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Find FCA registered Financial Advisers Near Me in Upton End SG5


We have found 641 relevant financial adviser firms within 30 miles of Upton End SG5. Showing page 1 of 43.

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  2. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧35 Miles
    3. 📍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. 🪧35.3 Miles
    6. 📍 London
  4. 👤

    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. 🪧42.4 Miles
    4. 📍London
  5. 🏢

    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. 🪧47.8 Miles
    5. 📍London
  6. 👤

    Chervin Dell

    Intelligent Financial Advisory
    FCA reg no.
    CMD01104
    FCA authorised date:
    13/07/15
    I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry. Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation. I pride myself in giving a 5*... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧47.8 Miles
    4. 📍Lutterworth
  7. 🏢

    Specialist Trust Solutions LLP

    FCA reg no.
    401684
    FCA authorised date:
    29/06/04
    Specialist Trust Solutions LLP, an FCA-regulated firm in Bedfordshire, provides tailored financial services including life insurance, investments, and pension advice. Known for their approachable and trustworthy service.
    1. ✔3 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Hitchin
  8. 🏢

    GMT Financial Solutions Limited

    FCA reg no.
    457963
    FCA authorised date:
    01/12/06
    GMT Financial Solutions is a trusted advisory firm in Bedfordshire, offering specialized funeral plans, life investments, and retirement advice with a client-centric approach. Registered under FCA number 457963.
    1. ✔2 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Hitchin
  9. 🏢

    Whelan Wealth Management LTD

    FCA reg no.
    956938
    FCA authorised date:
    15/08/21
    Whelan Wealth Management Ltd, an esteemed financial advisory firm located in Hitchin, Bedfordshire, provides expert financial services including life investments and pensions retirement advice, catering to individual needs with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Hitchin
  10. 🏢

    Hilborne House LTD

    FCA reg no.
    968293
    FCA authorised date:
    25/07/22
    Hilborne House Ltd, a reputable financial firm in Hertfordshire, offers expert advice in life planning, investments, retirement, and financial planning. Known for personalized service and reliable advice.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Hitchin
  11. 🏢

    Barnes Robertson Limited

    FCA reg no.
    756124
    FCA authorised date:
    16/08/16
    Barnes Robertson Limited is a respected UK financial firm known for their expertise in final salary pension transfers and strategic planning, offering insurance, investment strategies, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Silsoe
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  13. 🏢

    Pyrmont Wealth Management (UK) Limited

    FCA reg no.
    955639
    FCA authorised date:
    27/07/21
    Pyrmont Wealth Management is a UK-based, FCA-regulated firm offering comprehensive financial planning, including investment, pension advice, and retirement planning. They focus on providing tailor-made, client-focused advice for enhanced financial security.
    1. ✔4 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Bedfordshire
  14. 🏢

    Campton Wealth Management LTD

    FCA reg no.
    1048339
    FCA authorised date:
    03/02/26
    Campton Wealth Management Ltd, an FCA-regulated firm based in Bedfordshire, provides comprehensive financial planning, specialising in life and investment options, pensions retirement advice and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Shefford
  15. 🏢

    Blaxsell Financial Planning LTD

    FCA reg no.
    947792
    FCA authorised date:
    20/10/21
    Located in Shefford, Blaxsell Financial Planning Ltd provides top-rated, FCA-regulated financial planning services, specialising in life, investments, and pension retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Shefford
  16. 🏢

    Sensium Wealth Management LTD

    FCA reg no.
    925683
    FCA authorised date:
    05/05/20
    Sensium Wealth Management Ltd is a trusted financial planning and wealth management firm in Arlesey, Bedfordshire, known for its expertise in life investments, pensions, retirement advice, and strategic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Arlesey
  17. 🏢

    Lavender Financial Planners Limited

    FCA reg no.
    803757
    FCA authorised date:
    09/03/18
    Lavender Financial Planners Limited is a FCA-registered firm in Hitchin, Hertfordshire offering regulated financial services, retirement planning, insurance, and personalised investment advice. Known for its client-centric approach, it ensures secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍Hitchin
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