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Find FCA registered Financial Advisers Near Me in The Rise SL5

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We have found 1980 relevant financial adviser firms within 30 miles of The Rise SL5. Showing page 1 of 132.

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  2. 🏢

    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. 🪧13.3 Miles
    5. 📍London
  3. 🏢

    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. 🪧13.4 Miles
    5. 📍Claygate
  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. 🪧15 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. 🪧15 Miles
    5. 📍Reading
  6. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧23.7 Miles
    3. 📍London
  7. 🏢

    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. 🪧24.3 Miles
    6. 📍 London
  8. 🏢

    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. 🪧26.2 Miles
    3. 📍Thatcham
  9. 🏢

    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. 🪧27.3 Miles
    5. 📍Billingshurst
  10. 🏢

    INTEGRA FINANCIAL SERVICES LTD

    FCA reg no.
    612749
    FCA authorised date:
    03/06/14
    Integra Financial Services Ltd, located in Ascot, Berkshire, is a fully regulated organization specializing in personalized financial guidance, including insurance, investment and retirement planning, across the UK.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Ascot
  11. 🏢

    Chambers Wealth LLP

    FCA reg no.
    1014541
    FCA authorised date:
    26/07/24
    Chambers Wealth LLP is a trusted, FCA registered financial advisory firm in Berkshire specialising in wealth management and financial planning services tailored to clients' unique needs.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Ascot
  12. 🏢

    ASCOT WEALTH MANAGEMENT LTD

    FCA reg no.
    551744
    FCA authorised date:
    21/07/11
    Ascot Wealth Management Ltd, an FCA-regulated firm in Ascot, Berkshire, offers comprehensive financial services including wealth management, life investments, and retirement planning. They provide personalised advice across Berkshire and surrounding areas.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.5 Miles
    4. 📍Ascot
  13. 🏢

    Blueberry Financial LTD

    FCA reg no.
    478785
    FCA authorised date:
    01/04/08
    Blueberry Financial Ltd, based in Ascot, Berkshire, is a reputed, FCA regulated firm providing expert advice in life investments, pensions and retirement planning, serving clients region-wide with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Ascot
  14. 🏢

    Steven Mufti & Associates Limited

    FCA reg no.
    607613
    FCA authorised date:
    16/12/13
    Steven Mufti & Associates Limited is a reliable, FCA regulated financial firm based in Ascot, Berkshire. They specialise in tailored advice for life investments, pensions retirement and maintain a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Ascot
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  16. 🏢

    The Wealth Management Partnership LLP

    FCA reg no.
    220234
    FCA authorised date:
    18/02/03
    Berkshire-based Wealth Management Partnership LLP offers expert, FCA-regulated financial services. Specializing in life and investment planning, pensions retirement advice, and comprehensive financial planning. They operate with a client-focused approach for secure financial futures.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Ascot
  17. 🏢

    Home Counties Financial Services

    FCA reg no.
    181055
    FCA authorised date:
    01/12/01
    Home Counties Financial Services in Ascot, Berkshire, is a FCA-registered firm specialising in life investments, pension advice and final salary transfers, serving clients across the Home Counties.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Ascot
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