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Find FCA registered Financial Advisers Near Me in Smug Oak AL2

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We have found 1997 relevant financial adviser firms within 30 miles of Smug Oak AL2. Showing page 1 of 134.

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  2. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧16.6 Miles
    3. 📍London
  3. 🏢

    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. 🪧17 Miles
    6. 📍 London
  4. 🏢

    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. 🪧24 Miles
    5. 📍Claygate
  5. 👤

    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. 🪧31.9 Miles
    4. 📍Reading
  6. 🏢

    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. 🪧31.9 Miles
    5. 📍Reading
  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. 🪧32.4 Miles
    5. 📍London
  8. 👤

    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. 🪧33.8 Miles
    4. 📍London
  9. 👤

    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. 🪧63.4 Miles
    4. 📍Lutterworth
  10. 🏢

    JDB Life LTD

    FCA reg no.
    605775
    FCA authorised date:
    21/11/13
    JDB Life Ltd, an FCA-regulated financial firm based in St Albans, provides expert advice on life, investments, and pensions retirement planning throughout Hertfordshire and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍St Albans
  11. 🏢

    SWFS LTD

    FCA reg no.
    417405
    FCA authorised date:
    22/04/21
    SWFS Ltd, based in Watford, offers trusted financial services including life investments and pension advice. Their experienced team provides personalised, secure solutions, regulated by the FCA (No. 417405).
    1. ✔3 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Watford
  12. 🏢

    LONSDALE SERVICES LIMITED

    FCA reg no.
    225488
    FCA authorised date:
    16/09/03
    Lonsdale Services Ltd., a leading Hertfordshire firm, provides expert financial planning services including life and investment strategies, pensions retirement planning, and final salary pension transfers, tailored to individual needs.
    1. ✔19 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧1.4 Miles
    4. 📍St. Albans
  13. 🏢

    Riverbourne Financial Solutions LTD

    FCA reg no.
    538203
    FCA authorised date:
    23/07/21
    Riverbourne Financial Solutions Ltd, based in Watford, Hertfordshire, offers FCA-regulated, bespoke financial advice, specializing in pensions retirement and final salary pension transfers, also covering life investments and other aspects of financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Watford
  14. 🏢

    Priya Basson

    FCA reg no.
    1040076
    FCA authorised date:
    09/08/25
    Priya Basson, regulated by the FCA, offers top-tier financial planning and advice in Radlett, Hertfordshire. Specialising in life investments and pensions retirement advice, we prioritize our clients' financial needs and future security.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Radlett
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  16. 🏢

    Yonatan Tsur

    FCA reg no.
    1022064
    FCA authorised date:
    18/12/24
    M&G plc, located in Watford and FCA registered, offers reliable financial planning services, specializing in life insurance, pensions, and investments. They provide strategic guidance tailored to individual needs for a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Watford
  17. 🏢

    Optimal Wealth Management LTD

    FCA reg no.
    938427
    FCA authorised date:
    13/11/20
    Optimal Wealth Management LTD, based in Radlett, Hertfordshire, is a reputable financial planning firm offering comprehensive services from life insurance to retirement advice, specialising in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Radlett
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