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Find FCA registered Financial Advisers Near Me in Stonebridge MK13

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We have found 429 relevant financial adviser firms within 30 miles of Stonebridge MK13. 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. 🪧30 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. 🪧30 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. 🪧32.2 Miles
    4. 📍Lutterworth
  5. 🏢

    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. 🪧45.5 Miles
    5. 📍London
  6. 🏢

    Blakebrooke Financial Advice LTD

    FCA reg no.
    932163
    FCA authorised date:
    17/08/20
    We Specialise in providing high quality advice on many aspects of wealth management, working with you yo help you acheive your financial goals.
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £20,000
    4. 🪧46.8 Miles
    5. 📍Nottingham
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧47.9 Miles
    3. 📍London
  8. 🏢

    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. 🪧48.3 Miles
    6. 📍 London
  9. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧63 Miles
    4. 📍Hilton
  10. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧63 Miles
    5. 📍Hilton
  11. 🏢

    Ad Valorem Wealth Management Services Limited

    FCA reg no.
    1040510
    FCA authorised date:
    06/09/25
    FCA registered financial firm Ad Valorem, based in Milton Keynes, offers personalised advice on investments, pensions and comprehensive financial planning. Specialising in final pension transfers, they prioritise a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Milton Keynes
  12. 🏢

    Odyssey Wealth Management LTD

    FCA reg no.
    610640
    FCA authorised date:
    21/11/13
    Odyssey Wealth Management Ltd, located in Milton Keynes, offers comprehensive financial services such as investments, life insurance, and personalised retirement advice. They provide robust financial planning tailored to each client's needs.
    1. ✔3 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Milton Keynes
  13. 🏢

    Jules Murphy Financial Planning LTD

    FCA reg no.
    916055
    FCA authorised date:
    31/10/19
    FCA-regulated Jules Murphy Financial Planning Ltd provides expert financial advice in Milton Keynes and Buckinghamshire. Services include life investments, pensions retirement advice, and final salary pension transfers. Known for their client-focused approach and local insights.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Milton Keynes
  14. 🏢

    Collective Financial Planning Limited

    FCA reg no.
    576147
    FCA authorised date:
    28/02/12
    Collective Financial Planning Ltd is a Milton Keynes-based firm offering client-focused financial services, including life investments, pensions advice and pension transfers. Registered with the FCA, it serves Buckinghamshire and surrounding areas.
    1. ✔8 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Milton Keynes
  15. 🏢

    C & M McClory & Co Limited

    FCA reg no.
    201653
    FCA authorised date:
    31/05/05
    C & M McClory & Co Ltd., based in Milton Keynes, is a reliable FCA registered firm (No. 201653) offering a range of financial services including insurance, investments and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Milton Keynes
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  17. 🏢

    Chrystie Savage Limited

    FCA reg no.
    564580
    FCA authorised date:
    15/09/11
    Chrystie Savage Limited, based in Stony Stratford, Buckinghamshire, provides tailored financial services, specialising in life and investment management, pensions, retirement planning and broad financial planning, ensuring regulated and trustworthy advice.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
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