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Find FCA registered Financial Advisers Near Me in Upton NN5


We have found 379 relevant financial adviser firms within 30 miles of Upton NN5. Showing page 11 of 26.

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  2. 🏢

    Iron Wealth Management Limited

    FCA reg no.
    810374
    FCA authorised date:
    01/11/18
    Iron Wealth Management Limited, based in Milton Keynes, Buckinghamshire, offers regulated financial planning and advice services including life insurance, investments, and pension retirement advice, tailored to clients' unique needs.
    1. ✔2 Financial Advisers
    2. 🪧19 Miles
    3. 📍Milton Keynes
  3. 🏢

    Berry Wealth Management LTD

    FCA reg no.
    719170
    FCA authorised date:
    16/02/16
    Berry Wealth Management Ltd is a trusted financial firm in Leicestershire known for its broad services in life investments, pensions, and financial planning, favored for their approachable team and regulated advice.
    1. ✔4 Financial Advisers
    2. 🪧19 Miles
    3. 📍Market Harborough
  4. 🏢

    Boosst Limited

    FCA reg no.
    791683
    FCA authorised date:
    03/04/18
    boosst is an award-winning, employee-owned financial planning firm based at Church View in Hulcote, Bedfordshire. In 2024, our founders transferred 100% of the company's shares into an Employee Ownership Trust, meaning boosst is owned entirely by the people who work in it - not by a parent company... read full company profile.
    1. ✔4 Financial Advisers
    2. 🪧19.2 Miles
    3. 📍Milton Keynes
  5. 🏢

    Intelligent Financial Advisory

    FCA reg no.
    669729
    FCA authorised date:
    13/07/15
    Intelligent Financial Advisory Ltd is a top-tier FCA regulated financial firm in Lutterworth, Leicestershire, providing tailored services like life insurance and retirement planning to local clients.
    1. ✔16 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. ✔Min Pension Savings: £50,000
    4. ✔Min Assets: £50,000
    5. 🪧19.2 Miles
    6. 📍Lutterworth
  6. 🏢

    Active Financial LTD

    FCA reg no.
    1013616
    FCA authorised date:
    18/06/24
    Active Financial Ltd provides expert financial planning and retirement advice in Milton Keynes. Our FCA-regulated team specialises in life investments, pensions and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧19.5 Miles
    3. 📍Milton Keynes
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  8. 🏢

    Darren Knibb Wealth Management LTD

    FCA reg no.
    956588
    FCA authorised date:
    11/08/21
    Based in Buckinghamshire, Darren Knibb Wealth Management Ltd offers expert financial planning and tailored investment services, specialising in final salary pension transfers. Known for approachability and client-centric focus.
    1. ✔1 Financial Adviser
    2. 🪧19.9 Miles
    3. 📍Winslow
  9. 🏢

    MBW Wealth Management LTD

    FCA reg no.
    777669
    FCA authorised date:
    27/04/17
    MBW Wealth Management Ltd provides trusted financial planning services in Buckinghamshire, specialising in investment portfolios, pensions retirement, life investments, and strategic financial planning, regulated by the FCA (No. 777669).
    1. ✔1 Financial Adviser
    2. 🪧19.9 Miles
    3. 📍Milton Keynes
  10. 🏢

    ONELIFE WEALTH ADVICE LTD

    FCA reg no.
    708789
    FCA authorised date:
    23/09/15
    ONELIFE WEALTH ADVICE LTD, a trusted advisor registered under FCA 708789, specialises in life investments, pension retirement advice and strategic financial planning services throughout Leicestershire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧19.9 Miles
    3. 📍Lutterworth
  11. 🏢

    Eden Financial & Wealth Management Limited

    FCA reg no.
    534391
    FCA authorised date:
    09/03/22
    Eden Financial & Wealth Management Limited offers reliable financial advice on life, investments, pensions and more. The FCA regulated firm tailors solutions to meet diverse financial needs for clients across Bedfordshire.
    1. ✔4 Financial Advisers
    2. 🪧20 Miles
    3. 📍Milton Keynes
  12. 🏢

    WHITELEAF FINANCIAL PLANNING LTD

    FCA reg no.
    939290
    FCA authorised date:
    25/11/20
    Whiteleaf Financial Planning Ltd provides comprehensive, personalised financial guidance in life insurance, investments, and pensions retirement advice, specialising in final salary pension transfers. Regulated by the FCA, they are dedicated to securing clients' financial future.
    1. ✔2 Financial Advisers
    2. 🪧20.2 Miles
    3. 📍Milton Keynes
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  14. 🏢

    MAITLAND JAMES LIMITED

    FCA reg no.
    951327
    FCA authorised date:
    19/05/21
    Maitland James Financial Planning is a trusted firm in Northampton offering bespoke financial planning, regulated advice, and specializing in life investments, pensions retirement, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧20.2 Miles
    3. 📍Buckingham
  15. 🏢

    Totally Financial Planning Limited

    FCA reg no.
    844024
    FCA authorised date:
    13/06/19
    2plan Wealth Management offers customised, regulation-compliant financial advice in Market Harborough, specialising in life investments, pensions and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧20.2 Miles
    3. 📍Market Harborough
  16. 🏢

    Swann Financial Limited

    FCA reg no.
    451053
    FCA authorised date:
    20/04/06
    Swann Financial Limited, based in Banbury, Oxfordshire, is an FCA-regulated firm offering tailor-made financial planning and advice, specializing in life investments and pension retirement advice. Known for precision, professionalism, and a client-centric approach.
    1. ✔15 Financial Advisers
    2. 🪧20.6 Miles
    3. 📍Banbury
  17. 🏢

    ELLACOTTS WEALTH PLANNING LIMITED

    FCA reg no.
    611045
    FCA authorised date:
    18/02/14
    Ellacotts Wealth Planning Limited is an Oxfordshire-based firm offering reliable financial planning services. Known for tailored wealth planning, the client-focused team specialises in life investments, pensions, and retirement planning.
    1. ✔2 Financial Advisers
    2. 🪧20.7 Miles
    3. 📍Banbury
  18. 🏢

    Jonathan Christopher Miller

    FCA reg no.
    582480
    FCA authorised date:
    21/01/15
    Jonathan Christopher Miller is a FCA-regulated financial advisory firm in Bedford, offering tailored financial advice and planning services including life investments and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧20.8 Miles
    3. 📍Bedford
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