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Find FCA registered Financial Advisers Near Me in SM7 1


We have found 2087 relevant financial adviser firms within 30 miles of SM7 1. Showing page 2 of 140.

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  2. 🏢

    FSWM Limited

    FCA reg no.
    1008154
    FCA authorised date:
    19/01/24
    FSWM Ltd is a Surrey-based financial services provider specialising in financial planning including life and investment options, pension advice, and final salary pension transfers. They deliver tailored, FCA-regulated solutions for both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Epsom
  3. 🏢

    McLeod Wealth Management Limited

    FCA reg no.
    739536
    FCA authorised date:
    08/03/16
    McLeod Wealth Management Limited in Banstead, Surrey, provides expert financial planning and investment strategies, including pension advice. Known for professionalism, the FCA-regulated firm helps clients make informed decisions about their future.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Banstead
  4. 🏢

    Monro Financial Management LTD

    FCA reg no.
    657358
    FCA authorised date:
    03/12/14
    Monro Financial Management Ltd, based in Surrey, provides comprehensive financial planning including wealth management and pension transfers. Known for personalized service and strong client relationships, they are FCA regulated.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Epsom
  5. 🏢

    CLEAR FINANCIAL ADVICE LIMITED

    FCA reg no.
    462810
    FCA authorised date:
    01/02/07
    Clear Financial Advice Limited, based in Banstead, Surrey, offers comprehensive financial planning and regulated advice, specialising in insurance, investments, pensions, retirement advice, and financial planning.
    1. ✔6 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Banstead
  6. 🏢

    SJ Financial Advice LTD

    FCA reg no.
    650923
    FCA authorised date:
    01/05/15
    SJ Financial Advice Ltd., based in Surrey, offers trusted financial planning, investment advice, and retirement strategies, prioritizing client success with personalized services in the Greater Epsom area and beyond.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.7 Miles
    4. 📍Epsom
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  8. 🏢

    Rogan Phillips Wealth Advisory Limited

    FCA reg no.
    1039851
    FCA authorised date:
    20/08/25
    Rogan Phillips Wealth Advisory Limited is a seasoned financial planning firm in Epsom, Surrey. They specialize in life insurance, investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Epsom
  9. 🏢

    KG Associates LTD

    FCA reg no.
    402769
    FCA authorised date:
    12/08/04
    KG Associates Ltd is a FCA-regulated firm in Surrey, offering comprehensive financial services including sustainable investments, insurance, and bespoke pension strategies, with speciality in final salary pension transfers.
    1. ✔4 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Epsom
  10. 🏢

    Tavistock Insurance Services Limited

    FCA reg no.
    136169
    FCA authorised date:
    01/12/01
    Tavistock Insurance Services Limited is a FCA-regulated financial planning and advice firm based in Ewell, Surrey. Offering life insurance, investments, pensions, retirement advice, and financial planning.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧1.8 Miles
    4. 📍Ewell
  11. 🏢

    Dominic Montague

    FCA reg no.
    575686
    FCA authorised date:
    21/02/12
    FCA-regulated Dominic Montague in Epsom, Surrey, offers comprehensive financial services including insurance, investments, and pension advice, specialising in tailored financial planning solutions for local families and first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Epsom
  12. 🏢

    Janes Wealth Planning LTD

    FCA reg no.
    1018800
    FCA authorised date:
    13/09/24
    M&G plc is a reputable financial firm in Surrey, specialising in tailored life investments, pensions retirement advice and financial planning, effectively catering to clients aiming for a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Epsom
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  14. 🏢

    Corporate Financial Resources LLP

    FCA reg no.
    942580
    FCA authorised date:
    04/05/21
    Corporate Financial Resources LLP is a reputable FCA-registered firm in Epsom, Surrey, specialising in life investments, retirement planning and comprehensive financial planning, serving Greater London and surrounding areas.
    1. ✔2 Financial Advisers
    2. 🪧2 Miles
    3. 📍Epsom
  15. 🏢

    Ferguson Wealth Management Limited

    FCA reg no.
    606773
    FCA authorised date:
    02/01/14
    Ferguson Wealth Management Limited, a FCA-regulated firm based in Epsom, offers expert financial planning and retirement advice tailored to individual needs with high integrity and transparency.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Epsom
  16. 🏢

    James Murray Associates Limited

    FCA reg no.
    458363
    FCA authorised date:
    31/08/07
    James Murray Associates Limited in Cheam, London is a trusted, FCA-regulated financial firm providing strategic planning for life investments, pensions, and retirement to local clients.
    1. ✔4 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Cheam
  17. 🏢

    JB Wealth Management Limited

    FCA reg no.
    118513
    FCA authorised date:
    01/12/01
    Located in Sutton, Greater London, JB Wealth Management Limited provides comprehensive financial planning services, including life insurance, retirement plans, investments, and pension advice. Trusted for reliable, personalised guidance and regulated by the FCA.
    1. ✔3 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Sutton
  18. 🏢

    Big Picture Wealth Planning LTD

    FCA reg no.
    992292
    FCA authorised date:
    23/02/23
    Big Picture Wealth Planning Ltd, an expert financial planning firm in Epsom, Surrey, offers comprehensive services including life investments and pension transfers, helping clients achieve long-term financial goals.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Epsom
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