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Find FCA registered Financial Advisers Near Me in Walton-on-Thames

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We have found 2080 relevant financial adviser firms within 30 miles of Walton-on-Thames. Showing page 1 of 139.

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  2. 🏢

    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. 🪧4 Miles
    5. 📍Claygate
  3. 🏢

    Ewart & Bridgeman Advisers

    FCA reg no.
    439695
    FCA authorised date:
    20/09/05
    Ewart & Bridgeman Advisers is a successful and long-established Senior Partner Practice of St. James's Place. We serve the financial needs of individuals, attorneys, trustees, business owners and families throughout the UK. Peter Ewart was invited to join St. James's Place (formerly J. Rothschi... read full company profile
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £100,000
    3. ✔Min Assets: £200,000
    4. 🪧13.5 Miles
    5. 📍London
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧15.5 Miles
    3. 📍London
  5. 🏢

    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. 🪧16 Miles
    6. 📍 London
  6. 🏢

    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. 🪧22.9 Miles
    5. 📍London
  7. 👤

    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. 🪧24.5 Miles
    4. 📍Reading
  8. 🏢

    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. 🪧24.5 Miles
    5. 📍Reading
  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. 🪧25.3 Miles
    5. 📍Billingshurst
  10. 🏢

    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. 🪧35.7 Miles
    3. 📍Thatcham
  11. 👤

    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. 🪧39.5 Miles
    4. 📍London
  12. 🏢

    PILGRIM WEALTH MANAGEMENT LIMITED

    FCA reg no.
    784239
    FCA authorised date:
    02/10/17
    PILGRIM WEALTH MANAGEMENT LIMITED, an FCA regulated firm, based in Walton on Thames, offers expert financial planning solutions including life insurance, investments, and pensions retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Walton On Thames
  13. 🏢

    Bigmore Associates Limited

    FCA reg no.
    446399
    FCA authorised date:
    01/08/06
    Bigmore Associates Limited is a FCA-regulated financial firm in Surrey, offering expert advice on pensions, insurance and investments. The company is renowned for its client-focused approach and personalized wealth management services.
    1. ✔7 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.2 Miles
    4. 📍Walton On Thames
  14. 🏢

    TPC FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    710283
    FCA authorised date:
    19/01/16
    Bigmore Associates, an FCA-regulated firm, provides tailored financial planning services including life investments and pensions retirement advice, primarily serving the Greater London area from its Surrey office.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Walton On Thames
  15. 🏢

    ISF Solutions LTD

    FCA reg no.
    708839
    FCA authorised date:
    04/01/16
    ISF Solutions Ltd is a UK-based, FCA-regulated financial company, offering services like life investments, pensions retirement advice, and financial planning, emphasizing on tailored solutions for diverse client needs.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Weybridge
  16. 🏢

    Finesse Financial Planning LTD

    FCA reg no.
    1015073
    FCA authorised date:
    22/06/24
    UK-based Finesse Financial Planning Ltd is a financial services firm specializing in insurance, investments, pensions, and retirement advice. With expert advisors, they provide tailored financial planning for individuals and businesses nationwide.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Walton On Thames
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