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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 7 of 26.

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  2. 🏢

    C & M McClory & Co Limited

    FCA reg no.
    201653
    FCA authorised date:
    31/05/05
    C & M McClory & Co Ltd., based in Milton Keynes, is a reliable FCA registered firm (No. 201653) offering a range of financial services including insurance, investments and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧14.9 Miles
    3. 📍Milton Keynes
  3. 🏢

    Jackson Toms Financial Services LTD

    FCA reg no.
    424874
    FCA authorised date:
    04/07/25
    Jackson Toms Financial Services Ltd, a renowned, FCA regulated firm based in Kettering, Northamptonshire, specialises in retirement planning and final salary pension transfers, offering expert financial advice.
    1. ✔1 Financial Adviser
    2. 🪧15 Miles
    3. 📍Kettering
  4. 🏢

    Caliber Wealth Management LTD

    FCA reg no.
    458782
    FCA authorised date:
    19/10/06
    Caliber Wealth Management Ltd is a FCA registered financial services firm in Milton Keynes, Buckinghamshire, renowned for its expertise in personalized financial planning, investments, pensions and retirement guidance.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Milton Keynes
  5. 🏢

    Skyline Financial Limited

    FCA reg no.
    798675
    FCA authorised date:
    03/09/24
    Skyline Financial Limited is a FCA-regulated company based in Milton Keynes, offering expertise in life insurance, investments, and pensions retirement advice. Recognised for their personalised financial planning services.
    1. ✔2 Financial Advisers
    2. 🪧15.5 Miles
    3. 📍Milton Keynes
  6. 🏢

    The Cosgrove Partnership LLP

    FCA reg no.
    613533
    FCA authorised date:
    01/04/14
    The Cosgrove Partnership, regulated by the FCA, specializes in financial planning, pensions, and retirement advice in Buckinghamshire, serving first-time buyers and local families with a professional yet approachable service.
    1. ✔5 Financial Advisers
    2. 🪧15.5 Miles
    3. 📍Milton Keynes
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  8. 🏢

    Patterson-mills Financial Planning Limited

    FCA reg no.
    774841
    FCA authorised date:
    03/07/17
    Patterson-Mills is a trusted Milton Keynes-based financial firm specialising in life investments, pensions and retirement planning. Authorized by the FCA, they offer regulated advice and personalised financial planning solutions.
    1. ✔2 Financial Advisers
    2. 🪧15.5 Miles
    3. 📍Milton Keynes
  9. 🏢

    RTS Financial Planning Limited

    FCA reg no.
    772054
    FCA authorised date:
    10/04/17
    RTS Financial Planning Limited, based in Milton Keynes, provides comprehensive financial planning solutions, including investment management and retirement advice. Known for their client-focused, tailored approach, they are regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧15.6 Miles
    3. 📍Milton Keynes
  10. 🏢

    Stag Wealth Management LTD

    FCA reg no.
    1002048
    FCA authorised date:
    01/09/23
    Stag Wealth Management Ltd, based in Milton Keynes, provides reliable, tailored financial advice including investments planning, pensions retirement guidance, and comprehensive financial planning across Buckinghamshire. Regulated by the FCA (No. 1002048).
    1. ✔1 Financial Adviser
    2. 🪧15.6 Miles
    3. 📍Milton Keynes
  11. 🏢

    Oliver Jones

    FCA reg no.
    1040065
    FCA authorised date:
    22/08/25
    Northamptonshire-based financial services firm, Oliver Jones, specialises in personalised financial planning and advice, including life insurance, investments, and retirement solutions. Known for a professional yet approachable team. FCA registered.
    1. ✔1 Financial Adviser
    2. 🪧15.6 Miles
    3. 📍Brackley
  12. 🏢

    Stephen Limbert Wealth Management Limited

    FCA reg no.
    801824
    FCA authorised date:
    15/02/18
    Northamptonshire-based Stephen Limbert Wealth Management offers expert, FCA-regulated financial services including insurance, pension transfers, retirement advice, and investments, providing professional, tailored advice for a diverse clientele.
    1. ✔1 Financial Adviser
    2. 🪧15.7 Miles
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  14. 🏢

    Midland Financial Planning Limited

    FCA reg no.
    200978
    FCA authorised date:
    03/08/18
    Midland Financial Planning Limited, based in Rugby, Warwickshire, is a reputable provider of comprehensive financial planning services, known for its tailored approach to pension transfers and investments.
    1. ✔2 Financial Advisers
    2. 🪧15.8 Miles
    3. 📍Rugby
  15. 🏢

    James Brooks

    FCA reg no.
    1012577
    FCA authorised date:
    18/05/24
    James Brooks is a reputable, FCA-regulated financial services firm in Lutterworth, specialising in life investments, retirement advice, and pension solutions for both novice and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧15.8 Miles
    3. 📍Lutterworth
  16. 🏢

    Gracechurch Wealth Management LLP

    FCA reg no.
    454766
    FCA authorised date:
    02/10/06
    Gracechurch Wealth Management LLP is a Milton Keynes-based firm providing regulated financial services, including insurance, investments, and pensions advice. They emphasize client focus and offer personalised, reliable financial guidance.
    1. ✔3 Financial Advisers
    2. 🪧15.9 Miles
    3. 📍Milton Keynes
  17. 🏢

    Philip T. English International Financial Services Limited

    FCA reg no.
    125041
    FCA authorised date:
    01/12/01
    Philip T. English International Financial Services Limited is a well-regarded firm specializing in wealth management, life investments, pensions, and financial planning. It offers tailored, regulated advice in Banbury and Northamptonshire.
    1. ✔4 Financial Advisers
    2. 🪧16 Miles
    3. 📍Banbury
  18. 🏢

    Stephen Bridgen

    FCA reg no.
    590541
    FCA authorised date:
    01/11/12
    Stephen Bridgen is a trusted financial planning firm based in Rugby, offering expertise in life investments, pensions retirement advice, and final salary pension transfers. Known for professionalism and approachability.
    1. ✔1 Financial Adviser
    2. 🪧16 Miles
    3. 📍Rugby
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