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Find FCA registered Financial Advisers Near Me in Roffey RH12

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We have found 958 relevant financial adviser firms within 30 miles of Roffey RH12. Showing page 1 of 64.

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  2. 🏢

    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
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £250,000
    4. 🪧7.9 Miles
    5. 📍Billingshurst
  3. 🏢

    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. 🪧19.6 Miles
    5. 📍Claygate
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧31.1 Miles
    3. 📍London
  5. 🏢

    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. 🪧31.2 Miles
    6. 📍 London
  6. 🏢

    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. 🪧36.6 Miles
    5. 📍London
  7. 👤

    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. 🪧48.4 Miles
    4. 📍London
  8. 🏢

    Bob Barnett Limited

    FCA reg no.
    585700
    FCA authorised date:
    29/11/12
    Based in Horsham, RB Financial is a regulated financial services firm. Specialized in life and investment strategies, pensions retirement advice, and extensive financial planning, they offer expert and personalised guidance.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Horsham
  9. 🏢

    Horsham Financial Services LTD

    FCA reg no.
    543545
    FCA authorised date:
    22/03/11
    Horsham Financial Services Ltd, a West Sussex-based firm offering comprehensive financial management. Specializing in investment planning, pension advice, and salary pension transfers, they merge local knowledge with global expertise.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Horsham
  10. 🏢

    Invictus Wealth Consultants Limited

    FCA reg no.
    607531
    FCA authorised date:
    19/09/13
    Invictus Wealth Consultants Limited, a top-tier financial advisory firm in Horsham, specializes in life investments, pension advice, and final salary pension transfers, providing reliable and personalized advice for diverse clients.
    1. ✔6 Financial Advisers
    2. 🪧0.7 Miles
    3. 📍Horsham
  11. 🏢

    Redwood Lifetime Partners Limited

    FCA reg no.
    793561
    FCA authorised date:
    28/02/25
    Redwood Financial, a respected Horsham-based firm, offers personalised financial advice, pensions retirement guidance, and comprehensive planning. Regulated by the FCA, they simplify complex issues for all investors.
    1. ✔3 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Horsham
  12. 🏢

    Kevin Gates

    FCA reg no.
    224806
    FCA authorised date:
    31/07/03
    Gates Financial Services is a regulated FCA member firm in Horsham, providing reliable financial advice on life, investments, pensions and retirement. Known for their approachable nature and personalized service.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Horsham
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  14. 🏢

    In Partnership Financial Advisers Limited

    FCA reg no.
    744728
    FCA authorised date:
    20/04/16
    FCA registered In Partnership Financial Advisers Limited is a respected firm in Horsham, West Sussex. Known for wealth management, investment consulting, pensions retirement advice, life insurance, they tailors services to meet clients' individual needs.
    1. ✔36 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Horsham
  15. 🏢

    The On-line Partnership Limited

    FCA reg no.
    192638
    FCA authorised date:
    01/12/01
    Regulated by the FCA, The On-Line Partnership Limited offers tailored financial services such as wealth management and pension advice from their Horsham office. Experts in final salary pension transfers, they deliver reliable, client-focused solutions.
    1. ✔3 Financial Advisers
    2. ✔97 Mortgage Brokers
    3. 🪧1.4 Miles
    4. 📍Horsham
  16. 🏢

    Money Matters (south East) Limited

    FCA reg no.
    400129
    FCA authorised date:
    19/01/24
    FCA registered Reeves Financial offers expert financial planning services from their West Sussex base, specializing in life investments, pensions, and holistic financial planning, with a strong reputation for integrity.
    1. ✔6 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Horsham
  17. 🏢

    Brian John Richardson

    FCA reg no.
    941604
    FCA authorised date:
    21/12/20
    Brian John Richardson, based in Horsham, West Sussex, offers client-centric financial services including insurance, investment, and pension guidance. Fully regulated by the FCA, they provide strategic and timeless financial advice.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Horsham
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