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Find FCA registered Financial Advisers Near Me in Sumners CM19


We have found 1810 relevant financial adviser firms within 30 miles of Sumners CM19. Showing page 1 of 121.

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  2. 👤

    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. 🪧17.6 Miles
    4. 📍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. 🪧18.1 Miles
    6. 📍 London
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧18.4 Miles
    3. 📍London
  5. 🏢

    Fairview Financial Management LTD

    FCA reg no.
    976151
    FCA authorised date:
    20/05/22
    5* Rated Independent Financial Advisers in Rayleigh, Essex. We provide straight-talking, no-nonsense, independent financial advice, wealth management and financial planning. This includes expert, unbiased advice on; investments, pensions, inheritance tax planning, mortgages and protection i... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧25.8 Miles
    3. 📍Rayleigh
  6. 🏢

    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. 🪧32.2 Miles
    5. 📍Claygate
  7. 🏢

    Blue Moon Wealth LTD

    FCA reg no.
    1033012
    FCA authorised date:
    19/05/25
    Blue Moon Wealth Ltd is a London-based, FCA-regulated firm offering diverse financial services. Specialising in insurance, investments and pensions, they're known for tailored advice on pension transfers and comprehensive planning.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Harlow
  8. 🏢

    Deen Financial Solutions LTD

    FCA reg no.
    830759
    FCA authorised date:
    20/02/19
    Deen Financial Solutions Ltd, a reputable FCA-regulated firm, provides comprehensive financial planning services including advice on life and investment services, pensions, and retirement planning, catering to both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Hoddesdon
  9. 🏢

    Confident Finance LTD

    FCA reg no.
    842208
    FCA authorised date:
    16/05/19
    Vanessa Deenmahamad is a renowned financial services firm in Hoddesdon, Hertfordshire offering personalised financial advice, life and investment solutions, final salary pension transfers, and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Hoddesdon
  10. 🏢

    Scott and Casey Financial Management Limited

    FCA reg no.
    213848
    FCA authorised date:
    07/11/02
    FCA regulated Scott and Casey Financial Management Limited offers personalized financial planning, including life insurance, investment strategies, and retirement advice, serving clients in and around Harlow, Essex.
    1. ✔5 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧3.3 Miles
    4. 📍Harlow
  11. 🏢

    Katie Campbell

    FCA reg no.
    1009239
    FCA authorised date:
    24/02/24
    Katie Campbell, a reputable financial planning firm based in Hoddesdon, Hertfordshire, offers reliable, FCA-regulated advice specialising in life investments, pensions, retirement, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Hoddesdon
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  13. 🏢

    Q Wealth LTD

    FCA reg no.
    1020318
    FCA authorised date:
    04/11/24
    Q Wealth Ltd in Newhall, Essex is a trusted provider of top-tier financial planning and regulated advice, specializing in life, investments, and pension retirement services. Offers tailored, customer-focused financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Harlow
  14. 🏢

    W.b.BAXTER LIMITED

    FCA reg no.
    146480
    FCA authorised date:
    01/12/01
    W.B. Baxter Limited is an esteemed financial firm in Epping, Essex, offering strategic financial planning, regulated advice, and services like investments and pensions to local professionals and families.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Epping
  15. 🏢

    Daniel Green Wealth Management Limited

    FCA reg no.
    665072
    FCA authorised date:
    14/01/15
    Daniel Green Wealth Management Limited in Harlow, Essex, is an FCA-regulated financial institution providing diverse services like investment solutions, pension advice, and overall financial planning, focusing on personalized, client-centric advice.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍Harlow
  16. 🏢

    The Phil Jenkin Partnership

    FCA reg no.
    451205
    FCA authorised date:
    25/04/06
    The Phil Jenkin Partnership is a dedicated financial advisory firm in Epping, Essex, offering expert advice on life investments, pensions, and broader financial planning. FCA-regulated and client-focused.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍Epping
  17. 🏢

    Rhys Roberts Financial Planning Limited

    FCA reg no.
    1024680
    FCA authorised date:
    24/01/25
    M&G plc, based in Hertfordshire, offers reliable financial planning solutions ranging from life insurance to retirement advice. Known for their customer-centric approach, they're ideal for both novice and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Sawbridgeworth
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