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Find FCA registered Financial Advisers Near Me in Swampton SP11

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We have found 453 relevant financial adviser firms within 30 miles of Swampton SP11. Showing page 1 of 31.

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  2. 🏢

    Simple Wealth Solutions

    FCA reg no.
    949781
    FCA authorised date:
    26/04/21
    I started work in the Finance industry over 30 years ago. Working in London for the largest Friendly Society in the World; Liverpool Victoria. I am the youngest of six siblings, married with three children of my own; so fully understand the importance of saving for the future and protecting your we... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧11.9 Miles
    3. 📍Thatcham
  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. 🪧22.6 Miles
    5. 📍London
  4. 👤

    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. 🪧23 Miles
    4. 📍Reading
  5. 🏢

    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. 🪧23 Miles
    5. 📍Reading
  6. 🏢

    Richard Pearce Wealth Management LTD

    FCA reg no.
    929218
    FCA authorised date:
    06/07/20
    Renowned Andover-based firm, Richard Pearce Wealth Management, offers regulated financial planning and advice, encompassing investments, retirement advice, pension transfers and life services, prioritizing client peace of mind. Firm is FCA-regulated.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Andover
  7. 🏢

    Holberg Limited

    FCA reg no.
    187259
    FCA authorised date:
    03/12/23
    Holberg Limited, an FCA-regulated firm in Andover, Hampshire, specialises in comprehensive financial planning, including life investments and retirement planning. They provide tailored services to individuals and businesses, guiding informed financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Andover
  8. 🏢

    Templegate Financial Planning LTD

    FCA reg no.
    216855
    FCA authorised date:
    10/09/12
    Templegate Financial Planning Ltd in Andover, Hampshire, offers personalised financial advice, including investment strategies and pension retirement advice, regulated by the FCA. They make finance accessible to all.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Andover
  9. 🏢

    Sunnymead Financial Planning LTD

    FCA reg no.
    951640
    FCA authorised date:
    24/05/21
    Sunnymead Financial Planning is a trusted, FCA-regulated firm in Hampshire, offering personalized financial solutions including life and investments, pensions, retirement advice, and more to clients in surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Andover
  10. 🏢

    Kingsmead Wealth LTD

    FCA reg no.
    783233
    FCA authorised date:
    03/07/17
    Vision IFP is a reliable, FCA-regulated financial planning firm in Andover, Hampshire. They offer expert advice on diverse financial matters and are known for their personalized solutions and client-centered approach.
    1. ✔1 Financial Adviser
    2. 🪧6.3 Miles
    3. 📍Andover
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  12. 🏢

    Caspar Hill

    FCA reg no.
    943073
    FCA authorised date:
    16/01/21
    Caspar Hill is a distinguished financial company in Hampshire, offering tailored, regulated financial advice. They specialise in pensions, investment strategies, and retirement planning, fostering financial growth and security for local families.
    1. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Amport
  13. 🏢

    Essential Wealth Management and Advice Limited

    FCA reg no.
    518528
    FCA authorised date:
    22/10/24
    Essential Wealth Management is a FCA regulated firm in West Woodhay specialising in tailored financial solutions, life investments, pension advice, and comprehensive financial planning. The team offers competent, compliant, personalised advice.
    1. ✔3 Financial Advisers
    2. 🪧8 Miles
    3. 📍Newbury
  14. 🏢

    Martyn Lloyd

    FCA reg no.
    608116
    FCA authorised date:
    03/10/13
    Martyn Lloyd is a reputable financial services firm in Andover, Hampshire, providing personalised financial planning solutions, including retirement advice and pension transfers, with a focus on individual needs. FCA registered (608116).
    1. ✔1 Financial Adviser
    2. 🪧8.3 Miles
    3. 📍Andover
  15. 🏢

    Fhoenix Estates Limited

    FCA reg no.
    428814
    FCA authorised date:
    19/04/05
    Fhoenix Financial Services, based in Andover, is a reliable provider of comprehensive financial solutions including life insurance, investments, and retirement advice. Regulated by FCA, they are recognised for their client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Andover
  16. 🏢

    CMD Independent Financial Advisers Limited

    FCA reg no.
    457661
    FCA authorised date:
    01/12/06
    CMD Independent Financial Advisers Limited is a trusted, FCA-regulated provider of financial planning services in Hampshire, specializing in life investments, pensions retirement advice and overall financial management.
    1. ✔2 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Andover
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  18. 🏢

    CSM Financial Solutions Limited

    FCA reg no.
    942693
    FCA authorised date:
    05/08/21
    Based in Inkpen, Berkshire, CSM Financial Solutions Limited is a FCA-regulated financial services firm specializing in investment planning, retirement advice, and comprehensive financial planning. They offer professional guidance for first-time investors and retirees.
    1. ✔1 Financial Adviser
    2. 🪧9 Miles
    3. 📍Berkshire
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