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Find FCA registered Financial Advisers Near Me in Swindon GL51

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We have found 359 relevant financial adviser firms within 30 miles of Swindon GL51. Showing page 1 of 24.

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  2. 🏢

    The Family Wealth Partnership

    FCA reg no.
    473815
    FCA authorised date:
    08/12/23
    We believe that everyone deserves a long, happy and fulfilling retirement. Our mission is to help you achieve this by providing tax-efficient pension planning solutions that enable you to tick off your bucket list and spend time with your family and loved ones.    We are financial planning experts... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Assets: £250,000
    3. 🪧16 Miles
    4. 📍Ledbury
  3. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧16.7 Miles
    3. 📍Cirencester
  4. 🏢

    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. 🪧43.4 Miles
    5. 📍Nottingham
  5. 🏢

    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. 🪧48.9 Miles
    5. 📍Rugby
  6. 👤

    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. 🪧48.9 Miles
    4. 📍Rugby
  7. 🏢

    Spencer Holliday

    FCA reg no.
    1004933
    FCA authorised date:
    17/11/23
    Spencer Holliday, an FCA-regulated firm in Cheltenham, offers comprehensive financial planning services, specializing in insurance, investments, and pensions. Noted for their personalized, client-centric approach, they ensure reliable financial advice.
    1. ✔3 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍Cheltenham
  8. 🏢

    AWB FINANCIAL LTD

    FCA reg no.
    1039961
    FCA authorised date:
    01/10/25
    AWB Financial LTD, located in Cheltenham, is a FCA regulated company specialising in comprehensive financial planning, including life investments and pensions retirement advice. Their tailored strategies assist clients secure their financial future.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Cheltenham
  9. 🏢

    Direct Independent Financial Consultants LTD

    FCA reg no.
    182200
    FCA authorised date:
    10/11/23
    FCA-regulated Direct Independent Financial Consultants Ltd is based in Gloucestershire, offering professional advice on insurance, investments, and pensions. Noted for its tailored financial solutions and approachable nature, especially for finance beginners.
    1. ✔2 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍Cheltenham
  10. 🏢

    Attivo Financial Limited

    FCA reg no.
    497130
    FCA authorised date:
    01/05/09
    3. Attivo, located in Cheltenham, is a respected FCA-regulated firm providing comprehensive financial planning solutions, specialising in insurance, investments, retirement advice, and pension transfers across Gloucestershire.
    1. ✔53 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.7 Miles
    4. 📍Cheltenham
  11. 🏢

    KLC Financial Limited

    FCA reg no.
    813748
    FCA authorised date:
    12/07/18
    KLC Financial Limited is a trusted provider of financial services in Cheltenham, Gloucestershire. They offer expert advice on life insurance, investments, pensions, and retirement planning.
    1. ✔2 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Cheltenham
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  13. 🏢

    Corinthian Wealth Management Partnership

    FCA reg no.
    596780
    FCA authorised date:
    05/03/13
    Corinthian Wealth Management Partnership is a Cheltenham-based firm, known for offering client-focused life insurance, investment management, financial planning, and specialized pension advice. Regulated by the FCA, they hold a strong reputation for professional expertise.
    1. ✔5 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Cheltenham
  14. 🏢

    Attivo Financial Planning Limited

    FCA reg no.
    451967
    FCA authorised date:
    10/06/10
    Gloucestershire-based Attivo Financial Planning Limited offers comprehensive financial services including retirement advice and pension transfers. Regulated by the FCA, they provide personalized advice tailored to clients' unique circumstances.
    1. ✔22 Financial Advisers
    2. 🪧1.7 Miles
  15. 🏢

    Attivo Financial Services Limited

    FCA reg no.
    462105
    FCA authorised date:
    06/04/07
    Attivo is a premier, FCA-regulated financial services firm located in Cheltenham, offering comprehensive financial planning, life investments, and pensions advice to individuals and businesses across Gloucestershire and surrounding areas.
    1. ✔8 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Cheltenham
  16. 🏢

    Bath Wealth Management Limited

    FCA reg no.
    648729
    FCA authorised date:
    02/10/14
    Bath Wealth Management Limited, based in Cheltenham, is an FCA regulated company specialising in financial planning, providing expert advice on investments, pensions, and retirement.
    1. ✔2 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Cheltenham
  17. 🏢

    JFS Cheltenham Limited

    FCA reg no.
    194161
    FCA authorised date:
    01/12/01
    JFS Cheltenham Limited is a FCA regulated company offering bespoke financial advice, specializing in life, investments and pensions retirement advice. Located in Gloucestershire, they're committed to building strong financial futures.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.7 Miles
    4. 📍Cheltenham
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