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Find FCA registered Financial Advisers Near Me in Summersdale PO19

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We have found 390 relevant financial adviser firms within 30 miles of Summersdale PO19. Showing page 1 of 26.

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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. 🪧18.1 Miles
    5. 📍Billingshurst
  3. 🏢

    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. 🪧39.1 Miles
    5. 📍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. 🪧39.7 Miles
    5. 📍Claygate
  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. 🪧53.8 Miles
    6. 📍 London
  6. 🏢

    Sally Austin

    FCA reg no.
    994443
    FCA authorised date:
    04/04/23
    Based in Lavant, Sally Austin is a trusted, FCA-regulated financial firm. Offering comprehensive financial planning solutions, it specializes in life and investment planning, pensions advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Chichester
  7. 🏢

    Adam Smith

    FCA reg no.
    950972
    FCA authorised date:
    13/05/21
    Chichester-based firm Adam Smith offers expert life insurance services, pension retirement advice, and tailored financial planning. They are FCA-regulated and known for their trustworthy, approachable service.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Chichester
  8. 🏢

    MARCHWOOD IFA LIMITED

    FCA reg no.
    500709
    FCA authorised date:
    08/07/09
    Marchwood IFA Limited is a FCA-regulated financial planning firm based in West Sussex, offering specialised services like retirement advice with an approachable, personalised style.
    1. ✔2 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧1.2 Miles
    4. 📍Chichester
  9. 🏢

    Versed Financial Limited

    FCA reg no.
    1018986
    FCA authorised date:
    23/09/24
    Versed Financial Limited, an FCA-regulated firm in Chichester, provides expert advice on life investments, pensions, retirement planning, and final salary pension transfers. They offer personalised financial solutions to diverse clients.
    1. ✔2 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Chichester
  10. 🏢

    AI Wealth Management LLP

    FCA reg no.
    567183
    FCA authorised date:
    21/10/11
    AI Wealth Management LLP is a FCA regulated firm in West Sussex, offering comprehensive financial planning, life and investment advice, and expert pension guidance to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
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  12. 🏢

    CPN Private Wealth

    FCA reg no.
    979410
    FCA authorised date:
    20/07/22
    Regulated FCA firm (#979410), CPN Group, offers individualized financial services including wealth management, pension advice and more in West Sussex, known for their reliability and expertise.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Chichester
  13. 🏢

    CPN Financial Services Limited

    FCA reg no.
    731205
    FCA authorised date:
    07/01/16
    CPN Financial Services Limited is an FCA regulated firm in Chichester, West Sussex, specializing in wealth management, investment strategies, and retirement advice. They focus on tailored, client-focused financial solutions.
    1. ✔8 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Chichester
  14. 🏢

    CPN Investment Management LLP

    FCA reg no.
    579506
    FCA authorised date:
    20/11/12
    CPN Investment Management LLP, a FCA-regulated firm in West Sussex, offers tailored financial planning and wealth management services including investments, pensions, retirement advice, and life insurance.
    1. ✔5 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.5 Miles
    4. 📍Chichester
  15. 🏢

    Acumensa Limited

    FCA reg no.
    487416
    FCA authorised date:
    01/12/08
    Acumensa Limited, based in Chichester, West Sussex, is a FCA-regulated financial advisory firm offering life and investment management, pensions advice, and meticulous financial planning to individuals and businesses.
    1. ✔4 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Chichester
  16. 🏢

    Peter Greenwood

    FCA reg no.
    577116
    FCA authorised date:
    13/03/12
    Peter Greenwood is a Chichester, West Sussex-based trusted financial services firm specialising in life and investment services, pensions, retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍Chichester
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  18. 🏢

    MJB (partnership) Limited

    FCA reg no.
    117931
    FCA authorised date:
    04/10/10
    MJB Partnership offers top-tier, regulated financial planning services in West Sussex. Specializing in life, investments, and pensions, they provide trustworthy, customer-focused advice to individuals across surrounding counties.
    1. ✔5 Financial Advisers
    2. 🪧2 Miles
    3. 📍Chichester
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