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Find FCA registered Financial Advisers Near Me in Upton SO16

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We have found 365 relevant financial adviser firms within 30 miles of Upton SO16. Showing page 1 of 25.

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  2. 🏢

    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. 🪧32.2 Miles
    3. 📍Thatcham
  3. 🏢

    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. 🪧39.2 Miles
    5. 📍London
  4. 🏢

    Individually Designed Solutions LTD

    FCA reg no.
    153387
    FCA authorised date:
    21/06/21
    2plan Wealth Management, located in Rownhams, Southampton, UK, specialises in expert financial advice for life investments, pensions retirement, and final salary pension transfers, prioritising client's wealth security. FCA registered.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Southampton
  5. 🏢

    Yours Financially LTD

    FCA reg no.
    507996
    FCA authorised date:
    19/04/10
    Yours Financially Ltd, an FCA-regulated firm, offers a range of financial services including investment solutions and bespoke financial planning, serving the Greater Southampton area with reliable, trustworthy guidance.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Southampton
  6. 🏢

    Jigsaw Corporate Financial Management Limited

    FCA reg no.
    528086
    FCA authorised date:
    01/04/11
    Jigsaw Corporate Financial Management Limited, based in Southampton, is a regulated, prominent financial services provider. Offering expert advice, they specialize in life, investments, and pensions retirement advice while taking a client-centric approach.
    1. ✔3 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Southampton
  7. 🏢

    Virtus Wealth LTD

    FCA reg no.
    1011353
    FCA authorised date:
    24/03/24
    Virtus Wealth Ltd is an FCA regulated firm specialising in strategic financial planning. They offer investment guidance, retirement advice, and pension services, focusing on customer-centric, reliable solutions for a secure future.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Southampton
  8. 🏢

    Widelist Investments Limited

    FCA reg no.
    145829
    FCA authorised date:
    01/12/01
    Leading FCA-regulated financial services firm, Widelist Investments Limited, specializes in life and investments, providing expert advice on financial planning and pensions retirement primarily across Southampton and surrounding counties.
    1. ✔6 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.4 Miles
    4. 📍Southampton
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  10. 🏢

    Threshold Wealth Management LTD

    FCA reg no.
    961020
    FCA authorised date:
    22/10/21
    2plan Wealth Management is a Hampshire-based, FCA-regulated financial firm specializing in comprehensive planning, investments, and pensions retirement advice, servicing Southampton and surrounding areas. Clients regard us as their trusted financial partner.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Southampton
  11. 🏢

    ASSURED PRIVATE WEALTH LTD

    FCA reg no.
    718755
    FCA authorised date:
    05/08/16
    Assured Private Wealth Ltd, an FCA registered firm in Southampton, offers comprehensive financial services. Specializing in pensions, investments and financial planning, they provide tailored strategies for reliable money management.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Southampton
  12. 🏢

    Michael Hanlon Financial Services

    FCA reg no.
    231886
    FCA authorised date:
    07/07/20
    Michael Hanlon Financial Services in Totton, Hampshire offers expert financial planning and advice specialising in life investments, pensions, and final salary pension transfers. Regulated by FCA (231886), they provide reliable, professional, and friendly service.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Totton
  13. 🏢

    Hampton Financial Services LTD

    FCA reg no.
    925583
    FCA authorised date:
    26/11/20
    Hampton Financial Services is a FCA-regulated firm in Southampton, Hampshire offering tailored advice on life insurance, pensions, investments, and financial planning to clients within and around the region.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Southampton
  14. 🏢

    David Ewens

    FCA reg no.
    444193
    FCA authorised date:
    01/04/06
    W.W.H Ewens Insurances Adviser is a trusted, FCA- regulated financial planning firm in Romsey, Hampshire, offering services including life insurance, investments, and retirement advice. Dedicated to supporting local families and individuals secure their financial future.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
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  16. 🏢

    John Tavender Wealth Management LTD

    FCA reg no.
    667629
    FCA authorised date:
    22/01/15
    John Tavender Wealth Management Ltd is a trusted Southampton-based financial advisory firm offering life investments, retirement advice, and comprehensive financial planning. Specialising in final salary pension transfers, they're known for transparency and tailored advice.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Southampton
  17. 🏢

    The Mortgage Stop LTD

    FCA reg no.
    930841
    FCA authorised date:
    11/07/25
    Regulated by the FCA, The Mortgage Stop Ltd in Romsey provides comprehensive financial services including insurance, investments and pensions with a specialisation in final salary pension transfers. Trust their client-centric approach for reliable advice.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧3 Miles
    4. 📍Romsey
  18. 🏢

    The Wealth Stop Limited

    FCA reg no.
    1050954
    FCA authorised date:
    05/02/26
    The Wealth Stop Limited is a reliable, FCA-regulated financial services firm offering expert advice in investment, pension transfers, and comprehensive financial planning, dedicated to client-centric service across Hampshire.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Romsey
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