin
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Secure Financial Planning LTD
- FCA reg no.
- 1021074
- FCA authorised date:
- 29/10/24
Secure Financial Planning Ltd, an FCA-regulated firm in Newport Pagnell, offers expert financial planning services including life and investment advice, retirement guidance, and pension transfers.- ✔2 Financial Advisers
- 🪧11.9 Miles
- 📍Newport Pagnell
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Whelan Wealth Management LTD
- FCA reg no.
- 956938
- FCA authorised date:
- 15/08/21
Whelan Wealth Management Ltd, an esteemed financial advisory firm located in Hitchin, Bedfordshire, provides expert financial services including life investments and pensions retirement advice, catering to individual needs with a client-focused approach.- ✔1 Financial Adviser
- 🪧11.9 Miles
- 📍Hitchin
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The Wealth Strategist Limited
- FCA reg no.
- 977227
- FCA authorised date:
- 10/06/22
Magpie Wealth Limited, based in Bedfordshire, is a renowned financial services provider specialising in life and investments, pension planning, and overall financial planning, serving a wide clientele with tailored strategies.- ✔1 Financial Adviser
- 🪧12 Miles
- 📍Bedford
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John Clements
- FCA reg no.
- 608733
- FCA authorised date:
- 14/10/13
John Clements, based in Newport Pagnell, provides clear, client-focused financial planning services, including investment advice, retirement planning and pension transfers, under FCA regulation 608733.- ✔3 Financial Advisers
- 🪧12.4 Miles
- 📍Newport Pagnell
- ✔4 Financial Advisers
- 🪧12.4 Miles
- 📍Sandy
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